Recent updates
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Tracking Outcomes as a Counselor
Updated onArticleWhen a client enters Make Progress, Counselors track their progress in three outcome areas: Spiritual, Emotional, and Relational. Actions taken by Make Progress staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes. This article describes how to track outcomes as a Counselor.
Make Progress I'm a Counselor, Now What? Outcomes
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Tracking Outcomes as a CAM
Updated onArticleWhen a client enters Next Steps, CAMs track their progress in two outcome areas: Spiritual and Vocational. Actions taken by Next Steps staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes. This article describes how to track outcomes as a CAM.
Next Steps I'm a CAM, Now What? Outcomes
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Discharging a Client from Next Steps
Updated onArticleWhen an Next Steps Client leaves the program, because of opting out, needing to be recycled, reaching alumni status, or being terminated from the program, we need to discharge their Next Steps Program Engagement. This article describes how to discharges an Next Steps Client's Next Steps Program Engagement.
Next Steps I'm a CAM, Now What? Discharging a Client from Next Steps
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Updating a Job in Next Steps
Updated onArticleAs clients in Next Steps obtain jobs outside of our Corporate Partners, we need to update that job so we can continue track their progress as they obtain higher wages, have changes in hours, or benefits.This article describes how to update a job in Next Steps. To learn how to create a job in Next Steps, click here.
Next Steps I'm a CAM, Now What? Jobs
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Creating a Job in Next Steps
Updated onArticleAs clients in Next Steps obtain jobs outside of our Corporate Partners, we need to create that job so we can track their progress and start Retention. This article describes how to create a job with an organization we are not in partnership with. To learn how to create a Job Listing and relate a Job to that Listing, click here.
Next Steps I'm a CAM, Now What? Jobs
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Navigating the Next Steps 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 Next Steps.
Next Steps I'm a CAM, Now What? Getting Started
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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 CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Recording CTOs for an @Work Client
Updated onArticleEach @Work Client currently in the Job Search phase have 3 personal days they can take in order to be excused from Job Search. When @Work Clients call in or inform an @Work staff member that they are taking one of these days, we need to be able to record the CTO and to note what number of CTO it is. This article describes how to record a CTO for an @Work Client.
Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Logging into RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you make and receive calls directly from your Salesforce account. Once your call has begun, you can log the call with details and notes as activity on the account. This article shares how to log in to RingCentral for Salesforce for the first time. To learn how to make a call through RingCentral for Salesforce, click here.
Next Steps I'm a CAM, Now What? RingCentral for Salesforce
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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 CAM, Now What? Updating Client Information