Client Services Salesforce

Continuing a BPS Assessment

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At times, it may take longer than one counseling session to perform the BPS Assessment. When this occurs, Counselors can click Save and Continue on the last section they've completed and return to the assessment where they left off at the next section.

This article describes how to continue a BPS. To learn how to record a BPS, click here.

From the Client's Contact record.

1. Click Assessments.

2. Scroll down.

3. Click the BPS Assessment Name.

4. Click Continue Assessment.

Your BPS Assessment has loaded. Click Next and Save and Continue until you return to the section you last left off at.

Great job! Now go recharge with some seat spinning.

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