Search134 Results

Instructions on how to install the Salesforce add-in to Outlook, how to link emails to records and how to view them.
HCOM's Community Health Programs will sometimes need access to a VDI to download and store PDF documents with protected health information. These instructions explain how to install VMWare Client, access the Virtual Desktop, and sign into to Adobe Acrobat to manage the PDFs.
Instructions for entering and managing preceptor capacity in eMedley.
List and Overview of Software Applications for HCOM Employees
Instructions on how to access and use the examn+ reports to view test and quiz results.
The Graduation Checklist is an object in Salesforce used by multiple departments to verify that a medical student has met the criteria for Graduation. This object is created and updated via some Process-Builders and Flows. This article will describe these automations.
High level overview and navigation of backend Salesforce for staff.
How to request and gain access to ClerkChat
How to assign a conversation thread to someone on your team to review and respond to.
Campaigns are used to send a mass blind text to a group of contacts in a list.
How to create a group of contacts into a list in ClerkChat. Lists are used for campaign
Templates are standardize SMS communications you can setup in advance to send to recipients.
How to navigate ClerkChat, an SMS solution that integrates with both Salesforce and Microsoft Teams