Recent updates
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Log TB Symptom Follow-up Notes
Updated onArticleAs we continue everyday to track potential symptoms of TB, we'll need to record that information in Salesforce for reporting to the Department of Health. A client showing symptoms of TB needs to be evaluated daily. Follow-up notes should be entered in the system weekly. This article describes how to log a follow-up note to a TB health screening. To record a client's health screening for both COVID and TB from the Client Contact Record, click here.
Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
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Recording a Client's COVID Test Results
Updated onArticleAs we continue to test clients for COVID who are displaying symptoms or who may have been exposed by another individual, we'll need to record that information in Salesforce. This article describes how to record a client's COVID test results.
Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
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Recording a Client's COVID Vaccine
Updated onArticleAs clients receive initial COVID Vaccines and follow-up boosters, we can notate this on their record. This article describes how to record a client's COVID vaccinations.
Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
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Record a Client Health Screening
Updated onArticleAs we continue everyday to track potential symptoms of COVID or TB, we'll need to record that information in Salesforce for reporting to the Department of Health. This article describes how to record a client's health screening for both COVID and TB from the Client Contact Record.
Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
Article also found in:
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Updating a Client's TB Status
Updated onArticleAs a client's TB test results expire, the client needs to be retested and the results input into the system. The Department of Public Health routinely audits us to ensure we're following regulations concerning tuberculosis testing and quarantine. This article describes how to update the TB status from the quick action button on the contact record.
Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
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Helping a Mother or Guardian Fill Out the Children's Intake Form from Email
Updated onArticleWhen a mother or guardian has been accepted into Atlanta Mission or when a mother's child comes later to Atlanta Mission, we need them to fill out the Children's Intake form in order to collect information important for the Children's Social Worker, Behavioral Coaches, and Teachers, as well as to have them sign Releases of Information, photo waivers, and other agreements, etc. This article describes how to help a mother or guardian fill out the Children's Intake Form.
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Logging a Previous Text in RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you easily log previous texts to clients and corporate partners directly from your Salesforce account. This article shares how to log a previous call made or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to make a call through RingCentral for Salesforce, click here.
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