Recent updates
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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.
Next Steps I'm a Campus Director, Now What? (copied) Assessments
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Adding Class/Group Notes
Updated onArticleOnce a Class or Group session has occurred, we need to add notes as to what took place in the class or group. This article describes how add notes about a class/group.
Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
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Navigating Case Plan Pages
Updated onArticleFrom the Case Plan Page, staff can see all details for the client's case plan and goals for a particular phase or outcome. This article describes how to navigate the Case Plan page.
Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
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View All Service Deliveries for a Particular client
Updated onArticleAt times, Case Managers and Leaders need to view what Service Deliveries a client has received. This is particularly true if a client is transferred to another Case Manager. This article describes how to view all service deliveries for a particular client.
Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
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Adding Follow-Up Comments to an Incident
Updated onArticleAt times, you may need to add follow-up comments to a Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share further coaching conversations with the client.. This article describes how to add follow-up comments to an incident.
Next Steps I'm a Campus Director, Now What? (copied) Incidents
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Indicating a Client has been Baptized while at Atlanta Mission
Updated onArticleAt times, we may have the wonderful opportunity to see a client be baptized while they stay with us at Atlanta Mission. When this occurs, we note the date and their baptism in Salesforce to ensure we celebrate and that future caseworkers are aware and can connect with them on their faith. This article describes how to indicate that a client has been baptized while at Atlanta Mission. To learn how to indicate that a client made a decision for Christ, click here.
Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
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Navigating the Sustain and Grow Program Engagement Page
Updated onArticleFrom the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc. This article describes how to navigate the Program Engagement page for Sustain and Grow. To learn how to navigate the Program Engagement pages for Find Hope and Choose Help, click here. To learn how to navigate the Program Engagement page for Make Progress, click here.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Assigning a Client to a Cold Weather Bed
Updated onArticleWhen a client is screened and accepted into Atlanta Mission for Cold Weather shelter, we need to assign that client a cold weather bed. This article describes how to assign a client to a cold weather bed. To learn how to assign a client to a regular shelter bed, click here.
Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - MSH
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Adding a Goal to a Case Plan
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to add a goal for the individual client to their Case Plan to track and follow-up on. This article describes how to add a goal to a case plan. To learn how to update the status of a goal on a case plan, click here.
Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
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Updating Client Income
Updated onArticleAs a client gains income whether through a job, SSI, or some other form, we need to update that on their contact record. If we have clients receiving income from specific sources, we receive additional food from the food bank. That's why updating this information is such a key priority. This article describes how to update a client's income.
Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information