The main admin (or Helper Admin with permission to view "User Management") has the ability to add a family to more than one home visitor.
The family will have a primary home visitor (the home visitor selected under the child), but this feature will allow another home visitor (or provider listed as a home visitor) the ability to view the family under their list . They will be able to add contacts, screenings, etc to the family.
From the home page, click on "Home Visitor Caseload"
Click the pencil icon to view the Primary home visitor that is assigned to the family (families) that you want to assign to another home visitor or Doula.
Click the blue Manage My Caseload button
First, select the Service and the click Display
Next, in the Update Families box, select "Assign additional access"
Select the home visitor or doula that will be gaining access to the family/families.
Select the families that will have the secondary home visitor.
Click Save at the bottom.
Then, confirm additional access.
The family will show in the caseload.
Under the Prim HV (primary home visitor) it will say "No" and the Addl Access column will show the primary home visitor with a (P) next to their name.
The home visitor will see families they have additional access to in the dropdown under "Additional".