Client Services Salesforce

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Viewing Services Offered
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Services
Recording Client Passes
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
Searching for a Client
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Case Managers: Recommending a Persona Change for a Client
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Approvals
Creating a Social Worker Clinical Client Note
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Client Notes
Updating a Client's Contact Information
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Updating Client Information
Creating a Risk Assessment
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Assessments
Recording General Incidents
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Incidents
Adding a Document to a Client's Files
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Files
Recording a MARTA Card
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)