Client Services Salesforce

Navigating the Children's Services Program Engagement Pages

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From the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc.

This article describes how to navigate the Program Engagement page for Children's Services.

Highlights Panel

1. Program Engagement Name: Always states Program Phase - Campus Date Started: Client Name.

2. Client's Name: Links back to the Client's contact page.

3. Program Phase.

4. Active/Inactive: Shows whether the client is active in the Program Phase.

5. Household Account: Links to the child's family.

6. Expected Completion Date: The date the client is expected to complete that Program Phase. In Make Progress, this is based on their Persona track.

7. # Days Enrolled: The number of days the client has been enrolled in this Program Phase.

8. Quick Action buttons.

Information Section

9. Client's Name: Links back to the Client's contact page.5. Status: Whether or not the Program is currently active at Atlanta Mission.

10. Program Engagement Name: Always states Program Phase - Campus Date Started: Client Name.

11. Program.

12. Active/Inactive: Shows whether the client is active in the Program Phase.

13. Last Service Date: The date a service such as a pass, MARTA Card, session, or referral was provided to the client.

14. Attendance Summary: Shows the percentage of class or group sessions that a client was enrolled in that they attended in this Program phase. (i.e. Enrolled in 8 class sessions, attended 6 - 75%)

15. Consecutive Absences: Shows the number of Consecutive Absences a client has had.

Team section

16. Childcare Advocate.

17. Behavioral Coach.

18. Assigned Children's SW.

19. Children's Counselor.

Additional Details section

20. Start Date: The date the client was enrolled in this Program Phase.

21. # Days Enrolled: The number of days the client has been enrolled in this Program Phase.

22. Expected Completion Date: The date the client is expected to complete that Program Phase.

23. Site: The site the Program phase is taking place in.

System Information Section

24. Created By: Shows what staff member created the Program Engagement.

25. Record Type: Shows what Program Phase the client is in.

26. Last Modified By: Shows what staff member last modified the Program Engagement.

Right Sidebar

27. Client Notes: All progress notes written during this particular Program Phase. New Client Notes can be created from this section.

28. Goals and Case Plans: All Goals and Case Plans for this particular client for this particular Program Phase. New Goals can be created from this section.

29. Service Deliveries: All MARTA Cards, passes, referrals, and sessions given during this particular Program Phase.

30. Service Participants: All classes or groups the client is enrolled in.

35. Assessments: All assessments created during this particular Program Phase. New Assessments can be created from this section.

36. Files: All files uploaded directly to the Program Engagement. Can be helpful for files that only Case Managers and Leaders should see.

37. Jobs: All jobs obtained by a teen during this particular Program Phase. New jobs can be created from this section.

Way to navigate!

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