Client Services Salesforce

Recent updates

• Navigating Case Plan Pages

  Article

  Updated on Dec 18, 2023

  From the Case Plan Page, staff can see all details for the client's case plan and goals for a particular phase or outcome. This article describes how to navigate the Case Plan page.

• Adding a Goal to a Case Plan

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to meet with clients on their caseloads, they may want to add a goal for the individual client to their Case Plan to track and follow-up on. This article describes how to add a goal to a case plan. To learn how to update the status of a goal on a case plan, click here.

• Adding an Action Item to a Goal

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to meet with clients on their caseloads, they may want to add action items (tasks) to reach each specific goal. This article describes how to add an action item to a goal. To learn how to add a goal to a case plan, click here.

• Updating the Status of a Goal

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to meet with clients on their caseloads, they may want to update the status of a goal for the individual client in their Case Plan. This article describes how to update the status of a goal in their case plan. To learn how to add a goal to their case plan, click here.

• Updating the Status of an Action Item

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to meet with clients on their caseloads, they may want to update progress for action items (tasks) to reach each specific goal. This article describes how to update the status of an action item for a goal. To learn how to add an action item to a goal, click here.

• Changing the Owner of a Case Plan

  Article

  Updated on Dec 18, 2023

  At times, a client may move to a different Case Manager's Caseload. When this occurs, we need to change the owner of the Case Plan. This article describes how to change the owner of a Case Plan.

• Creating a Risk Assessment

  Article

  Updated on Dec 18, 2023

  When a client shows signs they may be a risk to themselves or to others, we must create a risk assessment and safety plan with them to evaluate the risk and to prepare for when things may feel difficult for them. This article describes how to create a Risk Assessment.

• Recording a Needs Assessment

  Article

  Updated on Dec 18, 2023

  As Case Managers in Find Hope and Choose Help  continue to meet with clients on their caseloads, a client may express interest in moving forward to Make Progress. When a client expresses this interest, we need to record a Needs Assessment. This article describes how to record a Needs Assessment.

• Recording General Incidents

  Article

  Updated on Dec 18, 2023

  To ensure our clients' and staff members' safety on campus, we need to track incidents that occur for documentation and to ensure similar issues don't occur in the future. This article describes how to document an incident on a client's profile. To document an Engagement Strike, click here. To document a Community Living Infraction, click here.

• Recording a DFCS Case

  Article

  Updated on Dec 18, 2023

  Occasionally, children and parents may have DFCS cases. When this occurs, we need to document them. This article describes how to document a DFCS Case on a client's profile. To document an incident, click here.