Recent updates
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Completing an In-Person Screening with an Applicant at The Potter's House
Updated onArticleWhen an applicant arrives for intake at The Potter's House, we need to properly assess their final eligibility around physical health, mental health, and their drug screen. This article describes how to complete an in-person screening with an applicant on-site for intake at The Potter's House. To learn how to complete a phone interview, click here.
Entire Manual Client Salesforce Overall Manual Screening and Intake
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Completing a Phone Interview with an Applicant at The Potter's House
Updated onArticleWhen a new application comes in for The Potter's House, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted via a phone interview. Applicants will call to schedule a phone interview. This article describes how to complete a phone interview with an applicant seeking services from the Potter's House. To learn how to enter a print application, click here.
Entire Manual Client Salesforce Overall Manual Screening and Intake
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Entering a Print Application
Updated onArticleAt times, an applicant will mail, fax, or email a paper application in. Often they will be sending this while incarcerated without regular access to the internet. When this occurs, we need to enter their application for them online. This article describes how to enter an mailed, faxed, or emailed application in the system.
Entire Manual Client Salesforce Overall Manual Screening and Intake
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Filling out the Client Intake Form - Performed by the Client
Updated onArticleOnce a client is accepted to Atlanta Mission, they need to fill out an intake form and sign some waivers. This article describes how to help a client fill out the Client Intake Form at The Shepherd's Inn.
Entire Manual Client Salesforce Overall Manual Screening and Intake
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Completing a Screening with a Previous Client at The Shepherd's Inn
Updated onArticleWhen a previous client arrives at The Shepherd's Inn in seeking shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted. This article describes how to complete a screening with a previous client seeking shelter. To complete a screening with a new applicant, click here.
Entire Manual Client Salesforce Overall Manual Screening and Intake
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Completing a Screening with a New Applicant at The Shepherd's Inn
Updated onArticleWhen a new applicant arrives at The Shepherd's Inn in seeking shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted. This article describes how to complete a screening with a new applicant seeking shelter. To complete a screening with a previous client, click here.
Entire Manual Client Salesforce Overall Manual Screening and Intake
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Marking a Medication as Disposed
Updated onArticleAs clients are no longer required to take a medication, we need to dispose of it. This article describes how to mark a medication as disposed. To learn how to record a new medication, click here.
Other I'm a Campus Director, Now What? Medications
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Recording Medications
Updated onArticleWhen clients arrive on campus for the first time, or as they visit the doctor, they'll bring prescribed medications with them on campus. When this occurs, CLAs and CLLs take their medication, store it, and log what they're prescribed in Salesforce. This article describes how to record a new medication. To learn how to mark a medication as disposed, click here.
Other I'm a Campus Director, Now What? Medications
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Completing a Cold Weather Screening with a Previous Client
Updated onArticleWhen an applicant arrives seeking cold weather shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted. This article describes how to complete a Cold Weather Screening with a previous client seeking shelter. To complete a Cold Weather Screening with a new applicant, click here.
Other I'm a Campus Director, Now What? Cold Weather Screening - MSH
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Assigning a Client to a Cold Weather Bed
Updated onArticleWhen a client is screened and accepted into Atlanta Mission for Cold Weather shelter, we need to assign that client a cold weather bed. This article describes how to assign a client to a cold weather bed. To learn how to assign a client to a regular shelter bed, click here.
Other I'm a Campus Director, Now What? Cold Weather Screening - MSH