Recent updates
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Record a Client's Drug Screen Results
Updated onArticleWhen a client first arrives at one of our campuses or on occasion when we suspect they may have taken a substance, we perform specific Drug Screen(s). The results of those screen(s) need to be input into Salesforce for future reference. This article describes how to record drug screen(s) for an individual client. To learn how to record drug screen(s) for multiple clients at once, click here.
Other I'm a Campus Admin, Now What? Drug Screens
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Discharge a Client from their Bed
Updated onArticleWhen a client leaves Atlanta Mission, we need to close their bed assignment out. As we close the bed assignment, we need to indicate the reason they were discharged as well as where they were intending to go when they left. There are two ways to discharge a client from their bed. From their Contact Page or from their Bed Assignment. This article describes how to discharge a client from their bed. To learn how to transfer a client from one bed to another, click here.
Other I'm a Campus Admin, Now What? Beds and Bed Assignments
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Creating a New Class or Group
Updated onArticleFrom the Program Page, Leaders and Campus Admins can create new Classes/Groups from the Program page to offer in that Program. This article describes how to create a new class or group to offer in a particular Program. To learn how to view Services offered in a particular Program click here.
Other I'm a Campus Admin, Now What? Services
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Leaders: Approving/Denying a Persona Update
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 to progress in the program, 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 approve or deny a persona update. To learn how to approve or deny a recommendation for client progression, click here.
Other I'm a Campus Admin, Now What? Approvals
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Recording a DFCS Case
Updated onArticleOccasionally, children and parents may have DFCS cases. When this occurs, we need to document them. This article describes how to document a DFCS Case on a client's profile. To document an incident, click here.
Other I'm a Campus Admin, Now What? Incidents
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Relate a Client Note to More Records
Updated onArticleMultiple items are regularly addressed during Client Sessions. As a result, you may want to relate your Client Note to these items. You are able to relate the client note to Cases (Incidents) if you addressed a particular infraction or strike during your session. You are able to relate the Client Note to Case Plans if you addressed a specific goal or action item during your session. You are able to relate the client note to Service Deliveries if you delivered specific services such as passes, MARTA Cards, and Referrals and have already created them in the system. This article describes how to create relate a Client Note to More Records.
Other I'm a Campus Admin, Now What? Client Notes
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Recording an Internal AM Referral
Updated onArticleAs Case Managers in Find Hope and Choose Help at The Shepherd's Inn continue to meet with clients on their caseload, they may discover that a client would be best served at The Potter's House. When this occurs, the client needs an Internal AM Referral and to apply to The Potter's House. This article describes how to record an Internal AM Referral and how to begin the application to The Potter's House. To learn how to record an External Community Referral, click here.
Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
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Recording a DLA
Updated onArticleAs Counselors in Make Progress continue to meet with clients on their caseloads, we need to regularly perform the DLA to measure a client's mental health and disability impact on daily activities over time. The DLA score also impacts a client's ability to move on to the @Work program. This article describes how to record a DLA.
Other I'm a Campus Admin, Now What? Assessments
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Updating a Client's Allergies
Updated onArticleAt times, a client will share that they have allergies. We need to note those allergies in Salesforce. This enables us to respond quickly and appropriately if they come in contact with an allergen and have a medical complication. This article describes how to update a client's allergies.
Other I'm a Campus Admin, Now What? Updating Client Information
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Enrolling Additional Clients in a Class or Group
Updated onArticleWhen Class or Group sessions have been created, clients are enrolled at that time. However, as more clients come into a particular Program Phase, they may also need to be enrolled in the class or group sessions. This article describes how enroll additional clients in a class or group.
Other I'm a Campus Admin, Now What? Classes and Groups