Client Services Salesforce

Recent updates

• Understanding my Class Metrics

  Article

  Updated on Sep 17, 2024

  The My FH Social Worker Performance dashboard helps you track your performance and meet role expectations. A key part of this is your class metrics, which track how often you're teaching classes. These metrics are based on the attendance entered for classes where you are listed as a service provider. Understanding these metrics helps you stay on top of your teaching responsibilities and identify areas for improvement. This article explains how to read and understand your class metrics. The reports described below include all classes you've taught and the associated attendance data.

• Understanding my Referral Metrics

  Article

  Updated on Sep 17, 2024

  The My FH Social Worker Performance dashboard helps you track your performance and meet role expectations. A key part of this is your referral metrics, which track both how often you're referring clients on your caseload to community partners and how often you're meeting with those partners. These metrics reflect your efforts to build and maintain strong relationships with city partners and ensure clients are connected to the resources they need. This article explains how to read and understand your referral metrics. The reports described below include all referrals you've made as well as meetings with partners.

• Understanding my Client Note Metrics

  Article

  Updated on Sep 17, 2024

  The My FH Social Worker Performance dashboard gives you a clear view of your performance and helps you meet role expectations. A key part is your client note metrics, which track how well you document client interactions. Understanding these metrics helps you manage your responsibilities and improve where needed. This article explains how to read your Client Note Metrics. The reports described below include both active and inactive clients on your caseload during the time period described.

• Understanding my Assessment Metrics

  Article

  Updated on Sep 17, 2024

  The My Ambassador Performance dashboard helps you monitor your performance and meet role expectations. A key part of this is your assessment metrics, which track whether you've completed a Needs Assessment with each client and how timely those assessments were. Understanding these metrics helps you stay on top of your assessment responsibilities and identify areas where you can improve timeliness. This article explains how to read and understand your assessment metrics. The reports described below include all clients for whom you were responsible and the status of their Needs Assessments.

• Understanding my Class Metrics

  Article

  Updated on Sep 12, 2024

  The My Ambassador Performance dashboard helps you track your performance and meet role expectations. A key part of this is your class metrics, which track how often you're teaching classes and ensuring attendance is recorded accurately. These metrics are based on the attendance entered for classes where you are listed as a service provider. Understanding these metrics helps you stay on top of your teaching responsibilities and identify areas for improvement. This article explains how to read and understand your class metrics. The reports described below include all classes you've taught and the associated attendance data.

• Understanding my Client Note Metrics

  Article

  Updated on Sep 12, 2024

  The My Ambassador Performance dashboard gives you a clear view of your performance and helps you meet role expectations. A key part is your client note metrics, which track how well you document client interactions. Understanding these metrics helps you manage your responsibilities and improve where needed. This article explains how to read your Client Note Metrics. The reports described below include both active and inactive clients on your caseload during the time period described.

• Viewing a Client's Medications

  Article

  Updated on Sep 09, 2024

  When Clients first arrive at one of our campuses, Intake Specialists or CLAs enter their Medications into Salesforce. As Medications are disposed of or stopped by Physicians, CLAs maintain these records in Salesforce. It is important for Case Managers, particularly Counselors, to know what medications their clients are taking. This article describes how to view a Client's medications.

  Article also found in:

  • Sustain and Grow /  I'm a Sustain and Grow Lead, Now What? / Medications
  • Make Progress /  I'm a Counselor, Now What? / Medication
  • Make Progress /  I'm an Advocate, Now What? / Medications
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Medications
  • Find Hope and Choose Help /  I'm a SW, Now What? / Medications

• Recording CTOs for a Next Steps Client

  Article

  Updated on Aug 07, 2024

  Each @Work Client currently in the Job Search phase have 3 personal days they can take in order to be excused from Job Search. When @Work Clients call in or inform an @Work staff member that they are taking one of these days, we need to be able to record the CTO and to note what number of CTO it is. This article describes how to record a CTO for an @Work Client.

  Article also found in:

  • Next Steps /  I'm a VTS or VDT, Now What? / Incidents (Incidents, Next Steps Strikes, COATS, Recording CTO Days)
  • Next Steps /  Next Steps Make Progress Leader / Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)

• Recording Next Steps Write-Ups

  Article

  Updated on Aug 07, 2024

  To ensure our clients' are consistently engaging in the services we offer, we need to track occasions in which they do not participate or show up. One of our criteria for being able to move forward in the program is consistent engagement in @Work, so it's a key item to document. This article describes how to document an @Work Write-up on a client's profile. To document a General Incident, click here.

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
  • Next Steps /  I'm a VTS or VDT, Now What? / Incidents (Incidents, Next Steps Strikes, COATS, Recording CTO Days)

• Tracking Outcomes as a Next Steps VDT or VTS

  Article

  Updated on Aug 07, 2024

  When a client enters Next Steps, VDTs and VTSs track their progress in two outcome areas: Spiritual and Vocational. Actions taken by Make Progress staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes. This article describes how to track outcomes as a SW/CRS.

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Outcomes