Client Services Salesforce

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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
Transfer a Client to Another Bed
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Editing the Service Details
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Services
Case Managers: Recommending a Persona Change for a Client
Article

Updated on Jul 31, 2024

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