Client Services Salesforce

Recent updates

• Updating a Client's Allergies

  Article

  Updated on Dec 18, 2023

  At times, a client will share that they have allergies. We need to note those allergies in Salesforce. This enables us to respond quickly and appropriately if they come in contact with an allergen and have a medical complication. This article describes how to update a client's allergies.

• Updating a Client's Meal Accommodations

  Article

  Updated on Dec 18, 2023

  At times, a client will have dietary restrictions whether due to a medical condition or personal choice. We need to note those meal accommodations in Salesforce. This enables the kitchen to provide the correct number and type of meals as needed. This article describes how to update a client's meal accommodations.

• Marking a Client as Pregnant

  Article

  Updated on Dec 18, 2023

  At times, after a client has gone through Atlanta Mission intake, we will learn that they are pregnant. The client's pregnancy needs to be documented both for awareness on campus and so that their meal accommodations are updated. This article describes how to mark a client as pregnant.

• Indicating a Client Made a Decision for Christ

  Article

  Updated on Dec 18, 2023

  At times, we may have the wonderful opportunity to see a client make a decision to trust and follow Jesus. When this occurs, we note the date and their decision for Christ in Salesforce to ensure we celebrate and that future caseworkers are aware and can connect with them on their faith. This article describes how to indicate that a client made a decision for Christ.

• Indicating a Client has been Baptized while at Atlanta Mission (copied)

  Article

  Updated on Dec 18, 2023

  At times, we may have the wonderful opportunity to see a client be baptized while they stay with us at Atlanta Mission. When this occurs, we note the date and their baptism in Salesforce to ensure we celebrate and that future caseworkers are aware and can connect with them on their faith. This article describes how to indicate that a client has been baptized while at Atlanta Mission. To learn how to indicate that a client made a decision for Christ, click here.

• Navigating a Client's Contact Page as a Case Manager

  Article

  Updated on Dec 18, 2023

  From the Client's Contact Page, staff can see all details surrounding a client's demographics, health, income, insurance, faith, contact information, legal situation, recovery status, and more. Staff can also perform assessments, update case plans and goals, add files, view their medications, previous intakes, record drug screenings, and access their Program Engagement. This article describes how to navigate the Contact Page as a Case Manager.

• Accessing a Client's Active Program Engagement

  Article

  Updated on Dec 18, 2023

  At times, a client will have quite a number of Program Engagements, whether they've advanced through all the phases of our Program or they've been a client at Atlanta Mission multiple times over the years. When this occurs, it can be difficult to locate the correct Program Engagement to view current information or input service deliveries for. This article describes how to quickly access a client's active Program Engagement.

• Navigating Find Hope and Choose Help Program Engagement Pages

  Article

  Updated on Dec 18, 2023

  From the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc. This article describes how to navigate the Program Engagement page for Find Hope and Choose Help. To learn how to navigate the Program Engagement page for Make Progress, click here. To learn how to navigate the Program Engagement page for Sustain and Grow, click here.

• Searching for a Client

  Article

  Updated on Dec 18, 2023

  In order to view and update client information, we need to navigate to their Contact Page. Using the search bar is one way to navigate to a client's Contact Page. Searching for a client before creating a record is also a way to prevent duplicates from being created.  When duplicate clients occur, we are unable to see the full client history. This article shares a simple way to search for clients.

• Assigning a Client to a Caseload

  Article

  Updated on Dec 18, 2023

  As clients begin to receive Atlanta Mission services  they progress through the different phases of our programs, they need to be assigned to Case Managers who will serve clients to assist them in overcoming their circumstances. Case Managers include Ambassadors, Client Resource Specialists, Social Workers, Advocates, Counselors, and Children's Services Roles. This article describes how to add a client to a caseload within Salesforce. Once you add a client to a caseload, they will appear that Case Manager's report.