Recent updates
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Searching for a Client
Updated onArticleIn order to view and update client information, we need to navigate to their Contact Page. Using the search bar is one way to navigate to a client's Contact Page. Searching for a client before creating a record is also a way to prevent duplicates from being created. When duplicate clients occur, we are unable to see the full client history. This article shares a simple way to search for clients.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Updating a Client's Contact Information
Updated onArticleIn order to communicate well with our clients as well as to ensure that they receive the automated Hope Scale Survey, we need to keep their phone number and email up to date. This article describes how to update a client's contact information.
Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
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Completing a Walk-up Screening with a New Applicant at Restoration House
Updated onArticleWhen an applicant arrives at Restoration House seeking 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 walk-up screening with a new applicant seeking shelter. To complete a walk-up screening with a previous client, click here.
Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
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Recording General Incidents
Updated onArticleTo ensure our clients' and staff members' safety on campus, we need to track incidents that occur for documentation and to ensure similar issues don't occur in the future. This article describes how to document an incident on a client's profile. To document an Engagement Strike, click here. To document a Community Living Infraction, click here.
Next Steps I'm a Campus Director, Now What? (copied) Incidents
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Transfer a Client to Another Bed
Updated onArticleWhen a client moves to a different bed whether at the same Atlanta Mission campus or a different campus, we need to transfer their bed in the system. You can transfer the client either from their Contact Page or from their Bed Assignment. This article describes how to transfer a client from one bed to another. To learn how to discharge a client from their bed, click here.
Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
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Editing the Service Details
Updated onArticleOccasionally, a Leader or Campus Admin may need to update specific details about a specific service, class, or group we offer. Please make sure you have permission from the Chief Program Officer before you make any changes.This article describes how to edit the Service description.
Next Steps I'm a Campus Director, Now What? (copied) Services
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Case Managers: Recommending a Persona Change for a Client
Updated onArticleAs Case Managers continue to get to know clients on their caseloads there may come a point that a change in persona is needed. A client's persona is assessed at screening based upon their highest presenting need at the time. However, as a client stabilizes or becomes more highly motivated, they may share more information and their highest presenting need may change. When this occurs, we need to adjust their persona. This article describes how to recommend a persona change. To learn how to submit a client to the next Program Phase, click here.
Next Steps I'm a Campus Director, Now What? (copied) Approvals
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Creating a Social Worker Clinical Client Note
Updated onArticleAs Social Workers and Client Resource Specialists 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 Social Worker Clinical Client Note.
Next Steps I'm a Campus Director, Now What? (copied) Client Notes
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Creating Sessions of a Class or Group
Updated onArticleFrom the Program Page, Leaders and Campus Admins can select the Class that they need to create sessions for. This article describes how to create a new class or group sessions to offer in a particular Program.
Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
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Add a Sustain and Grow Client's Emergency Contact
Updated onArticleWhen clients enter Sustain and Grow, they must have an Emergency Contact outside of Atlanta Mission to progress in Rooted in Community, or a Sponsor if they are on the Substance Track. This article explains how to add a Sustain and Grow client's Emergency Contact on the Program Engagement.
Sustain and Grow I'm a Sustain and Grow Lead, Now What? Updating Client Information
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