Recent updates
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Assigning a Client to a Caseload
Updated onArticleAs clients begin to receive Atlanta Mission services they progress through the different phases of our programs, they need to be assigned to Case Managers who will serve clients to assist them in overcoming their circumstances. Case Managers include Ambassadors, Client Resource Specialists, Social Workers, Advocates, Counselors, and Children's Services Roles. This article describes how to add a client to a caseload within Salesforce. Once you add a client to a caseload, they will appear that Case Manager's report.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Completing a Cold Weather Screening with a Previous Client
Updated onArticleWhen an applicant arrives seeking cold weather shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted. This article describes how to complete a Cold Weather Screening with a previous client seeking shelter. To complete a Cold Weather Screening with a new applicant, click here.
Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - MSH
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Adding an Action Item to a Goal
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to add action items (tasks) to reach each specific goal. This article describes how to add an action item to a goal. To learn how to add a goal to a case plan, click here.
Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
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Viewing Programs at Atlanta Mission
Updated onArticlePrograms in Salesforce help track what Program a client is in, the different services and classes we're providing in the Program, the details of the Program, and the key metrics we've identified for the Program. This article describes how to view all Programs offered at Atlanta Mission. To create a new Program if we develop a new phase, reach out to the Systems team by filling out the IT Request form.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Changing the Owner of a Case Plan
Updated onArticleAt times, a client may move to a different Case Manager's Caseload. When this occurs, we need to change the owner of the Case Plan. This article describes how to change the owner of a Case Plan.
Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
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Navigating the Program Page
Updated onArticleFrom the Program Page, staff can see a description of the program, view all services provided in the program, and see everyone currently enrolled or enrolled in the past. Leaders and Campus Admins can also create new Services and Classes/Groups from the Program page to offer in that Program. This article describes how to navigate the Program page. To learn how to locate the correct Program page, click here.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Updating the Status of a Goal
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to update the status of a goal for the individual client in their Case Plan. This article describes how to update the status of a goal in their case plan. To learn how to add a goal to their case plan, click here.
Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
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Editing the Program
Updated onArticleOccasionally, a Leader or Campus Admin may need to update specific details of the Program as our offerings evolve. Please make sure you have permission from the Chief Program Officer before you make any changes. This article describes how to edit the Program page. To learn how to locate the correct Program page, click here.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Updating the Status of an Action Item
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to update progress for action items (tasks) to reach each specific goal. This article describes how to update the status of an action item for a goal. To learn how to add an action item to a goal, click here.
Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
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Logging In
Updated onArticleIf you have access to the Internet and are logged into your AM Staff Microsoft account, you can log into Salesforce. You may be prompted to authenticate via the Microsoft app when you login, so have your smartphone ready.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started