When Clients first arrive at one of our campuses, Intake Specialists or CLAs enter their Medications into Salesforce. As Medications are disposed of or stopped by Physicians, CLAs maintain these records in Salesforce.
It is important for Case Managers, particularly Counselors, to know what medications their clients are taking.
This article describes how to view a Client's medications.
From the Client's Contact Page.
1. Click Related.
2. Scroll down to the Medications section.
You're viewing the client's medications. To view more information about a particular medication, click on the Medication Name.
If more than 10 medications are listed, click View All.
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