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Client Services Salesforce
I'm a CLL, 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 Vocational Training Manager, 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?
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 and General System Navigation
3 Articles
Logging In
Searching for a Client
Navigating a Client's Contact Page as a CLA
Medications
1 Article
Recording Medications
Client Notes
2 Articles
Creating a Community Living Client Note
Add Files while Writing a Client Note
Health Screenings (COVID, TB Tracking)
5 Articles
Updating a Client's TB Status
Record a Client Health Screening
Recording a Client's COVID Vaccine
Recording a Client's COVID Test Results
Log TB Symptom Follow-up Notes
Files
1 Article
Adding a Document to a Client's Files
Incidents
7 Articles
Recording Community Living Infractions
Recommend a Ban
Recording Bans
Recording General Incidents
Recording a DFCS Case
Printing Incidents
Adding Follow-Up Comments to an Incident
Cold Weather Screening and Intake
4 Articles
Completing a Cold Weather Screening with a New Applicant
Completing a Cold Weather Screening with a Previous Client
Uploading a Client Image
Assigning a Client to a Cold Weather Bed
Beds and Bed Assignments
6 Articles
Assigning a Client to a Bed
Transfer a Client to Another Bed
Discharge a Client from their Bed
Mark a Client as Quarantined
Remove a Client from Quarantine
Record a Missed Bed Check
Updating Client Information
7 Articles
Updating a Client's Contact Information
Updating a Client's Clothing Sizes
Updating a Client's Allergies
Updating a Client's Meal Accommodations
Marking a Client as Pregnant
Indicating a Client Made a Decision for Christ
Indicating a Client has been Baptized while at Atlanta Mission (copied)
Drug Screens
1 Article
Record a Client's Drug Screen Results
Assessments
1 Article
Creating a Risk Assessment