Client Services Salesforce

Recent updates

Correcting Exiting Information on the Weekly Discharge Report
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Discharges
Creating a Case Management Client Note
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Recording Client Passes
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Creating a New Class or Group
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Creating a Risk Assessment
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Adding a Document to a Client's Files
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Files
Searching for a Client
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Updating a Client's Contact Information
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Completing a Walk-up Screening with a New Applicant at Restoration House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
Recording General Incidents
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents