Client Services Salesforce

Recent updates

Create a New Service
Article

Updated on Mar 05, 2024
While Program Leaders and Campus Admins can create new Classes and Groups, to create a new service, like a new type of pass, staff must reach out to the Systems team in order to create that service. This is because the automation for service delivery creations will have to be modified to include that new service. Put in a request for the Service Creation in your particular Program Phase at https://atlantamission.org/itrequest.

Other I'm a Campus Director, Now What? Services
Article also found in:
Editing the Service Details
Article

Updated on Mar 05, 2024
Occasionally, a Leader or Campus Admin may need to update specific details about a specific service, class, or group we offer. Please make sure you have permission from the Chief Program Officer before you make any changes.This article describes how to edit the Service description.

Other I'm a Campus Director, Now What? Services
Article also found in:
Viewing Services Offered
Article

Updated on Mar 05, 2024
From the Program Page, staff view all services provided in the program. Leaders and Campus Admins can also create new Classes/Groups from the Program page to offer in that Program. This article describes how to view Services offered in a particular Program. To learn how to locate the correct Program page, click here.

Other I'm a Campus Director, Now What? Services
Article also found in:
Record a Missed Bed Check
Article

Updated on Mar 05, 2024
At times, our clients may miss their bed check for a variety of reasons including a hospital stay, a pass, or if they decide to leave Atlanta Mission and did not inform a staff member. We need to track when a client has missed bed check and the reason why. There are two ways to record a Missed Bed Check: from the Client's Contact Page and from the Client's Bed. This article describes how to mark a missed bed check. To learn how to discharge a client from a bed, click here.

Other I'm a Campus Director, Now What? Beds and Bed Assignments
Article also found in:
Remove a Client from Quarantine
Article

Updated on Mar 05, 2024
As clients exit quarantine for COVID or TB, we need to note this in the system for meal delivery and knowing where their current bed is in the building This article describes how to remove a client from quarantine. To learn how to mark a client as quarantined, click here.

Other I'm a Campus Director, Now What? Beds and Bed Assignments
Article also found in:
Mark a Client as Quarantined
Article

Updated on Mar 05, 2024
As clients enter quarantine for COVID or TB, we need to note this in the system for for meal delivery, knowing where they are currently in the building This article describes how to mark a client as quarantined. To learn how to remove a client from quarantine, click here.

Other I'm a Campus Director, Now What? Beds and Bed Assignments
Article also found in:
Discharge a Client from their Bed
Article

Updated on Mar 05, 2024
When a client leaves Atlanta Mission, we need to close their bed assignment out. As we close the bed assignment, we need to indicate the reason they were discharged as well as where they were intending to go when they left. There are two ways to discharge a client from their bed. From their Contact Page or from their Bed Assignment. This article describes how to discharge a client from their bed. To learn how to transfer a client from one bed to another, click here.

Other I'm a Campus Director, Now What? Beds and Bed Assignments
Article also found in:
Assigning a Client to a Bed
Article

Updated on Mar 05, 2024
When a client or their children arrive at Atlanta Mission, we need to assign the client to a bed. There are two ways to assign a client to a bed. The Beds List or by searching for the bed. This article describes how to assign a client to a bed. To learn how to transfer a client to a different bed, click here.

Other I'm a Campus Director, Now What? Beds and Bed Assignments
Article also found in:
Transfer a Client to Another Bed
Article

Updated on Mar 05, 2024
When a client moves to a different bed whether at the same Atlanta Mission campus or a different campus, we need to transfer their bed in the system. You can transfer the client either from their Contact Page or from their Bed Assignment. This article describes how to transfer a client from one bed to another. To learn how to discharge a client from their bed, click here.

Other I'm a Campus Director, Now What? Beds and Bed Assignments
Article also found in:
Correcting Exiting Information on the Weekly Discharge Report
Article

Updated on Mar 05, 2024
Each time a CLA discharges a bed, they update the client's exiting information, including Exit Reason, Exit Sub Reason, and Destination/Housing type. This automatically updates and closes the Program Engagement as well. At times, a leader or a Case Manager may have a clearer understanding of why a client left and where they exited to. In this case, the Case Manager can update the exiting information from the Weekly Discharge report or from the Program Engagement. This article describes how to correct the Exiting Information.

Other I'm a Campus Director, Now What? Client Discharges
Article also found in: