Client Services Salesforce

Tracking Outcomes as a VTM

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When a client enters Make Progress, VTMs 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 VTM.

Spiritual Outcome Area

1.Offered Prayer: When an VTM 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.

2.Offered Salvation: When an VTM 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.

3.Offered Baptism: When an VTM 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.

Relational Outcome Area

1. VTA Score: VTM records a VTA Evaluation for the client weekly. Reaching an average score of 3.0 generates Task Points. To learn how to create a VTA Evaluation, click here.

When the VTM performs this Outcome Activity, both the Outcome donut chart for that Outcome Area and the Outcome listview with Points will update automatically.

Way to track that Outcome!

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