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Register clients
Create cases
Update case data and close cases as appropriate
Create referrals to service providers
Close Terminate referrals to service providers
Have access to all client level data
Upload documents
Share documents with appropriate providers
Have oversight of all vendor activities
Approve, Deny, or Mark for Corrections invoices submitted for billing from providers
Vendors-Treatment Guardians:
Register clients
Accept and Decline referrals
Add client notes
View case documents that have been shared with them by a coordinator
Upload case documents and replace or remove documents they’ve uploaded
Add services
Referral-Only Vendor-Professional Guardians, Court Visitors, and Attorneys:
Accept , Close, and Decline referrals
View case documents that have been shared with them by a coordinator
Upload case documents and replace or remove documents they’ve uploaded
Add client notes
Add services for an active referral
Note: A referral -only provider cannot register clients or bill for services not associated to a case referral.
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