Manage Client Information

Manage Client ID

Use Client IDs to identify and keep track of clients.

If your organization has client IDs from an existing system, you can add them to the Client ID field on a client's Contact record. You can also use the Client ID Generator, which your Salesforce admin can configure, to automatically create and assign a unique ID.

1. From a client's Contact record or an Intake, click Manage Client ID.

2. Enter a Client ID, or click Generate Random Client ID. 

3. Click Update.

Add Client to a Watch List

Add a client to a Watch List if they need heightened attention from your staff.

To add a client to a watch list:

1. On a client’s Contact record, click the Details tab.

2. Next to Watch List, click .

3. Select Watch List.

4. Click Save.

To remove a client's Watch List designation, deselect Watch List.

Create Client Alerts

Use Client Alerts to track important information about the client that will display on their Client Card.

To create a Client Alert:

1. On a client's Contact record, click the Related tab.

2. In the Client Alerts related list, click New.

3. Give the Client Alert an informative name, for example, Robin was recently released from rehab or Tom has an acute peanut allergy and carries an EpiPen.

4. Make sure Active is selected.

5. Click Save.

To remove a Client Alert, deselect Active.

Log a Client Incident

Use client incidents to track client events that need to be documented.

Create an Incident if something happened involving the client that needs to be documented.

1. At the top of a client's Contact record, click New Incident.

2. Enter information about the incident.

3. Click Save.

4. Refresh the browser page to see the Incident listed on the Incidents component.

5. Click the incident link to see incident details. Click Back to List to return to the list of incidents, or click Go to Incident Details to view the complete incident record.