Recent updates
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Recording Community Living Infractions
Updated onArticleTo 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.
Next Steps I'm a Campus Director, Now What? (copied) Incidents
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Creating a New Class or Group
Updated onArticleFrom the Program Page, Leaders and Campus Admins can create new Classes/Groups from the Program page to offer in that Program. This article describes how to create a new class or group to offer in a particular Program. To learn how to view Services offered in a particular Program click here.
Next Steps I'm a Campus Director, Now What? (copied) Services
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Leaders: Approving/Denying Client Progression
Updated onArticleAs Case Managers continue to meet with clients on their caseloads and evaluate their needs and progress, there will likely come a point that a client is found eligible and ready to progress to the next program phase. When this occurs, a Case Manager will submit that client for approval to their leader. This article describes how to approve or deny submission for client progression. To learn how to approve or deny a recommendation for a persona update, click here.
Next Steps I'm a Campus Director, Now What? (copied) Approvals
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Creating a SOAP Note
Updated onArticleAs Counselors continue to meet with clients on their caseload in, we need to document the time and length of the meetings, as well as the content of the discussion following the SOAP Method. Subjective: The client's perspective regarding their experience and perceptions of symptoms, needs, and progress toward treatment goals. This section often includes direct quotes from the client/ patient as well as vital signs and other physical data. Observation: Your observed perspective as the practitioner, i.e., objective data ("facts") regarding the client, like elements of a mental status exam or other screening tools, historical information, medications prescribed, x-rays results, or vital signs. Assessment: Your clinical assessment of the available subjective and objective information. The assessment summarizes the client's status and progress toward measurable treatment plan goals. Plan: The actions that the client and the practitioner have agreed upon to be taken due to the clinician's assessment of the client's current status, such as assessments, follow-up activities, referrals, and changes in the treatment. This article describes how to create a SOAP Note.
Next Steps I'm a Campus Director, Now What? (copied) Client Notes
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Recording an External Community Referral
Updated onArticleAs 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.
Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
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Updating a Client's Allergies
Updated onArticleAt 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.
Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
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Completing a Screening with a Previous Client at The Shepherd's Inn
Updated onArticleWhen a previous client 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 previous client seeking shelter. To complete a screening with a new applicant, click here.
Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
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Recording a DLA
Updated onArticleAs Counselors in Make Progress continue to meet with clients on their caseloads, we need to regularly perform the DLA to measure a client's mental health and disability impact on daily activities over time. The DLA score also impacts a client's ability to move on to the @Work program. This article describes how to record a DLA.
Next Steps I'm a Campus Director, Now What? (copied) Assessments
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Enrolling Additional Clients in a Class or Group
Updated onArticleWhen Class or Group sessions have been created, clients are enrolled at that time. However, as more clients come into a particular Program Phase, they may also need to be enrolled in the class or group sessions. This article describes how enroll additional clients in a class or group.
Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
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Mark a Client as Quarantined
Updated onArticleAs clients enter quarantine for COVID or TB, we need to note this in the system for for meal delivery, knowing where they are currently in the building This article describes how to mark a client as quarantined. To learn how to remove a client from quarantine, click here.
Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments