Client Services Salesforce

Recent updates

Discharge a Client from the Program
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Discharging a Client from the Program
Case Managers: Submitting a Client for Approval to the Next Program Phase
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Approvals for Client Progression and Persona Changes
Case Managers: Recommending a Persona Change for a Client
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Approvals for Client Progression and Persona Changes
Creating Sessions of a Class or Group
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Enrolling Additional Clients in a Class or Group
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Removing Clients from a Class or Group
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Mark Attendance for a Class or Group Session
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Adding Class/Group Notes
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Navigating Case Plan Pages
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals
Adding a Goal to a Case Plan
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals