Issue
I need to ensure that the appropriate users in my Kipu CRM are configured to appear in the Assigned Agent list. This will allow me to assign staff members to patient records effectively.
Environment
Kipu CRM, Roles: Super User, User Management
Important
If you are managed by a third-party biller, it is possible you will not see these roles available for your tenant. Contact support for more assistance.
Resolution
For guidance on how to add a specific user to the Assigned Agent list, please refer to the steps below:
- Select the Admin tab, hover your mouse over Security and click Manage Users from the dropdown menu.
- Within the User Management grid, use the Name column to search for the desired user.
- Click on the relevant row for the desired user to open the focus panel.
- From the focus panel, select the Notifications & Settings tab.
- Select the Employee Areas field to access the drop-down menu.
- Select Assigned Agent.
- Select Save Changes on the lower right-hand corner of the Focus Panel.
- The user will now become available on the Assigned Agent list.