Client Services Salesforce

Tracking Outcomes as a Client Advocate

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When a client enters Make Progress, Advocates track their progress in two outcome areas: Spiritual and Relational. Actions taken by Make Progress staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes.

This article describes how to track outcomes as a Client Advocate

Spiritual Outcome Area

1. Complete KWL: Advocates track attendance for the Know, Walk, Live classes they teach. To learn how to track attendance for a class, click here.

2. 8 Weeks Bible Study: Advocates track attendance for the Bible Studies they lead or facilitate. If the study is led or facilitated by a volunteer, a Campus Admin or the Advocate should log the attendance. To learn how to track attendance for a class, click here.

3. Offered Prayer: When an Advocate offers prayer during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

4. Offered Salvation: When an Advocate offers salvation during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

5. Offered Baptism: When an Advocate offers baptism during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

6. Spiritual Health Goals: Each time an Advocate meets with a client, they need to create and update Goals within the Spiritual Health Case Plan. To learn how to add a Goal to a Case Plan, click here. To learn how to update the Status of a Goal, click here.

Relational Outcome Area

1. Recovery Meetings: Advocates track attendance for Recovery Meetings as a class when clients bring them letters that indicate they attended. To learn how to track attendance for a class, click here.

When the Advocate performs one of these Outcome Activities, both the individual Outcome area donut chart and the Outcome listview with Points will update automatically.

Way to track that Outcome!

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