This article will walk through how to assign a delegate.  This might be a physical therapist assigning/delegating students to their PTA's caseload, an OT to a COTA or an RN to an LPN.

1.  Navigate to your Provider Caseload and select the Delegate Icon for the student you would like to delegate.

1.  Select Add New Delegate.

1.  Use the Assistant Role dropdown to select the role.

2.  Select Save.

1. Use the Dropdown for Assistant Users to locate the provider to delegate to.

2.  Select Save.

You will see a message stating the Delegate has been assigned.  

NOTE: If you would like to verify that they are setup as the delegate or to remove them as a delegate, select the Manage Delegate Icon again.