Client Services Salesforce

Topics

Getting Started 6
KPIs 3
Updating Client Information 8
Client Notes 3
Service Deliveries (Passes, MARTA, Referrals) 6
Incidents (Strikes and General Incidents) 5
Assessments 2
Case Plans and Goals 6
Classes and Groups (Service Schedules and Sessions) 5
Files 2
Approvals for Client Progression and Persona Changes 2
Medications 1
Discharging a Client from the Program 1
Referral Organizations 2
Client Discharges 1

Other Resources

Medications

1 Article