Client Services Salesforce

Recent updates

Changing the Owner of a Case Plan
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Case Plans and Goals
Updating the Status of a Goal
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Case Plans and Goals
Updating the Status of an Action Item
Article

Updated on Jul 25, 2024

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

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Medications
Marking a Medication as Disposed
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Medications
Viewing a Client's Medications
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Medications
Record a Client's Drug Screen Results
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Drug Screens
Discharge a Client from their Bed
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Beds and Bed Assignments
Creating a New Class or Group
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Services
Leaders: Approving/Denying a Persona Update
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Approvals