Recent updates
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Uploading a Client Image
Updated onArticleOnce 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.
Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
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Navigating a Client's Contact Page as a Case Manager
Updated onArticleFrom 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.
Next Steps I'm a Campus Director, Now What? (copied) Getting Started
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Recording a DFCS Case
Updated onArticleOccasionally, 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.
Next Steps I'm a Campus Director, Now What? (copied) Incidents
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Completing a Cold Weather Screening with a Previous Client
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 previous client seeking shelter. To complete a Cold Weather Screening with a new applicant, click here.
Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - TSI
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Leaders: Approving/Denying a Persona Update
Updated onArticleAs Case Managers continue to get to know clients on their caseloads, there may come a point that a change in persona is needed. A client's persona is assessed at screening based upon their highest presenting need at the time. However, as a client stabilizes or becomes more highly motivated to progress in the program, they may share more information and their highest presenting need may change. When this occurs, we need to adjust their persona. This article describes how to approve or deny a persona update. To learn how to approve or deny a recommendation for client progression, click here.
Next Steps I'm a Campus Director, Now What? (copied) Approvals
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Create a New Service
Updated onArticleWhile Program Leaders and Campus Admins can create new Classes and Groups, to create a new service, like a new type of pass, staff must reach out to the Systems team in order to create that service. This is because the automation for service delivery creations will have to be modified to include that new service. Put in a request for the Service Creation in your particular Program Phase at https://atlantamission.org/itrequest.
Next Steps I'm a Campus Director, Now What? (copied) Services
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Relate a Client Note to More Records
Updated onArticleMultiple items are regularly addressed during Client Sessions. As a result, you may want to relate your Client Note to these items. You are able to relate the client note to Cases (Incidents) if you addressed a particular infraction or strike during your session. You are able to relate the Client Note to Case Plans if you addressed a specific goal or action item during your session. You are able to relate the client note to Service Deliveries if you delivered specific services such as passes, MARTA Cards, and Referrals and have already created them in the system. This article describes how to create relate a Client Note to More Records.
Next Steps I'm a Campus Director, Now What? (copied) Client Notes
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Updating a Client's Meal Accommodations
Updated onArticleAt 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.
Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
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Uploading a Client Image
Updated onArticleOnce 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.
Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
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Remove a Client from Quarantine
Updated onArticleAs clients exit quarantine for COVID or TB, we need to note this in the system for meal delivery and knowing where their current bed is in the building This article describes how to remove a client from quarantine. To learn how to mark a client as quarantined, click here.
Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments