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:

1. Click the Projects tab.

To Assign a Client to a Staff person:

1. Click the Assign.

2. Click the Staff Member button and click the staff to select.

3. Click Assign.

 To Unassign a Client from a Staff person:

1. Click the Unassign.

Referrals from CBHC and PS

From the Client Dashboard:

1. Click the Projects tab.

2. Click Refer.

3. Click the Project (CBHC or PS) and click Submit.