Client Services Salesforce

Recent updates

Assigning a Client to a Caseload
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Completing a Walk-up Screening with a Previous Client at Restoration House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
Completing a Cold Weather Screening with a New Applicant
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - TSI
Recording Community Living Infractions
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents
Creating a New Class or Group
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Services
Leaders: Approving/Denying Client Progression
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Approvals
Entering a Print Application
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied)
Creating a SOAP Note
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Recording an External Community Referral
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Updating a Client's Allergies
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information