Recent updates
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Recording COATS
Updated onArticleWhen @Work clients demonstrate growth or issues with the Core Competencies, we want to document these in a COAT. This article describes how to record a COAT. To learn how to record an @Work Write-Up, click here.
Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Navigating a Client's Contact Page as a Case Manager
Updated onArticleFrom the Client's Contact Page, staff can see all details surrounding a client's demographics, health, income, insurance, faith, contact information, legal situation, recovery status, and more. Staff can also perform assessments, update case plans and goals, add files, view their medications, previous intakes, record drug screenings, and access their Program Engagement. This article describes how to navigate the Contact Page as a Case Manager.
Next Steps I'm a CAM, Now What? Getting Started
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Indicating a Client Made a Decision for Christ
Updated onArticleAt times, we may have the wonderful opportunity to see a client make a decision to trust and follow Jesus. When this occurs, we note the date and their decision for Christ in Salesforce to ensure we celebrate and that future caseworkers are aware and can connect with them on their faith. This article describes how to indicate that a client made a decision for Christ.
Next Steps I'm a CAM, Now What? Updating Client Information
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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 CAM, Now What? Assessments
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Marking that a Client is SOE
Updated onArticleIn order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started completed Transformations are SOE or the number of SOE clients who retained their job. This article describes how to mark that a client is SOE. To learn how to mark that a client is not SOE, click here.
Next Steps I'm a CAM, Now What? Updating Client Progress in Next Steps
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View All Service Deliveries for a Particular client
Updated onArticleAt times, Case Managers and Leaders need to view what Service Deliveries a client has received. This is particularly true if a client is transferred to another Case Manager. This article describes how to view all service deliveries for a particular client.
Next Steps I'm a CAM, Now What? Service Deliveries (MARTA Cards, Referrals)
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Printing Incidents
Updated onArticleAt times, you may need to print a copy of the Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share with the client or others. This article describes how to print a copy of the Incident.
Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Accessing a Client's Active Program Engagement
Updated onArticleAt times, a client will have quite a number of Program Engagements, whether they've advanced through all the phases of our Program or they've been a client at Atlanta Mission multiple times over the years. When this occurs, it can be difficult to locate the correct Program Engagement to view current information or input service deliveries for. This article describes how to quickly access a client's active Program Engagement.
Next Steps I'm a CAM, Now What? Getting Started
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Indicating a Client has been Baptized while at Atlanta Mission
Updated onArticleAt times, we may have the wonderful opportunity to see a client be baptized while they stay with us at Atlanta Mission. When this occurs, we note the date and their baptism in Salesforce to ensure we celebrate and that future caseworkers are aware and can connect with them on their faith. This article describes how to indicate that a client has been baptized while at Atlanta Mission. To learn how to indicate that a client made a decision for Christ, click here.
Next Steps I'm a CAM, Now What? Updating Client Information
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Marking that a Client is Employed
Updated onArticleIn order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started completed Transformations are Employed. The VTS and the CAM are responsible for marking Employment in the @Work Program Engagement. This article describes how to mark that a client is Employed. To learn how to create a job for an @Work client, click here.
Next Steps I'm a CAM, Now What? Updating Client Progress in Next Steps