Important Note: You will only be able to edit and maintain Services that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.
1. Click Agency Admin from the System Navigation Bar
2. Click on the Services tab
3. Select Referral Services from the list on the left
4. Locate from the Referral Services list which service you wish to trigger a Quick Assessment
5. Click the gear icon in that row
6. Under the Quick Assessment section at the bottom of the screen, de-select the Trigger Quick Assessment check-box
DO NOT CLICK THE TRASH CAN - THIS WILL DELETE THE ENTIRE SERVICE
7. Click Save Service
To learn more on Quick Assessments, click here.