Client Services Salesforce

Recent updates

Updating a VTA
Article

Updated on Jun 18, 2024
Vocational Training Assignments (VTAs) are client service activities while in our programs. When service activities are entered, weekly evaluations are sent to the supervisor of the task to help coach clients in future employment. This article describes how to update a VTA. To learn how create a VTA, click here.

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- Entire Manual / Client Salesforce Overall Manual / VTAs
- Make Progress / I'm a Vocational Training Manager, Now What? / Vocational Training Assignments (VTA)
Creating a VTA
Article

Updated on Jun 18, 2024
Vocational Training Assignments (VTAs) are client service activities while in our programs. When service activities are entered, weekly evaluations are sent to the supervisor of the task to help coach clients in future employment. This article describes how to create a Vocational Assignment. To learn how to edit or end a Vocational Assignment, click here.

Children Services Children Services VTAs
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / VTAs
Adding a Document to a Client's Files
Article

Updated on Jun 18, 2024
As 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.

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Adding a Document to a Client's Clinical Files
Article

Updated on Jun 18, 2024
As Clinical Staff staff meet with clients, we need to upload documents securely to their clinical file for future reference. Documents like agreements, contracts, exit letters, and schedules. Documents like assessments, informed consents, and documents from other partnering agencies. This article describes how to add a document to a client's Clinical File.

Children Services Children Services Files
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Accessing a Client's Active Program Engagement
Article

Updated on Jun 18, 2024
At times, a client will have quite a number of Program Engagements, whether they've advanced through all the phases of our Program or they've been a client at Atlanta Mission multiple times over the years. When this occurs, it can be difficult to locate the correct Program Engagement to view current information or input service deliveries for. This article describes how to quickly access a client's active Program Engagement.

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Discharge a Client from the Program
Article

Updated on Jun 18, 2024
When a client leaves Atlanta Mission, we need to discharge them and notate their exit reason and destination. Typically, a CLA or CLL will discharge their bed and this will also automatically discharge and close out their Program Engagement with the same information. However, there are times where a Case Manager may know more information about a client's departure. When this occurs, the Case Manager can discharge the client's Program Engagement which will automatically update their bed assignment. This article describes how to discharge a client's Program Engagement for Find Hope, Choose Help, Make Progress, or Sustain and Grow.

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Printing Incidents
Article

Updated on Jun 18, 2024
At times, you may need to print a copy of the Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share with the client or others. This article describes how to print a copy of the Incident.

Children Services Children Services Incidents (Strikes and General Incidents)
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Adding Follow-Up Comments to an Incident
Article

Updated on Jun 18, 2024
At times, you may need to add follow-up comments to a Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share further coaching conversations with the client.. This article describes how to add follow-up comments to an incident.

Children Services Children Services Incidents (Strikes and General Incidents)
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Recording a DFCS Case
Article

Updated on Jun 18, 2024
Occasionally, 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.

Children Services Children Services Incidents (Strikes and General Incidents)
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Recording General Incidents
Article

Updated on Jun 18, 2024
To 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.

Children Services Children Services Incidents (Strikes and General Incidents)
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