1. From the People Page, click the Groups tab from the Navigation Bar

2. From the list on the left, select the group you wish to assign a Scale Service

3. Click Scale Services to expand

4. Start typing to search … under Search services by scale 

5. Select the scale service you wish to assign from the list

6. Enter Start Date, End Date, and Checkup Date if applicable

7. Under Selected Clients, select the check-boxes next to each client who will receive this scale service

Click "Select all" if all clients listed will receive this quick service

CHECK YOUR WORK! There is no undo option - any adjustments must be made manually in each clients' profile

8. Click Complete 


Once assigned, scale services will appear: 

  • Under the Services tab and will be denoted with a histogram icon
  • From the left sidebar, Assessments → Assessment History → Services toggle