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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 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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