Client Services Salesforce

Indicating a Client Made a Decision for Christ
Article

Updated on Jun 18, 2024

At times, we may have the wonderful opportunity to see a client make a decision to trust and follow Jesus. When this occurs, we note the date and their decision for Christ 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 made a decision for Christ.

Article also found in:

Sustain and Grow / I'm a Sustain and Grow Lead, Now What? / Updating Client Information
Find Hope and Choose Help / I'm an Intake Specialist, Now What? / Updating Client Information
Make Progress / I'm an Advocate, Now What? / Updating Client Information
Community Living / I'm a CLA, Now What? / Updating Client Information
Find Hope and Choose Help / I'm an Ambassador, Now What? / Updating Client Information

Updating a Client's Meal Accommodations
Article

Updated on Jun 18, 2024

At times, a client will have dietary restrictions whether due to a medical condition or personal choice. We need to note those meal accommodations in Salesforce. This enables the kitchen to provide the correct number and type of meals as needed. This article describes how to update a client's meal accommodations.

Article also found in:

Updating a Client's Allergies
Article

Updated on Jun 18, 2024

At times, a client will share that they have allergies. We need to note those allergies in Salesforce. This enables us to respond quickly and appropriately if they come in contact with an allergen and have a medical complication. This article describes how to update a client's allergies.

Article also found in:

Updating a Client's Clothing Sizes
Article

Updated on Jun 18, 2024

Each season, our services teams put requests in for seasonal clothing for our clients. In order to do this, we need to know each client's sizes. In addition, if a client advances to Job Search Workshop or @Work, we'll need to know their sizes for professional clothes. This article describes how to update a client's clothing sizes.

Article also found in:

Navigating a Client's Contact Page as a Case Manager
Article

Updated on Jun 18, 2024

From the Client's Contact Page, staff can see all details surrounding a client's demographics, health, income, insurance, faith, contact information, legal situation, recovery status, and more. Staff can also perform assessments, update case plans and goals, add files, view their medications, previous intakes, record drug screenings, and access their Program Engagement. This article describes how to navigate the Contact Page as a Case Manager.

Article also found in:

Navigating the Children's Services Program Engagement Pages
Article

Updated on Jun 18, 2024

From the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc. This article describes how to navigate the Program Engagement page for Children's Services.

Article also found in:

Entire Manual / Client Salesforce Overall Manual / Program Engagements

Logging In
Article

Updated on Jun 18, 2024

If you have access to the Internet and are logged into your AM Staff Microsoft account, you can log into Salesforce. You may be prompted to authenticate via the Microsoft app when you login, so have your smartphone ready.

Article also found in:

Assigning a Client to a Caseload
Article

Updated on Jun 18, 2024

As 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.

Article also found in:

Searching for a Client
Article

Updated on Jun 18, 2024

In 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.

Article also found in:

Creating a Community Living Note
Article

Updated on Jun 18, 2024

As CLAs and CLLs have key conversations that their Case Managers would benefit hearing about, we need to document those conversations in a Client Note. This article describes how to create a Community Living Client Note.

Client Services Salesforce

Recent updates

Indicating a Client Made a Decision for Christ
Article

Children Services Children Services Updating Client Information

Article also found in:

Updating a Client's Meal Accommodations
Article

Children Services Children Services Updating Client Information

Article also found in:

Updating a Client's Allergies
Article

Children Services Children Services Updating Client Information

Article also found in:

Updating a Client's Clothing Sizes
Article

Children Services Children Services Updating Client Information

Article also found in:

Navigating a Client's Contact Page as a Case Manager
Article

Children Services Children Services Getting Started

Article also found in:

Navigating the Children's Services Program Engagement Pages
Article

Children Services Children Services Getting Started

Article also found in:

Logging In
Article

Children Services Children Services Getting Started

Article also found in:

Assigning a Client to a Caseload
Article

Children Services Children Services Getting Started

Article also found in:

Searching for a Client
Article

Children Services Children Services Getting Started

Article also found in:

Creating a Community Living Note
Article

Entire Manual Client Salesforce Overall Manual Client Notes