Client Services Salesforce

Record a Client's Drug Screen Results

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When a client first arrives at one of our campuses or on occasion when we suspect they may have taken a substance, we perform specific Drug Screen(s). The results of those screen(s) need to be input into Salesforce for future reference.

This article describes how to record drug screen(s) for an individual client. To learn how to record drug screen(s) for multiple clients at once, click here.

Begin from the Client's Contact page.

1. Click Record Drug Test(s).

2. Select the drug test(s)performed.

3. Select the Result for the drug test(s) performed.

4. Enter any Notes as needed.

5. Click Next.

The Client's Drug Screen has been recorded!

No small feat! Go get a massage after all that work.

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