What is in the Client Assignments block?

Client Assignments allow you to make your client visible to an assigned member of your agency.

  1. The Client Primary Advocate will default to the user currently logged in. Clicking the dropdown will give you a list of other advocates to choose from. There can only be one Primary Advocate
  2. The client can be assigned to multiple advocates if needed. Clicking on Assign Advocate will open a dropdown of advocates to choose from.