Client Services Salesforce

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Recording a Client's COVID Test Results
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Health Screenings (TB Tracking, COVID)
Article also found in:
- Community Living / I'm a CLL, Now What? / Health Screenings (COVID, TB Tracking)
Updating a Client's TB Status
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Health Screenings (TB Tracking, COVID)
Article also found in:
- Community Living / I'm a CLL, Now What? / Health Screenings (COVID, TB Tracking)
Record a Client Health Screening
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Health Screenings (TB Tracking, COVID)
Article also found in:
- Community Living / I'm a CLL, Now What? / Health Screenings (COVID, TB Tracking)
Navigating a Client's Contact Page
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Completing a Cold Weather Screening with a New Applicant
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Cold Weather Screening - MSH
Assigning a Client to a Cold Weather Bed
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Cold Weather Screening - MSH
Completing a Cold Weather Screening with a Previous Client
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Cold Weather Screening - MSH
Navigating Case Plan Pages
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Case Plans and Goals
Adding a Goal to a Case Plan
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Case Plans and Goals
Adding an Action Item to a Goal
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Case Plans and Goals