Recent updates
-
Searching for a Client
Updated onArticleIn order to view and update client information, we need to navigate to their Contact Page. Using the search bar is one way to navigate to a client's Contact Page. Searching for a client before creating a record is also a way to prevent duplicates from being created. When duplicate clients occur, we are unable to see the full client history. This article shares a simple way to search for clients.
Other I'm a Campus Admin, Now What? Getting Started
-
Case Managers: Recommending a Persona Change for a Client
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, 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 recommend a persona change. To learn how to submit a client to the next Program Phase, click here.
Other I'm a Campus Admin, Now What? Approvals
-
Creating a Social Worker Clinical Client Note
Updated onArticleAs Social Workers and Client Resource Specialists continue to meet with clients on their caseload in, we need to document the time and length of the meetings, as well as the content of the discussion. This article describes how to create a Social Worker Clinical Client Note.
Other I'm a Campus Admin, Now What? Client Notes
-
Updating a Client's Contact Information
Updated onArticleIn order to communicate well with our clients as well as to ensure that they receive the automated Hope Scale Survey, we need to keep their phone number and email up to date. This article describes how to update a client's contact information.
Other I'm a Campus Admin, Now What? Updating Client Information
-
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.
Other I'm a Campus Admin, Now What? Assessments
-
Recording General Incidents
Updated onArticleTo ensure our clients' and staff members' safety on campus, we need to track incidents that occur for documentation and to ensure similar issues don't occur in the future. This article describes how to document an incident on a client's profile. To document an Engagement Strike, click here. To document a Community Living Infraction, click here.
Other I'm a Campus Admin, Now What? Incidents
-
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.
Other I'm a Campus Admin, Now What? Files
-
Recording a MARTA Card
Updated onArticleMARTA Cards are given to clients when they need transportation to a medical or social services appointment, a job interview, or to their job itself. Tracking MARTA Cards are critical to know how many cards a client has received and to be able to report back to MARTA how many cards we've given out and for what purpose. This article describes how to record a MARTA Card. To learn how to record a client pass, click here.
Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
-
Transfer a Client to Another Bed
Updated onArticleWhen a client moves to a different bed whether at the same Atlanta Mission campus or a different campus, we need to transfer their bed in the system. You can transfer the client either from their Contact Page or from their Bed Assignment. This article describes how to transfer a client from one bed to another. To learn how to discharge a client from their bed, click here.
Other I'm a Campus Admin, Now What? Beds and Bed Assignments
-
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.
Other I'm a Campus Admin, Now What? Getting Started