Recent updates
-
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.
Other I'm a Campus Admin, Now What? Updating Client Information
-
Helping a Client Fill Out the Intake Form and Waivers at Restoration House
Updated onArticleWhen a client has been accepted into Restoration House or My Sister's House, we need them to fill out the intake form in order to collect information important for their caseworker as well as to have them sign Community Living waivers, photo waivers, custody agreements, etc. This article describes how to help a female client fill out the WACS Intake Form.
Other I'm a Campus Admin, Now What? Screening and Intake - RH
-
Uploading a Client Image
Updated onArticleOnce a client has been accepted to The Shepherd's Inn, we need upload a photo of them for security purposes, both for their badge and for their contact record in the system. This article describes how to upload a photo of the client to their contact record.
Other I'm a Campus Admin, Now What? Screening and Intake - TSI
-
Entering a Print Application
Updated onArticleAt times, an applicant will mail, fax, or email a paper application in. Often they will be sending this while incarcerated without regular access to the internet. When this occurs, we need to enter their application for them online. This article describes how to enter an mailed, faxed, or emailed application in the system.
Other I'm a Campus Admin, Now What? Screening and Intake - TPH
-
Viewing Programs at Atlanta Mission
Updated onArticlePrograms in Salesforce help track what Program a client is in, the different services and classes we're providing in the Program, the details of the Program, and the key metrics we've identified for the Program. This article describes how to view all Programs offered at Atlanta Mission. To create a new Program if we develop a new phase, reach out to the Systems team by filling out the IT Request form.
Other I'm a Campus Admin, Now What? Getting Started
-
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 - TSI
-
Helping a Mother or Guardian Fill Out the Children's Intake Form
Updated onArticleWhen a mother or guardian has been accepted into Atlanta Mission, we need them to fill out the Children's Intake form once they complete the Adult Intake form in order to collect information important for Children's Services case managers as well as to have them sign Releases of Information, photo waivers, and other agreements, etc. This article describes how to help a mother or guardian fill out the Children's Intake Form when they first arrive at Restoration House. Click here to learn how to help a client fill out the Adult Intake form at a later date.
Other I'm a Campus Admin, Now What? Screening and Intake - RH
-
Filling out the Client Intake Form - Performed by the Client
Updated onArticleOnce a client is accepted to Atlanta Mission, they need to fill out an intake form and sign some waivers. This article describes how to help a client fill out the Client Intake Form at The Shepherd's Inn.
Other I'm a Campus Admin, Now What? Screening and Intake - TSI
-
Completing a Phone Interview with an Applicant at The Potter's House
Updated onArticleWhen a new application comes in for The Potter's House, 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 via a phone interview. Applicants will call to schedule a phone interview. This article describes how to complete a phone interview with an applicant seeking services from the Potter's House. To learn how to enter a print application, click here.
Other I'm a Campus Admin, Now What? Screening and Intake - TPH
-
Navigating the Program Page
Updated onArticleFrom the Program Page, staff can see a description of the program, view all services provided in the program, and see everyone currently enrolled or enrolled in the past. Leaders and Campus Admins can also create new Services and Classes/Groups from the Program page to offer in that Program. This article describes how to navigate the Program page. To learn how to locate the correct Program page, click here.
Other I'm a Campus Admin, Now What? Getting Started