How to Add One or More Service Categories to a Referral Module

Overview

Service Categories help organize referral services and streamline case assignments within the Referral module.

Assigning Service Categories to Referral Agencies

1. Navigate to the Referral Module.
2. Click Add to enter or update Service Provider details according to the column headers.
3. In the Service Category column, use the dropdown to select one or more applicable categories.
4. Click the Save icon to apply the changes.

Adding Service Categories

Only administrators have access to add additional service categories.

1. Click the gear icon in the top-right corner of the system.
   • This icon is visible from any screen if you are an Administrator.

2. You will be redirected to the PlanStreet Admin Dashboard.
3. Select Service Categories to proceed.

Creating Service Categories

1. In the Service Categories section, add one or more categories based on the types of services your organization provides.
2. Save your changes. These categories will now be available for use in the Referral module.