Recent updates
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Recording an External Community Referral
Updated onArticleAs Case Managers continue to meet with clients on their caseload, we need to document the referrals we make to outside community partners. This article describes how to record an External Community Referral. To learn how to record an Internal AM Referral, click here.
Next Steps I'm a CAM, Now What? Service Deliveries (MARTA Cards, Referrals)
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Add Files while Writing a Client Note
Updated onArticleAs you write a client note, you are able to Add Files to their files including General Files, accessible to all service staff, Program Engagement files, accessible to only Case Managers and Leaders, and clinical files, accessible to clinicians and leaders. This article describes how to Add Files while Writing a Client Note.
Next Steps I'm a CAM, Now What? Client Notes
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Sending a Text through RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you send text messages to clients or corporate partners directly from your Salesforce account. Once you've sent your text, you can log the text message with details and notes as activity on the account. This article shares how to send texts through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Next Steps I'm a CAM, Now What? RingCentral for Salesforce
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Recording @Work Write-Ups
Updated onArticleTo ensure our clients' are consistently engaging in the services we offer, we need to track occasions in which they do not participate or show up. One of our criteria for being able to move forward in the program is consistent engagement in @Work, so it's a key item to document. This article describes how to document an @Work Write-up on a client's profile. To document a General Incident, click here.
Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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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 CAM, Now What? Getting Started
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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 CAM, Now What? Updating Client Information
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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 CAM, Now What? Files
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Recording Multiple Services at Once
Updated onArticleWhen Case Managers give out passes, MARTA Cards, or provide referrals, we need to record those service deliveries. For the ease of system engagement, Case Managers are able to record multiple service deliveries at once and view those records. This article describes how to record multiple service deliveries at once.
Next Steps I'm a CAM, Now What? Service Deliveries (MARTA Cards, Referrals)
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Logging a Previous Call in RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you easily log previous call activity to clients and corporate partners directly from your Salesforce account. This article shares how to log a previous call made or received through the RingCentral Apps or Desk Phone in Salesforce. 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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Using a Template to Write Your Note
Updated onArticleAt times, Services Staff may want to save time writing their note and ensure it meets case management or clinical standards. In cases like this, there is a template available to help write your note. This article describes how to use a Template to write your note.
Next Steps I'm a CAM, Now What? Client Notes