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Client Services Salesforce
I'm a Counselor, 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 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
Navigating a Client's Contact Page as a Case Manager
Accessing a Client's Active Program Engagement
Navigating Make Progress Program Engagement Page
Assigning a Client to a Caseload
KPIs
4 Articles
Understanding my Client Note Metrics
Understanding my Class Metrics
Understanding my Assessment Metrics
Understanding my Goal Metrics
Updating Client Information
6 Articles
Updating a Client's Contact Information
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
Outcomes
3 Articles
Navigating Outcomes on the Make Progress Program Engagement
Navigating the Individual MP Outcome Area List View Page
Tracking Outcomes as a Counselor
Client Notes
2 Articles
Creating a SOAP Note
Add Files while Writing a Client Note
Assessments
3 Articles
Creating a Risk Assessment
Recording a DLA
Recording a BPS
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
Classes and Groups
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
Files
2 Articles
Adding a Document to a Client's Files
Adding a Document to a Client's Clinical Files
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
Client Alerts
2 Articles
Creating a Client Alert
Deactivating a Client Alert
Service Deliveries (Referrals, Passes, MARTA)
6 Articles
Recording an External Community Referral
Recording an Internal AM Referral
Recording Multiple Services at Once
View All Service Deliveries for a Particular client
Recording Client Passes
Recording a MARTA Card
Medication
1 Article
Viewing a Client's Medications
Approvals for Persona Changes
1 Article
Case Managers: Recommending a Persona Change for a Client