Client Services Salesforce

October 29, 2018: PSP Updates

Updated on

Clinical Assessment - DLA Questions

All the questions on the DLA were added to the assessment to be able to track a clients progress.

Forward movement towards Make Progress goals will be determined with data provided from a client’s self-assessment of need (NA/NA-Lite scores) & an assessment of a client’s living strengths (DLA-20 scores). This means that a client’s overall level of need, satisfaction with any identified challenges, and clinical progress should be taken into account before finalizing a client’s PSP completion.

Note: Some automation will be used to help reduce the nuances associated with the goal evaluation and completion process. See the help text for assistance.

Automation of DLA (Assessments to MP Goals)

*Added week of 11/5/2018; Any assessments created PRIOR to the automation will allow not impact the MP Goal statuses (notated as a "Historical" record type.  Only NEW Clinical Assessments (notated as a "Clinical Assessment" will automate the completion of MP Goals.

The New Make Progress Goals / New Outcome Indicators below shows the relationship between Make Progress goals and Clinical Assessment Scores in Salesforce.  As a client’s DLA-WNL score passes the minimum approved level (5) the associated goal may be marked "Complete" with Today's Date as the End Date. A calculated “Strength of Activity Score” will be used in circumstances where multiple DLA-20 activities are associated with a Make Progress goal.

New Make Progress Goals / New Outcome Indicators

Outcome Indicator (Old) Outcome Make Progress Goal (New) Goal # Short Name DLA Questions
N/A 1 - Rooted in Community Know Christ, Walk with Christ, Live for Christ 1.1 Rooted in Community: God See Needs Assessment
Passing Score on Clinical Assessment 1 - Rooted in Community Understand, own, and begin to overcome factors towards my homelessness (be healthy/whole).
1.2 Rooted in Community: Self 1,4,7,10,11,14,16,17,18,19,20
Developed 1 healthy relationship

1- Rooted In Community
Begin to build and restore healthy relationships with friends, children, spouse, and others in my community that offer mutual growth and respect.
1.3
Rooted in Community: Others

9,13
All Yes on Service Activity
2 - Retain Employment Develop & exhibit skills in time management, Communication, professionalism, conflict resolution, and team work. 2.1 Retain Employment: Soft Skills 3,5,8,17,18,19,20
Completed Partner Vocational Training OR Obtained Job prior to Training
2 - Retain Employment Acquire key tools needed to find and secure work. 2.2 Retain Employment: Job Training 15 (see also service activity – “all yes”)
Retains Full Time Employment 2 - Retain Employment

Obtain and retain employment that meets my needs.
2.3
Retain Employment: Quality Employment
Needs Assessment (See Employment)

Has a Budget
3 - Secure Housing

Learn and demonstrate good stewardship of financial and material resources
3.1 Secure Housing: Stewardship

2,6,12

Has a Housing Stability Plan

3 - Secure Housing
N/A N/A N/A N/A

Lease Agreement

3 - Secure Housing

Secure housing that matches my communal, financial, and vocational needs.
3.2
Secure Housing: Quality Housing

Needs Assessment (See Housing)

When the system automates some of the completion of MP Goals; you'll want to keep an eye on the client's "Activity Strength" on the Outcome Indicator.  All automation is forward moving (i.e. will not change the status back to "In Progress") so if a client regresses, you will need to manual update their status.  See below screen shot - client's goal 1.3 is now '3 - Occassionally' for Activity Strength but Status is "Complete".

Validation Rules

Start and End Dates will be required on Client Goals are started and marked as Complete.

DLA Assessment scores need to be a numerical value between 1-7.

 

New PSP Layout

Although the general look and feel has remained the same, field labels and in some instances headers have been renamed.

  1. Atlanta Mission Outcomes = Relabeled to Make Progress Outcomes
  2. Outcome Indicators = Make Progress Goals
  3. Goals = Clinical Goals/Objectives