The Staff to Client Assignment and Referrals feature is only available for the CANS Project.
From the Client Dashboard:
Click the Projects tab.
To Assign a Client to a Staff person:
Click the Assign.
Click the Staff Member button and click the staff to select.
Click Assign.
To Unassign a Client from a Staff person:
Click the Unassign.
Referrals from CBHC and PS
From the Client Dashboard:
Click the Projects tab.
Click Refer.
Click the Project (CBHC or PS) and click Submit.