Recent updates
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Completing a Cold Weather Screening with a Previous Client
Updated onArticleWhen an applicant arrives seeking cold weather 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 Cold Weather Screening with a previous client seeking shelter. To complete a Cold Weather Screening with a new applicant, click here.
Other I'm a Campus Admin, Now What? Cold Weather Screening - MSH
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Navigating Case Plan Pages
Updated onArticleFrom the Case Plan Page, staff can see all details for the client's case plan and goals for a particular phase or outcome. This article describes how to navigate the Case Plan page.
Other I'm a Campus Admin, Now What? Case Plans and Goals
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Adding a Goal to a Case Plan
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to add a goal for the individual client to their Case Plan to track and follow-up on. This article describes how to add a goal to a case plan. To learn how to update the status of a goal on a case plan, click here.
Other I'm a Campus Admin, Now What? Case Plans and Goals
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Adding an Action Item to a Goal
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to add action items (tasks) to reach each specific goal. This article describes how to add an action item to a goal. To learn how to add a goal to a case plan, click here.
Other I'm a Campus Admin, Now What? Case Plans and Goals
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Changing the Owner of a Case Plan
Updated onArticleAt times, a client may move to a different Case Manager's Caseload. When this occurs, we need to change the owner of the Case Plan. This article describes how to change the owner of a Case Plan.
Other I'm a Campus Admin, Now What? Case Plans and Goals
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Updating the Status of a Goal
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to update the status of a goal for the individual client in their Case Plan. This article describes how to update the status of a goal in their case plan. To learn how to add a goal to their case plan, click here.
Other I'm a Campus Admin, Now What? Case Plans and Goals
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Updating the Status of an Action Item
Updated onArticleAs Case Managers continue to meet with clients on their caseloads, they may want to update progress for action items (tasks) to reach each specific goal. This article describes how to update the status of an action item for a goal. To learn how to add an action item to a goal, click here.
Other I'm a Campus Admin, Now What? Case Plans and Goals
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Recording Medications
Updated onArticleWhen clients arrive on campus for the first time, or as they visit the doctor, they'll bring prescribed medications with them on campus. When this occurs, CLAs and CLLs take their medication, store it, and log what they're prescribed in Salesforce. This article describes how to record a new medication. To learn how to mark a medication as disposed, click here.
Other I'm a Campus Admin, Now What? Medications
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Marking a Medication as Disposed
Updated onArticleAs clients are no longer required to take a medication, we need to dispose of it. This article describes how to mark a medication as disposed. To learn how to record a new medication, click here.
Other I'm a Campus Admin, Now What? Medications
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Viewing a Client's Medications
Updated onArticleWhen Clients first arrive at one of our campuses, Intake Specialists or CLAs enter their Medications into Salesforce. As Medications are disposed of or stopped by Physicians, CLAs maintain these records in Salesforce. It is important for Case Managers, particularly Counselors, to know what medications their clients are taking. This article describes how to view a Client's medications.
Other I'm a Campus Admin, Now What? Medications