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Dane County Department of Human Services Provider Hub

CCS Assignment Helpful Documents

Service Facilitator Boot Camp
 
Service Facilitator Checklist
 

Assignment FAQ

  • Open the DCHS WebApp
  • Module > Comprehensive Community Services
  • Navigation > Assignment
  • Use the Binoculars to search for the client you want to make assignments on
  • Once the client is selected, the Assignment staff member will see a list of providers for their organization. They will have the Role of Service Facilitator selected by default. They can click the check-box next to the name that they would like to make the Service Facilitator for the Recovery Plan. Clicking the check-box will fill in the Date Assigned box with the current date. By clicking the ‘Assign Staff’ button at the bottom, the person selected will become the Service Facilitator for that client.

Mental Health Professionals and/or Substance Abuse Professionals cannot be Assigned to a client.  Rather, the Assessment/Plan is Submitted to the MHP/SAP for Review and Approval.

A Secondary Service Facilitator is intended to be a back-up for the client's Primary Service Facilitator.  If the Primary SF is unable to provide their services to a client, the Secondary SF can step in and provide that service as long as it is clear that they are operating as a Secondary SF.  A Secondary SF has all of the same permissions that the Primary SF does with the client's chart.  

  • Open the DCHS WebApp
  • Module > Comprehensive Community Services
  • Navigation > Assignment
  • Use the Binoculars to search for the client you want to make assignments on
  • Once the client is selected, the Assignment staff member will see a list of providers for their organization. Change the 'Role' dropdown to 'Secondary Service Facilitator'. They can click the check-box next to the name that they would like to make the Secondary SF for the Recovery Plan. Clicking the check-box will fill in the Date Assigned box with the current date. By clicking the ‘Assign Staff’ button at the bottom, the person selected will become a Secondary SF for that client, and they will have all of the same permissions that the primary SF has for the client.