Client Services Salesforce

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Adding an Action Item to a Goal
Article

Updated on Jul 11, 2024
As 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.

Make Progress I'm a Vocational Training Manager, Now What? Goals and Case Plans
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Updating the Status of a Goal
Article

Updated on Jul 11, 2024
As 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.

Make Progress I'm a Vocational Training Manager, Now What? Goals and Case Plans
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Adding a Goal to a Case Plan
Article

Updated on Jul 11, 2024
As 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.

Make Progress I'm a Vocational Training Manager, Now What? Goals and Case Plans
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Navigating Case Plan Pages
Article

Updated on Jul 11, 2024
From 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.

Make Progress I'm a Vocational Training Manager, Now What? Goals and Case Plans
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Indicating a Client has been Baptized while at Atlanta Mission
Article

Updated on Jul 11, 2024
At 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.

Make Progress I'm a Vocational Training Manager, Now What? Updating Client Information
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Creating Client Notes as a Services Leader
Article

Updated on Jun 20, 2024
As leaders meet with clients to discuss progress or grievances, we need to document our time spent and the content of the conversation. This article describes how to create Client Notes as a Services Leader.

Entire Manual Client Salesforce Overall Manual Client Notes
Adding Class/Group Notes
Article

Updated on Jun 18, 2024
Once a Class or Group session has occurred, we need to add notes as to what took place in the class or group. This article describes how add notes about a class/group.

Sustain and Grow I'm a Sustain and Grow Lead, Now What? Classes & Groups
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Creating a Next Steps Client Note
Article

Updated on Jun 18, 2024
As Next Steps staff 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 Next Steps Client Note.

Entire Manual Client Salesforce Overall Manual Client Notes
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Creating a Social Worker Clinical Client Note
Article

Updated on Jun 18, 2024
As 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.

Find Hope and Choose Help I'm a SW, Now What? Client Notes
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Creating a Case Management Client Note
Article

Updated on Jun 18, 2024
As Ambassadors, Advocates, Vocational Training Managers, and Sustain and Grow Leaders 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 Case Management Client Note.

Sustain and Grow I'm a Sustain and Grow Lead, Now What? Client Notes
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