Adding Assessments to Referrals
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.