{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b41f080c52164a75bfd6e2cc1f789c4d\" frameborder=\"0\" width=\"1376\" height=\"1032\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1032,"width":1376,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1032,"thumbnail_width":1376,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b41f080c52164a75bfd6e2cc1f789c4d-63006dbb6ea085ab.gif","duration":201.323,"title":"Supporting Multi-Role Reassignments in Scheduling","description":"In this video, I walk you through the process of supporting multi-role reassignments within our scheduling system. It's crucial that each account that may be reassigned has a secondary personal type defined; without it, they won't be able to be moved. When adding someone to the schedule, you'll select their primary role, and if they have a secondary role assigned, you'll see an option to edit that. Remember, if a person is reassigned to a new office, they will revert to their primary role, and any overlapping tasks will carry over, but provider assignments may drop off. Please ensure that all accounts are set up correctly to facilitate these transitions smoothly."}