Chapter Eight - Assignment

Table of Contents

  1. Assign A Participant
  2. Assign A Participant - Worker Selection
  3. Assign a Participant - Confirm Assignment

The user must have the Security Coordinator role in order to perform the function described in this chapter.

The Assignment function allows the user to assign the selected participant to a case worker. This function also allows the user to re-assign the participant to different case workers. The assigned agency case worker is responsible for performing assessments, creating a case plan, deciding goals and services, adding action plans and services in the case plan, reviewing the case plan, updating dates and activities, updating allergies and medications information, updating enrollment, and terminating the case plan in the eCornerstone system. The user can only assign a case worker if the participant is enrolled in a program.

Assign A Participant

The Assign A Participant screen will only display data if the participant is assigned to a program case worker. Click Participant then click Assignment to display the Assign A Participant screen.

  • Click the Program link to assign the participant to a case worker. The system will display the Assign A Participant - Worker Selection screen.
  • Click the [View History] link to view the participant's case worker history for the selected program.
  • Click the [Hide History] link to hide the participant's case worker history for the selected program.

Assign A Participant screen

Assign A Participant - Worker Selection

To select a worker, click the Program link found on the Assign A Participant screen. The system will display the Assign A Participant - Worker Selection screen.

Assign A Participant - Worker Selection screen

  1. Select the preferred case worker.
  2. Click Next. The system will display the Assign a Participant - Confirm Assignment screen.
    • Click the [view participant(s)] link to view the case worker's assigned participants. (The [view participant(s)] link will only be available if a worker has assigned participants.)
    • Click the [collapse table] link to hide the case worker's assigned participants. (The [view participant(s)] link will only be available if a worker has assigned participants.)

Assign a Participant - Confirm Assignment

To confirm an assignment, click Next on the Assign A Participant - Worker Selection screen. The system will display the Assign a Participant - Confirm Assignment screen.

  • Click Confirm to confirm the case worker selection. The system will return to the Assign A Participant screen with the updated assignment information.
  • Click Cancel to cancel the screen and return to the Assign A Participant screen.

Assign a Participant - Confirm Assignment screen

Chapter Nine