Client Services Salesforce

Recording a BPS

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As Counselors in Make Progress continue to meet with clients on their caseloads, we need to perform the BPS within 14 days of a client's arrival in Make Progress. The BPS helps to understand how certain factors affect a person's health and well-being. The information gathered can help you develop effective treatment plans.

This article describes how to record a BPS. To learn how to continue a BPS assessment during the next session, click here.

The assessment will not autosave, you must hit Save and Continue at the end of each page to save your progress.

Begin from the client's Contact Page.

1. Click Assessments.

2. Scroll down and click New Assessment.

3. Select BPS.

4. Click Next.

Depending on your internet connection, it may take a few moments for the assessment you selected to load. During this time you will see dots on the screen. Keep waiting and it will load.

5. Read the Introduction.

6. Click Next.

7. Answer the General Information questions.

Depending on your answer to each question, more questions may appear.

If a client answered one of these questions during screening or intake, their answer will appear above the related question for reference.

8. Click Save and Continue.

9. Answer all the Medical questions.

10. Click Save and Continue.

11. Answer all the Education/Employment questions.

12. Click Save and Continue.

13. Answer all the Legal questions.

14. Click Save and Continue.

15. Answer all the Psychological questions.

Some pages will have tables or rubrics to explain a question's rating scale. If you're unsure, read over the image and then select the client's answer.

You can find a printout for clients to review the rubrics here: Psychological-Section-Scales.docx

16. Click Save and Continue.

17. Answer all the Alcohol/Drug History questions.

18. Click Save and Continue.

19. Answer all the Family/Social Support questions.

20. Click Save and Continue.

21. Answer all the Residential questions.

22. Click Save and Continue.

23. Answer all the Spiritual questions.

24. Click Save and Continue.

25. Answer all the SNAPs questions.

26. Click Save and Continue.

27. Answer all Goals questions.

28. Click Save and Continue.

28. Answer all Assessment Summary questions.

29. Sign your name with either your laptop trackpad or your screen if it is touchscreen.

30. Print your name and your credentials.

e.g. Rosie Cat, LPC

31. Click Save and Continue.

The BPS has been created and can be found in the Assessments section of the Contact as well as the client's Make Progress Program Engagement.

Great job! Now go recharge with some seat spinning.

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