Client Services Salesforce

Recording a DFCS Case

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Occasionally, children and parents may have DFCS cases. When this occurs, we need to document them.

This article describes how to document a DFCS Case on a client's profile. To document an incident, click here.

1. From the Client's Contact Record, click the Arrow symbol by Incidents.

2. Click New.

3. Select Community Living Infraction.

4. Click Next.

5. Enter a brief Subject to title the DFCS Case.

6. Enter the DFCS Case #.

7. Type the DFCS Description, ensuring you include the who, what, where, when, why, and how of the DFCS Case.

8. Enter the DFCS Contact Name.

9. Enter the DFCS Contact Info (phone number and/or email).

10. Select the Children that this case is related to.

11. Click Save.

Your DFCS is now documented and can be viewed in the Incidents list.

If you visit the Children's contact records, the DFCS involvement is now documented on their Contact pages under Details.

Dude! You're done! Way to document!

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