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Link2Feed Intake User Manual

Overview
Pages
•
2022 Product Release & Launch Roadmaps
Technical Tools
Login
•
What is a Portal Announcement?
User Profile
Clients
•
How Do I Search for Clients?
How Do I Update an Existing Client?
Case Management Features
How Do I Add a New Client?
•
"Last Profile Review" & "Complete Review Now"
•
How Do I Set a Forced Profile Review for All Clients?
Recording Visits
•
How Do I Edit or Delete a Visit?
•
How Do I Edit or Delete an Appointment?
•
Visit Intervals Feature
How Do I Add a Visit?
•
How Do I Create a Client Notes Review?
Client Duplicates
Appointment Lists
CSFP Lists (US Only)
•
How Do I Create a Social Service Follow-Up List? (US Only)
•
How Do I Create a FFC Client List? (US Only)
•
How Do I Create a POH Client List (Salvation Army Canada ONLY)?
Generic Programs
Christmas Program
Messages
Reports
Administration
Support
FAQ
Version Rollouts
•
Client Intake Fields & Considerations 2021 (Canada Networks)
  1. Link2Feed Intake User Manual
  2. Clients
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Recording Visits

Created by Stephanie McLean (Unlicensed)
13 Nov, 2017
Loading views data...

TitleCreatorModified
How Do I Edit or Delete a Visit?Stephanie McLean17 Feb, 2021
How Do I Add a Visit?Stephanie McLean11 Feb, 2021

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