Viewing User Profile for: AllisonS
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Joined: 03/07/2011 02:25 PM
Last Login: 11/20/2015 07:25 AM
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 Post Statistics
AllisonS has contributed to 16 out of 7,603 total posts (0.21% of total).
Most Recent Posts:
More language options 11/19/2015 3:46:07 PM   (Total replies: 1)
We would like to see more options in the "Primary Language" field in the client intake form. Our city is a major city for refugees. We hear a wide range of minority languages that we have to mark simply as "Other". We would like the ability to add custom languages to the database (similar to how we can currently add churches to a client form) and pull those statistics in a report. This would help us know which interpreters to have on-call, have interesting statistics to present to donors, ...

Re: More language options 11/20/2015 7:41:47 AM   (Total replies: 0)
Much appreciated, Kris! I will call later today or next week.

Re: Inserting Images into Letters 6/25/2015 1:19:19 PM   (Total replies: 0)
I did see that. Good to know! Thank you!

Inserting Images into Letters 6/10/2011 9:16:45 AM   (Total replies: 1)
I think your Letter section is wonderful, and it saves me a ton of work with statements and mailings. I would like to see the ability to insert images into letters, especially scanned signatures. It would save our directors a lot of time if they didn't have to sign each letter individually. I think this would be a great feature for eKyros!

Clone/Copy Existing Appts in Scheduler 6/23/2015 2:31:33 PM   (Total replies: 1)
Scenario: A client calls to reschedule her appointment. The staff member goes to the Scheduler, marks her old appointment as "Rescheduled," and creates a new appointment at the new time. Problem: We have to copy/paste appointment information from the old appointment to the new one. The old subject field has to be copied/pasted to the new subject field. The same goes for the comment fields. That requires switching between the two appointment windows at least once, which can be time-consuming ...

Multi-site Centers and PlusLink 10/1/2014 9:07:47 AM   (Total replies: 1)
When we log into the Scheduler from any location, will the Scheduler show ALL pending appointments from OptionLine - regardless of which location is receiving the appointment? Or, will it show only the pending appointments for the location that's currently selected in CenterPiece? Here's the background info: my co-worker logged into the Scheduler this morning from our satellite office. There was a pending appointment from OptionLine. But the appointment was for 2:30, and our satellite office ...

Re: Multi-site Centers and PlusLink 10/1/2014 9:24:39 AM   (Total replies: 0)
Perfect. Thank you!

Client Reports by Staff/Volunteer 7/10/2013 11:49:36 AM   (Total replies: 2)
I need to pull records of saved babies from previous years and sort them by the name of the counselor who saw them. However, I cannot find a way to pull records of clients associated with a particular staff/volunteer. To rephrase this another way: I want to show our counselors a record of saved baby cases they were involved with. How do I pull this kind of report from CenterPiece?

Re: Client Reports by Staff/Volunteer 7/10/2013 12:17:01 PM   (Total replies: 2)
Wow, I wasn't aware that this feature existed. The Case Status report has been beefed up quite a bit since the last time I used it. I like it! That was exactly what I needed. Thank you, Amy and Ashleigh, for your help!

Monthly Clients Served vs. Client Visit 8/19/2011 12:45:02 PM   (Total replies: 1)
I'm having trouble understanding the difference between the "Monthly Clients Served Statistics" versus the "Client Visit Statistics" forms. I'm trying to ascertain the number of visits made to a particular location thus far thus year. If I use the "Monthly Clients Served" form, I will get the number of UNIQUE clients per month, no matter how many times client have been to that location in each month. If I use the "Client Visit Statistics" form, I will get ALL the visits for each client per ...

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