Client Services Salesforce

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Navigating Make Progress Program Engagement Page
Article

Updated on Apr 03, 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 Make Progress. To learn how to navigate the Program Engagement pages for Find Hope and Choose Help, click here. To learn how to navigate the Program Engagement page for Sustain and Grow, click here.

Next Steps I'm a VTS or VDT, Now What? Getting Started
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Record a Client's Drug Screen Results
Article

Updated on Mar 26, 2024
When a client first arrives at one of our campuses or on occasion when we suspect they may have taken a substance, we perform specific Drug Screen(s). The results of those screen(s) need to be input into Salesforce for future reference. This article describes how to record drug screen(s) for an individual client. To learn how to record drug screen(s) for multiple clients at once, click here.

Make Progress I'm a Vocational Training Manager, Now What? Drug Screens
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Mark Attendance for a Class or Group Session
Article

Updated on Mar 21, 2024
Once a Class or Group session has occurred, we need to mark which clients were in attendance and which were absent. This article describes how mark attendance for a class or group session.

Make Progress I'm a Vocational Training Manager, Now What? Classes & Groups
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Removing Clients from a Class or Group
Article

Updated on Mar 21, 2024
At times, when a client is taking a break from classes or has left Atlanta Mission, we need to remove them from a class or group. This article describes how remove clients for a class or group.

Make Progress I'm a Vocational Training Manager, Now What? Classes & Groups
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Enrolling Additional Clients in a Class or Group
Article

Updated on Mar 21, 2024
When Class or Group sessions have been created, clients are enrolled at that time. However, as more clients come into a particular Program Phase, they may also need to be enrolled in the class or group sessions. This article describes how enroll additional clients in a class or group.

Make Progress I'm a Vocational Training Manager, Now What? Classes & Groups
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Weekly VTA Evaluations
Article

Updated on Mar 21, 2024
As clients in Make Progress perform their vocational assignments each week, we need to evaluate and score their performance across some key areas - Communication, Conflict, Professionalism, Teamwork, and Time Management. This weekly score also is key in leadership determining who is eligible to move to JSW. This article describes how to perform a weekly VTA Evaluation.

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

Updated on Mar 21, 2024
VTAs (Vocational Training Assignments) are client jobs while in our programs. When service activities are entered, weekly evaluations are entered by the VTM of the task to help coach clients in future employment. This article describes how to create a VTA. To learn how to edit or end a VTA, click here.

Make Progress I'm a Vocational Training Manager, Now What? Vocational Training Assignments (VTA)
Creating a Community Living Client Note
Article

Updated on Mar 20, 2024
As Community Living Assistants have conversations with clients on their caseload in, we can document the time and length of the meetings, as well as the content of the discussion. This article describes how to create a Community Living Client Note.

Community Living I'm a CLL, Now What? Client Notes
Article also found in:
- Community Living / I'm a CLA, Now What? / Client Notes
Recording Community Living Infractions
Article

Updated on Mar 19, 2024
To ensure the safety of our community on campus, we need to record Community Living Infractions. Community Living Infractions are given when a client violates the Community Living Guidelines they agreed to at Intake. This article describes how to document a Community Living Infractions on a client's profile. To document an incident, click here.

Make Progress I'm a Vocational Training Manager, Now What? Incidents (Strikes and General Incidents)
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Changing the Status of an Application
Article

Updated on Mar 05, 2024
At times, we will receive documentation we need in order to approve an applicant to In-Person Screening or a conversation with the admissions team that enables us to move an applicant forward in the process. When this occurs, we need to change the status of the application manually. This article describes how to change the status of the application manually. To learn how to perform a phone interview, click here.

Entire Manual Client Salesforce Overall Manual Screening and Intake
Article also found in:
- Find Hope and Choose Help / I'm an Intake Specialist, Now What? / Screening and Intake - The Potter's House