.In Reference Files | Personnel Job Class, users can set up job class codes for the agency's employees. To create a personnel job class:
1. Click .
2. Enter the Description (e.g. Physician, Therapy, Administration, etc.).
3. Select the Caseload Default Value for the corresponding personnel job class. If "Yes" is selected, the software will automatically apply the Caseload patient search filter for any users that have the corresponding Job Class assigned (in Personnel | Employment).
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The Caseload Default Value must be set up in order for the caseload to display automatically for users below the patient search menu. |
4. Click 
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