Recent updates
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Creating a Retention Coach Assessment
Updated onArticleAs a client begins working at their new job and meeting with their Retention Coach, we need to record a Retention Coach Assessment each time to ensure the client is meeting and growing in the Core Competencies in order to maintain and grow in their job. There are two ways to create a Retention Coach Assessment, from the Client's Contact Page and from the Client's Next Steps Program Engagement. This article describes how to create a Retention Coach Assessment.
Next Steps Next Steps Make Progress Leader Assessments
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Recording a CAM Assessment
Updated onArticleAs clients graduate from Transformations, we need to administer a CAM Assessment to determine their fit for specific corporate partners. This article describes how to create a new CAM Assessment. To learn how to create a new Vocational Assessment, click here.
Next Steps Next Steps Make Progress Leader Assessments
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Recording a Children's Assessment
Updated onArticleAs Children's Services staff members at My Sister's House continue to meet with children on their caseloads, we need to record the Children's Assessment to measure the child's needs and create a treatment plan. This article describes how to record a Children's Assessment.
Other I'm a Campus Director, Now What? Assessments
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Recording a DLA
Updated onArticleAs Counselors in Make Progress continue to meet with clients on their caseloads, we need to regularly perform the DLA to measure a client's mental health and disability impact on daily activities over time. The DLA score also impacts a client's ability to move on to the @Work program. This article describes how to record a DLA.
Make Progress I'm a Make Progress Leader, Now What? Assessments
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Creating a Risk Assessment
Updated onArticleWhen a client shows signs they may be a risk to themselves or to others, we must create a risk assessment and safety plan with them to evaluate the risk and to prepare for when things may feel difficult for them. This article describes how to create a Risk Assessment.
Community Living I'm a CLA, Now What? Assessments
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Recording a Needs Assessment
Updated onArticleAs Case Managers in Find Hope and Choose Help continue to meet with clients on their caseloads, a client may express interest in moving forward to Make Progress. When a client expresses this interest, we need to record a Needs Assessment. This article describes how to record a Needs Assessment.
Find Hope and Choose Help I'm an Ambassador, Now What? Assessments
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Recording a Vocational Assessment
Updated onArticleAs Social Workers and CRS in Make Progress continue to meet with clients on their caseloads, we need to administer a Vocational Assessment to determine the clients' eligibility for Job Search Workshop or @Work, as well as to determine any current barriers to employment. This article describes how to record a Vocational Assessment.
Make Progress I'm a CRS, Now What? Assessments
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Understanding my Goal Metrics (copied)
Updated onArticleThe My MP CRS Performance dashboard helps you monitor your performance and ensure you are meeting role expectations. A key component of this is your goal metrics, which track whether you've developed vocational and housing goals for each client. Understanding these metrics enables you to stay on top of your goal-setting responsibilities and identify areas where you can improve timeliness. This article explains how to interpret and analyze your goal metrics. The reports below include all clients under your care and the status of their emotional and social goals. The reports described below include all clients for whom you were responsible and the status of their Vocational and Housing Case Plans.
Make Progress I'm a CRS, Now What? KPIs
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Understanding my Assessment Metrics
Updated onArticleThe My MP CRS Performance dashboard helps you monitor your performance and meet role expectations. A key part of this is your assessment metrics, which track whether you've completed a Vocational Assessment with each client, as well as how timely those assessments were. Understanding these metrics helps you stay on top of your assessment responsibilities and identify areas where you can improve timeliness. This article explains how to read and understand your assessment metrics. The reports described below include all clients for whom you were responsible and the status of their Vocational Assessments.
Make Progress I'm a CRS, Now What? KPIs
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Logging Meetings with Community Organizations/Partners
Updated onArticleLogging meetings with community organizations helps track relationships and meet goals. Social Workers and CRS are expected to meet with two organizations each month. Recording these meetings in Salesforce tracks progress and ensures new staff can review past interactions when managing the relationship. This article describes how to log a meeting with a community organization.
Make Progress I'm a CRS, Now What? Referral Organizations