Recent updates
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Ending a Job in @Work
Updated onArticleAs clients in @Work leave their jobs or lose their jobs, we need to document this in Salesforce. This article describes how to end a job in @Work. To learn how to create a job in @Work, click here.
Next Steps I'm a Retention Coach, Now What? Jobs
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Sending a Text through RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you send text messages to clients or corporate partners directly from your Salesforce account. Once you've sent your text, you can log the text message with details and notes as activity on the account. This article shares how to send texts through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Next Steps I'm a Retention Coach, Now What? RingCentral for Salesforce
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Recording Multiple Services at Once
Updated onArticleWhen 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.
Next Steps I'm a Retention Coach, Now What? Service Deliveries (MARTA Cards, Referrals)
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Assigning a Client to a Caseload
Updated onArticleAs 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.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Printing Incidents
Updated onArticleAt 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.
Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Creating a Risk Assessment
Updated onArticleWhen a client shows signs they may be a risk to themselves or to others, we must create a risk assessment and safety plan with them to evaluate the risk and to prepare for when things may feel difficult for them. This article describes how to create a Risk Assessment.
Next Steps I'm a Retention Coach, Now What? Assessments
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Logging a Previous Call in RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you easily log previous call activity to clients and corporate partners directly from your Salesforce account. This article shares how to log a previous call made or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to make a call through RingCentral for Salesforce, click here.
Next Steps I'm a Retention Coach, Now What? RingCentral for Salesforce
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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