Client Services Salesforce

Recent updates

• Recording a DFCS Case

  Article

  Updated on Dec 16, 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.

• Printing Incidents

  Article

  Updated on Dec 16, 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 16, 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.

• Completing a Cold Weather Screening with a New Applicant

  Article

  Updated on Dec 16, 2023

  When an applicant arrives seeking cold weather shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted. This article describes how to complete a Cold Weather Screening with a new applicant seeking shelter. To complete a Cold Weather Screening with a previous client, click here.

• Completing a Cold Weather Screening with a Previous Client

  Article

  Updated on Dec 16, 2023

  When an applicant arrives seeking cold weather shelter, we need to properly assess their eligibility to receive Atlanta Mission services as well as to collect information to best serve them if they are accepted. This article describes how to complete a Cold Weather Screening with a previous client seeking shelter. To complete a Cold Weather Screening with a new applicant, click here.

• Uploading a Client Image

  Article

  Updated on Dec 16, 2023

  Once a client has been accepted to The Shepherd's Inn, we need upload a photo of them for security purposes, both for their badge and for their contact record in the system. This article describes how to upload a photo of the client to their contact record.

• Assigning a Client to a Cold Weather Bed

  Article

  Updated on Dec 16, 2023

  When a client is screened and accepted into Atlanta Mission for Cold Weather shelter, we need to assign that client a cold weather bed. This article describes how to assign a client to a cold weather bed. To learn how to assign a client to a regular shelter bed, click here.

• Assigning a Client to a Bed

  Article

  Updated on Dec 16, 2023

  When a client or their children arrive at Atlanta Mission, we need to assign the client to a bed. There are two ways to assign a client to a bed. The Beds List or by searching for the bed. This article describes how to assign a client to a bed. To learn how to transfer a client to a different bed, click here.

• Transfer a Client to Another Bed

  Article

  Updated on Dec 16, 2023

  When a client moves to a different bed whether at the same Atlanta Mission campus or a different campus, we need to transfer their bed in the system. You can transfer the client either from their Contact Page or from their Bed Assignment. This article describes how to transfer a client from one bed to another. To learn how to discharge a client from their bed, click here.

• Discharge a Client from their Bed

  Article

  Updated on Dec 16, 2023

  When a client leaves Atlanta Mission, we need to close their bed assignment out. As we close the bed assignment, we need to indicate the reason they were discharged as well as where they were intending to go when they left. There are two ways to discharge a client from their bed. From their Contact Page or from their Bed Assignment. This article describes how to discharge a client from their bed. To learn how to transfer a client from one bed to another, click here.