Client Services Salesforce

Recent updates

• Creating a Community Living Client Note

  Article

  Updated on Mar 20, 2024

  Article also found in:

  • Community Living /  I'm a CLA, Now What? / Client Notes

• Changing the Status of an Application

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TPH
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Potter's House

• Completing an In-Person Screening with an Applicant at The Potter's House

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Potter's House
  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TPH

• Completing a Phone Interview with an Applicant at The Potter's House

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TPH
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Potter's House

• Entering a Print Application

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Potter's House
  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TPH

• Filling out the Client Intake Form - Performed by the Client

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Screening and Intake - TSI
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Shepherd's Inn
  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TSI

• Completing a Screening with a Previous Client at The Shepherd's Inn

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Shepherd's Inn
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Screening and Intake - TSI
  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TSI

• Completing a Screening with a New Applicant at The Shepherd's Inn

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Screening and Intake - TSI
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Screening and Intake - The Shepherd's Inn
  • Other /  I'm a Campus Director, Now What? / Screening and Intake - TSI

• Marking a Medication as Disposed

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Medications
  • Community Living /  I'm a CLA, Now What? / Medications
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Medications

• Recording Medications

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Medications
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Medications
  • Community Living /  I'm a CLA, Now What? / Medications