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Client Services Salesforce
I'm an Advocate, 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 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?
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
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
KPIs
5 Articles
Understanding my Client Note Metrics
Understanding my Class Metrics
Understanding my Assessment Metrics
Understanding my Drug Screen Metrics
Understanding my Campus CSAT Metrics
Outcomes
3 Articles
Navigating Outcomes on the Make Progress Program Engagement
Navigating the Individual MP Outcome Area List View Page
Tracking Outcomes as a Client Advocate
Client Notes
3 Articles
Creating a Case Management Client Note
Add Files while Writing a Client Note
Using a Template to Write Your Note
Assessments
1 Article
Documenting a Spiritual Assessment
Case Plans and Goals
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
Service Deliveries (Passes, MARTA, Referrals)
6 Articles
Recording Client Passes
Recording a MARTA Card
Recording an External Community Referral
Recording an Internal AM Referral
Recording Multiple Services at Once
View All Service Deliveries for a Particular client
Incidents (Strikes and General Incidents)
5 Articles
Recording Engagement Strikes
Recording General Incidents
Recording a DFCS Case
Printing Incidents
Adding Follow-Up Comments to an Incident
Files
1 Article
Adding a Document to a Client's Files
Classes and Groups (Service Schedules and Sessions)
5 Articles
Creating Sessions of a Class or Group
Enrolling Additional Clients in a Class or Group
Removing Clients from a Class or Group
Mark Attendance for a Class or Group Session
Adding Class/Group Notes
Drug Screens
1 Article
Record a Client's Drug Screen Results
Approvals for Client Progression and Persona Changes
2 Articles
Case Managers: Submitting a Client for Approval to the Next Program Phase
Case Managers: Recommending a Persona Change for a Client
Medications
1 Article
Viewing a Client's Medications
Discharging a Client from the Program
1 Article
Discharge a Client from the Program
Client Discharges
1 Article
Correcting Exiting Information on the Weekly Discharge Report