As clients begin to receive Atlanta Mission services they progress through the different phases of our programs, they need to be assigned to Case Managers who will serve clients to assist them in overcoming their circumstances. Case Managers include Ambassadors, Client Resource Specialists, Social Workers, Advocates, Counselors, and Children's Services Roles.
This article describes how to add a client to a caseload within Salesforce. Once you add a client to a caseload, they will appear that Case Manager's report.
From the client's Active Program Engagement.
1. Scroll down on the active Program Engagement page to the Team section.
2. Click the pencil icon by the correct role.
Depending on the program phase the client is currently in, the roles available will be different. e.g. Counselors are solely available in Make Progress and Sustain and Grow.
3. Begin to type the Case Manager's name in to the Search Contacts field by the assigned role.
4. Select the correct name when it appears in the dropdown.
5. Click Save.
This client will now appear on the correct caseload report!
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