/
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:

  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.

Related content

Participant Referrals
Participant Referrals
More like this
Create & Activate a Client
Create & Activate a Client
More like this
Managing the Org Chart (CANS only)
Managing the Org Chart (CANS only)
More like this
Projects Using CANS - Vendor
Projects Using CANS - Vendor
More like this
Client Assessments/Surveys
Client Assessments/Surveys
More like this

Have questions? Contact support@fallingcolors.com

Falling Colors Corporation © 2024