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Client Services Salesforce
I'm a Vocational Training Manager, Now What?
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Client Salesforce Overall Manual
I'm an Intake Specialist, Now What?
I'm an Ambassador, Now What?
I'm a SW, Now What?
I'm a FH/CH Leader, Now What?
I'm an Advocate, Now What?
I'm a Counselor, Now What?
I'm a CRS, Now What?
I'm a Make Progress Leader, Now What?
I'm a Sustain and Grow Lead, Now What?
I'm a CLA, Now What?
I'm a CLL, Now What?
Children Services
I'm a Campus Director, Now What?
I'm a Campus Admin, Now What?
Next Steps Make Progress Leader
I'm a VTS or VDT, Now What?
I'm a Retention Coach, Now What?
I'm a CAM, Now What?
I'm a Campus Director, Now What? (copied)
Getting Started
6 Articles
Logging In
Searching for a Client
Assigning a Client to a Caseload
Navigating a Client's Contact Page as a Case Manager
Accessing a Client's Active Program Engagement
Navigating Make Progress Program Engagement Page
Updating Client Information
5 Articles
Updating a Client's Contact Information
Updating a Client's Allergies
Updating a Client's Meal Accommodations
Indicating a Client Made a Decision for Christ
Indicating a Client has been Baptized while at Atlanta Mission
Vocational Training Assignments (VTA)
3 Articles
Creating Vocational Training Assignments
Updating a VTA
Weekly VTA Evaluations
Client Notes
3 Articles
Creating a Case Management Client Note
Add Files while Writing a Client Note
Using a Template to Write Your Note
Incidents (Strikes and General Incidents)
5 Articles
Recording Engagement Strikes
Recording General Incidents
Recording Community Living Infractions
Printing Incidents
Adding Follow-Up Comments to an Incident
Files
1 Article
Adding a Document to a Client's Files
Goals and Case Plans
6 Articles
Navigating Case Plan Pages
Adding a Goal to a Case Plan
Adding an Action Item to a Goal
Updating the Status of a Goal
Updating the Status of an Action Item
Changing the Owner of a Case Plan
Classes & Groups
4 Articles
Enrolling Additional Clients in a Class or Group
Adding Class/Group Notes
Mark Attendance for a Class or Group Session
Removing Clients from a Class or Group
Outcomes
3 Articles
Navigating Outcomes on the Make Progress Program Engagement
Navigating the Individual MP Outcome Area List View Page
Tracking Outcomes as a VTM
Assessments
1 Article
Creating a Risk Assessment
Service Deliveries (Passes)
1 Article
View All Service Deliveries for a Particular client
Drug Screens
1 Article
Record a Client's Drug Screen Results