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Staff to Client Assignment and Referrals
Staff to Client Assignment and Referrals
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.
, multiple selections available,
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