Recent updates
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Viewing a Client's Medications
Updated onArticleWhen Clients first arrive at one of our campuses, Intake Specialists or CLAs enter their Medications into Salesforce. As Medications are disposed of or stopped by Physicians, CLAs maintain these records in Salesforce. It is important for Case Managers, particularly Counselors, to know what medications their clients are taking. This article describes how to view a Client's medications.
Next Steps I'm a Campus Director, Now What? (copied) Medications
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Record a Client's Drug Screen Results
Updated onArticleWhen 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.
Next Steps I'm a Campus Director, Now What? (copied) Drug Screens
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Recording a MARTA Card
Updated onArticleMARTA 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.
Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
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Completing a Screening with a New Applicant at The Shepherd's Inn
Updated onArticleWhen a new applicant arrives at The Shepherd's Inn in seeking 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 screening with a new applicant seeking shelter. To complete a screening with a previous client, click here.
Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
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Updating a Client's Clothing Sizes
Updated onArticleEach season, our services teams put requests in for seasonal clothing for our clients. In order to do this, we need to know each client's sizes. In addition, if a client advances to Job Search Workshop or @Work, we'll need to know their sizes for professional clothes. This article describes how to update a client's clothing sizes.
Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
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Discharge a Client from their Bed
Updated onArticleWhen 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.
Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
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Recording a Needs Assessment
Updated onArticleAs 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.
Next Steps I'm a Campus Director, Now What? (copied) Assessments
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Assigning a Client to a Caseload
Updated onArticleAs 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.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Completing a Walk-up Screening with a Previous Client at Restoration House
Updated onArticleWhen an applicant arrives at Restoration House seeking 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 walk-up screening with a new applicant seeking shelter. To complete a walk-up screening with a new applicant, click here. To complete a phone prescreening with a previous client, click here.
Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
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Completing a Cold Weather Screening with a New Applicant
Updated onArticleWhen 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.
Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - TSI