Agency Admins - learn how to:

  • Service Navigation 0:32
  • Add Agency Service 2:33
  • Quickly jump to another service 8:32
  • Create Quick Agency Service 8:53
  • Assign Quick Service in client profile 9:41
  • Set Service to Trigger a Quick Assessment 12:02
  • View Service triggering a quick assessment in client profile 12:58
  • Add Referral Service 14:38
  • View Family service assignment in client profiles 16:17
  • Add Referral Service 17:25
  • Add Site to Service 18:29
  • Add Service site to client profile 19:03
  • Item Groups 20:03