In this article we'll walk through how to unassign an Assessment from a client.
Permissions
Who can unassign an Assessment to a client?
✅ Clinician: Can access and unassign Assessments to their own clients.
✅ Supervisor: Can access and unassign Assessments to any client.
❌ Biller: Billing roles alone do not have access any client profiles.
✅ Admin: Can access and unassign Assessments to any client.
✅ Org Admin: Can access and unassign Assessments to any client.
How to unassign Assessments from a client or Participant
Navigate to the client's profile
Click the Assessments tab
Underneath the client or Participant you'd like to unassign the Assessment from, click the "x" next to the Assessment
That's it! 🎉 The changes save automatically.
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