Client Services Salesforce

Recent updates

• Recommend a Ban

  Article

  Updated on Dec 19, 2023

  At times, a client may engage in behavior that may require a ban for the safety of other clients and staff. In cases like this, when a CLA enters in an Infraction, they are able to recommend a ban to the CLL. This article describes how a CLA can recommend a ban to the CLL.

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Incidents
  • Community Living /  I'm a CLA, Now What? / Incidents
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Incidents

• Adding a Document to a Client's Files

  Article

  Updated on Dec 18, 2023

  As Atlanta Mission staff meet with clients, we need to upload documents to their files for future reference. Documents like agreements, contracts, exit letters, and schedules. All Services Staff can view files in a Client's files. This article describes how to add a document to a client's File. 

• Discharge a Client from the Program

  Article

  Updated on Dec 18, 2023

  When a client leaves Atlanta Mission, we need to discharge them and notate their exit reason and destination. Typically, a CLA or CLL will discharge their bed and this will also automatically discharge and close out their Program Engagement with the same information. However, there are times where a Case Manager may know more information about a client's departure. When this occurs, the Case Manager can discharge the client's Program Engagement which will automatically update their bed assignment. This article describes how to discharge a client's Program Engagement for Find Hope, Choose Help, Make Progress, or Sustain and Grow.

• Case Managers: Submitting a Client for Approval to the Next Program Phase

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to meet with clients on their caseloads and perform needs assessments, there will likely come a point that a client is found eligible and ready to progress to progress to the next program phase. This article describes how to submit a client to your leader for approval to progress. To learn how to recommend a persona change, click here.

• Case Managers: Recommending a Persona Change for a Client

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to get to know clients on their caseloads there may come a point that a change in persona is needed. A client's persona is assessed at screening based upon their highest presenting need at the time. However, as a client stabilizes or becomes more highly motivated, they may share more information and their highest presenting need may change. When this occurs, we need to adjust their persona. This article describes how to recommend a persona change. To learn how to submit a client to the next Program Phase, click here.

• Creating Sessions of a Class or Group

  Article

  Updated on Dec 18, 2023

  From the Program Page, Leaders and Campus Admins can select the Class that they need to create sessions for. This article describes how to create a new class or group sessions to offer in a particular Program.

• Enrolling Additional Clients in a Class or Group

  Article

  Updated on Dec 18, 2023

  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.

• Removing Clients from a Class or Group

  Article

  Updated on Dec 18, 2023

  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.

• Mark Attendance for a Class or Group Session

  Article

  Updated on Dec 18, 2023

  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.

• Adding Class/Group Notes

  Article

  Updated on Dec 18, 2023

  Once a Class or Group session has occurred, we need to add notes as to what took place in the class or group. This article describes how add notes about a class/group.