Recent updates
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Case Managers: Submitting a Client for Approval to the Next Program Phase
Updated onArticleAs Case Managers continue to meet with clients on their caseloads and perform needs assessments, there will likely come a point that a client is found eligible and ready to progress to progress to the next program phase. This article describes how to submit a client to your leader for approval to progress. To learn how to recommend a persona change, click here.
Next Steps I'm a Campus Director, Now What? (copied) Approvals
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Recording Bans
Updated onArticleTo ensure our clients' and staff members' safety on campus, we need to record client bans. Bans will alert staff that a client should not enter Atlanta Mission properties assuming it's a lifetime ban or the ban expiration date has not passed. This article describes how to document a temporary ban or a lifetime ban on a client's profile. To learn how to document an incident, click here.
Next Steps I'm a Campus Director, Now What? (copied) Incidents
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Assigning a Client to a Bed
Updated onArticleWhen a client or their children arrive at Atlanta Mission, we need to assign the client to a bed. There are two ways to assign a client to a bed. The Beds List or by searching for the bed. This article describes how to assign a client to a bed. To learn how to transfer a client to a different bed, click here.
Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
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Viewing Services Offered
Updated onArticleFrom the Program Page, staff view all services provided in the program. Leaders and Campus Admins can also create new Classes/Groups from the Program page to offer in that Program. This article describes how to view Services offered in a particular Program. To learn how to locate the correct Program page, click here.
Next Steps I'm a Campus Director, Now What? (copied) Services
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Correcting Exiting Information on the Weekly Discharge Report
Updated onArticleEach time a CLA discharges a bed, they update the client's exiting information, including Exit Reason, Exit Sub Reason, and Destination/Housing type. This automatically updates and closes the Program Engagement as well. At times, a leader or a Case Manager may have a clearer understanding of why a client left and where they exited to. In this case, the Case Manager can update the exiting information from the Weekly Discharge report or from the Program Engagement. This article describes how to correct the Exiting Information.
Next Steps I'm a Campus Director, Now What? (copied) Client Discharges
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Creating a Case Management Client Note
Updated onArticleAs Ambassadors, Advocates, Vocational Training Managers, and Sustain and Grow Leaders continue to meet with clients on their caseload in, we need to document the time and length of the meetings, as well as the content of the discussion. This article describes how to create a Case Management Client Note.
Next Steps I'm a Campus Director, Now What? (copied) Client Notes
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Recording Client Passes
Updated onArticlePasses are given to clients when they are leaving campus, when they need to take MARTA, and, on some campuses, when they need to make a phone call. Tracking passes are critical to know when a client is off campus or when they've received specific services from us. This article explores how to give each type of pass. This article describes how to record client passes. To learn how to record a MARTA Card, click here.
Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
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Creating a New Class or Group
Updated onArticleFrom the Program Page, Leaders and Campus Admins can create new Classes/Groups from the Program page to offer in that Program. This article describes how to create a new class or group to offer in a particular Program. To learn how to view Services offered in a particular Program click here.
Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
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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.
Next Steps I'm a Campus Director, Now What? (copied) Assessments
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Adding a Document to a Client's Files
Updated onArticleAs Atlanta Mission staff meet with clients, we need to upload documents to their files for future reference. Documents like agreements, contracts, exit letters, and schedules. All Services Staff can view files in a Client's files. This article describes how to add a document to a client's File.
Next Steps I'm a Campus Director, Now What? (copied) Files