Recent updates
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View All Service Deliveries for a Particular client
Updated onArticleAt 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.
Next Steps I'm a Retention Coach, Now What? Service Deliveries (MARTA Cards, Referrals)
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Navigating a Client's Contact Page as a Case Manager
Updated onArticleFrom 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.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Marking that a Client is Employed
Updated onArticleIn order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started completed Transformations are Employed. The VTS and the CAM are responsible for marking Employment in the @Work Program Engagement. This article describes how to mark that a client is Employed. To learn how to create a job for an @Work client, click here.
Next Steps I'm a Retention Coach, Now What? Updating Client Progress in @Work
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Adding Follow-Up Comments to an Incident
Updated onArticleAt 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.
Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Accessing a Client's Active Program Engagement
Updated onArticleAt 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.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Marking that a Client has Reached Alumni Status
Updated onArticleIn order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started completed Transformations became @Work Alumni. The Retention Coach is responsible for marking the date a client reached @Work Alumni. This article describes how to mark that a client has reached @Work Alumni. To learn how to discharge a client from @Work, click here.
Next Steps I'm a Retention Coach, Now What? Updating Client Progress in @Work
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Navigating the @Work Program Engagement Page
Updated onArticleFrom 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 @Work.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Updating Client Income
Updated onArticleAs a client gains income whether through a job, SSI, or some other form, we need to update that on their contact record. If we have clients receiving income from specific sources, we receive additional food from the food bank. That's why updating this information is such a key priority. This article describes how to update a client's income.
Next Steps I'm a Retention Coach, Now What? Updating Client Information
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Indicating a Client Made a Decision for Christ
Updated onArticleAt 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.
Next Steps I'm a Retention Coach, Now What? Updating Client Information
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Adding a Document to a Client's @Work Files
Updated onArticleAs @Work staff meet with clients, we need to upload documents to their @Work files for future reference. Documents like the Retention agreement and other documents from their job can be uploaded to the @Work Program Engagement and only @Work staff and Atlanta Mission leaders will be able to see it. This article describes how to add a document to a client's @Work File.
Next Steps I'm a Retention Coach, Now What? Files