Client Services Salesforce

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Recording Engagement Strikes
Article

Updated on Jun 18, 2024
To ensure our clients' are consistently engaging in the services we offer, we need to track occasions in which they do not participate or show up. One of our criteria for being able to move forward in the program is consistent engagement, so it's a key item to document. This article describes how to document an Engagement Strike on a client's profile. To document an Incident, click here.

Children Services Children Services Incidents (Strikes and General Incidents)
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View All Service Deliveries for a Particular client
Article

Updated on Jun 18, 2024
At times, Case Managers and Leaders need to view what Service Deliveries a client has received. This is particularly true if a client is transferred to another Case Manager. This article describes how to view all service deliveries for a particular client.

Children Services Children Services Service Deliveries (Passes, MARTA, Referrals)
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Recording Multiple Services at Once
Article

Updated on Jun 18, 2024
When Case Managers give out passes, MARTA Cards, or provide referrals, we need to record those service deliveries. For the ease of system engagement, Case Managers are able to record multiple service deliveries at once and view those records. This article describes how to record multiple service deliveries at once.

Children Services Children Services Service Deliveries (Passes, MARTA, Referrals)
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Recording an External Community Referral
Article

Updated on Jun 18, 2024
As Case Managers continue to meet with clients on their caseload, we need to document the referrals we make to outside community partners. This article describes how to record an External Community Referral. To learn how to record an Internal AM Referral, click here.

Children Services Children Services Service Deliveries (Passes, MARTA, Referrals)
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Recording a MARTA Card
Article

Updated on Jun 18, 2024
MARTA 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.

Children Services Children Services Service Deliveries (Passes, MARTA, Referrals)
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Recording Client Passes
Article

Updated on Jun 18, 2024
Passes are given to clients when they are leaving campus, when they need to take MARTA, and, on some campuses, when they need to make a phone call. Tracking passes are critical to know when a client is off campus or when they've received specific services from us. This article explores how to give each type of pass. This article describes how to record client passes. To learn how to record a MARTA Card, click here.

Children Services Children Services Service Deliveries (Passes, MARTA, Referrals)
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Using a Template to Write Your Note
Article

Updated on Jun 18, 2024
At times, Services Staff may want to save time writing their note and ensure it meets case management or clinical standards. In cases like this, there is a template available to help write your note. This article describes how to use a Template to write your note.

Children Services Children Services Client Notes
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Add Files while Writing a Client Note
Article

Updated on Jun 18, 2024
As you write a client note, you are able to Add Files to their files including General Files, accessible to all service staff, Program Engagement files, accessible to only Case Managers and Leaders, and clinical files, accessible to clinicians and leaders. This article describes how to Add Files while Writing a Client Note.

Children Services Children Services Client Notes
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Creating a SOAP Note
Article

Updated on Jun 18, 2024
As Counselors 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 following the SOAP Method. Subjective: The client's perspective regarding their experience and perceptions of symptoms, needs, and progress toward treatment goals. This section often includes direct quotes from the client/ patient as well as vital signs and other physical data. Observation: Your observed perspective as the practitioner, i.e., objective data ("facts") regarding the client, like elements of a mental status exam or other screening tools, historical information, medications prescribed, x-rays results, or vital signs. Assessment: Your clinical assessment of the available subjective and objective information. The assessment summarizes the client's status and progress toward measurable treatment plan goals. Plan: The actions that the client and the practitioner have agreed upon to be taken due to the clinician's assessment of the client's current status, such as assessments, follow-up activities, referrals, and changes in the treatment. This article describes how to create a SOAP Note.

Children Services Children Services Client Notes
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Updating a Child's School Information
Article

Updated on Jun 18, 2024
When a child enters Atlanta Mission, we need to notate what school they are attending and whether it is in-person or online. This information helps children's services and client services staff arrange logistics. This article describes how to update a child's school information.

Children Services Children Services Updating Client Information