Client Services Salesforce

Recent updates

• Logging In

  Article

  Updated on Dec 18, 2023

  If you have access to the Internet and are logged into your AM Staff Microsoft account, you can log into Salesforce. You may be prompted to authenticate via the Microsoft app when you login, so have your smartphone ready.

• Creating a Risk Assessment

  Article

  Updated on Dec 16, 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.

• Record a Client's Drug Screen Results

  Article

  Updated on Dec 16, 2023

  When a client first arrives at one of our campuses or on occasion when we suspect they may have taken a substance, we perform specific Drug Screen(s). The results of those screen(s) need to be input into Salesforce for future reference. This article describes how to record drug screen(s) for an individual client. To learn how to record drug screen(s) for multiple clients at once, click here.

• Logging In

  Article

  Updated on Dec 16, 2023

  If you have access to the Internet and are logged into your AM Staff Microsoft account, you can log into Salesforce. You may be prompted to authenticate via the Microsoft app when you login, so have your smartphone ready.

• Searching for a Client

  Article

  Updated on Dec 16, 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.

• Recording Medications

  Article

  Updated on Dec 16, 2023

  When clients arrive on campus for the first time, or as they visit the doctor, they'll bring prescribed medications with them on campus. When this occurs, CLAs and CLLs take their medication, store it, and log what they're prescribed in Salesforce. This article describes how to record a new medication. To learn how to mark a medication as disposed, click here.

• Adding a Document to a Client's Files

  Article

  Updated on Dec 16, 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. 

• Recording Community Living Infractions

  Article

  Updated on Dec 16, 2023

  To ensure the safety of our community on campus, we need to record Community Living Infractions. Community Living Infractions are given when a client violates the Community Living Guidelines they agreed to at Intake. This article describes how to document a Community Living Infractions on a client's profile. To document an incident, click here.

• Recommend a Ban

  Article

  Updated on Dec 16, 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.

• Recording General Incidents

  Article

  Updated on Dec 16, 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.