Session

Transforming Salesforce Tools: Assessing change for Mental Health and Social Service Clients

During this session, you will learn how Felton Institute created a HIPAA and Medicare compliant electronic health system known as CIRCE to meet the reporting and case management needs of small and medium-sized social service not for profits. We will demonstrate how Felton uses CIRCE to track and report key client and program outcomes. In addition, we will provide an overview of a scalable feature/functions to illustrate the use of data dashboards, program profiles, and billing.

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