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* Each assessment template can be associated with a '''specific group''' of qualified service providers.
* If you restrict the service providers associated with each assessment type, then only the qualified providers are selectable. If you don’t create this relationship, then you can select from any contact in the system.
=Assessment Activities=
Optionally, each assessment can be associated with a series of activities, such as report editing, final review, and invoice.
* Activity types are defined once for assessments, and any activity type can be associated with any assessment.
* You can report on all activities across all referrals and assessments.
Not all companies require this level of detail.
Check with your [[System Administrator|system administrator]] to see if your company is using this feature.
[[Category:System Management]][[Category:Referral Management]][[Category:Applications]]
