Client Services Salesforce

Recent updates

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)
Transfer a Client to Another Bed
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Beds and Bed Assignments
Assigning a Client to a Caseload
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Editing the Service Details
Article

Updated on Jul 25, 2024

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

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Approvals
Creating a SOAP Note
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Client Notes
Recording Community Living Infractions
Article

Updated on Jul 25, 2024

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