Adding Assessments to Referrals

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Assessments or services are the key to referral process.

  • You can associate any number of assessments with a single referral, and each assessment can have sub-activities – if your company has configured SmartSimple to handle that level of detail.
  • Each assessment type can be restricted to a specific type of evaluator.
  • Assessments can be added at any time to the referral. So if you don’t know all the details initially, they can be added later.
  • You can add assessments to referrals using two methods:
  • One at a time by using the New Assessment tab.
  • Multiple assessments at the same time using the Quick Assessments tab.