Client Services Salesforce

Recent updates

• Recording Engagement Strikes

  Article

  Updated on Dec 18, 2023

  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, so it's a key item to document. This article describes how to document an Engagement Strike on a client's profile. To document an Incident, click here.

• Printing Incidents

  Article

  Updated on Dec 18, 2023

  At times, you may need to print a copy of the Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share with the client or others. This article describes how to print a copy of the Incident.

• Adding Follow-Up Comments to an Incident

  Article

  Updated on Dec 18, 2023

  At times, you may need to add follow-up comments to a Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share further coaching conversations with the client.. This article describes how to add follow-up comments to an incident.

• Recording a MARTA Card

  Article

  Updated on Dec 18, 2023

  MARTA Cards are given to clients when they need transportation to a medical or social services appointment, a job interview, or to their job itself. Tracking MARTA Cards are critical to know how many cards a client has received and to be able to report back to MARTA how many cards we've given out and for what purpose. This article describes how to record a MARTA Card. To learn how to record a client pass, click here.

• Recording Multiple Services at Once

  Article

  Updated on Dec 18, 2023

  When Case Managers give out passes, MARTA Cards, or provide referrals, we need to record those service deliveries. For the ease of system engagement, Case Managers are able to record multiple service deliveries at once and view those records. This article describes how to record multiple service deliveries at once.

• View All Service Deliveries for a Particular client

  Article

  Updated on Dec 18, 2023

  At times, Case Managers and Leaders need to view what Service Deliveries a client has received. This is particularly true if a client is transferred to another Case Manager. This article describes how to view all service deliveries for a particular client.

• Recording Client Passes

  Article

  Updated on Dec 18, 2023

  Passes are given to clients when they are leaving campus, when they need to take MARTA, and, on some campuses, when they need to make a phone call. Tracking passes are critical to know when a client is off campus or when they've received specific services from us. This article explores how to give each type of pass. This article describes how to record client passes. To learn how to record a MARTA Card, click here.

• Recording an External Community Referral

  Article

  Updated on Dec 18, 2023

  As Case Managers continue to meet with clients on their caseload, we need to document the referrals we make to outside community partners. This article describes how to record an External Community Referral. To learn how to record an Internal AM Referral, click here.

• Recording an Internal AM Referral

  Article

  Updated on Dec 18, 2023

  As Case Managers in Find Hope and Choose Help at The Shepherd's Inn continue to meet with clients on their caseload, they may discover that a client would be best served at The Potter's House. When this occurs, the client needs an Internal AM Referral and to apply to The Potter's House. This article describes how to record an Internal AM Referral and how to begin the application to The Potter's House. To learn how to record an External Community Referral, click here.

• Updating a Client's Contact Information

  Article

  Updated on Dec 18, 2023

  In order to communicate well with our clients as well as to ensure that they receive the automated Hope Scale Survey, we need to keep their phone number and email up to date. This article describes how to update a client's contact information.