Viewing User Profile for: karenboots
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Joined: 09-01-2006 02:29 PM
Last Login: 06-22-2017 01:32 PM
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 Post Statistics
karenboots has contributed to 55 out of 7,603 total posts (0.72% of total).
Most Recent Posts:
scheduler 3/14/2017 12:08:23 PM   (Total replies: 1)
Hi - We use the scheduler to record not only client appointments, but meetings, time out of the office, training, etc., so that it is all in one place. One thing that would be convenient, even for repeating client appointments, would be to have a recurring option for entering appointments. Currently, when a staff member is out all week, we have to enter each day separately. Would it be possible to add a "repeat" option, similar to phone calendars, where it is possible to check various recurring ...

Re: scheduler 3/14/2017 2:42:46 PM   (Total replies: 0)
If there would be a way, that would be great. Thanks!

Time cards 3/1/2016 1:40:19 PM   (Total replies: 1)
I love the fact that you have added time cards to CenterPiece! I've been struggling with finding a good way to keep track, and am hopeful this will help. Of course, it's brand new, so I'm just learning. It seems that in order to enter more than one type of service in a day, you have to add multiple time cards. Am I missing something? I can't imagine very many of us do the same thing all day! For our center, we have a grant that requires us to track hours paid by the grant and by other ...

"relationships" issue 2/9/2016 12:24:08 PM   (Total replies: 1)
When we went to add a relationship in a client file today, we could not get the name to come up as we began typing, even though she already has a client file as well. Only 10 options came up for that letter, but when I checked, there should have been 16 clients whose name started with that letter. I randomly checked some other letters and similar things were happening. Any idea as to why this might be? We've been using CenterPiece for almost 10 years and I don't remember this ever happening ...

Re: "relationships" issue 2/9/2016 12:55:38 PM   (Total replies: 1)
I had checked for the space, but did not look for the "inactive" designation. That worked, thank you. However, may I point out that an active client may easily have a "relationship" (i.e. sister, friend, even boyfriend) with an inactive client. I would like to see that changed in the future. Also, as we were working with this one, we realized that she was "inactive" because she had been using our services in the past, then stopped coming (so was changed to inactive). When she resumed ...

Re: "relationships" issue 2/9/2016 1:15:14 PM   (Total replies: 0)
Yes, thank you!

search for individual lessons 7/29/2015 11:50:30 AM   (Total replies: 2)
Today an Earn While You Learn client who has done many lessons was coming in, and we were trying to check whether she had already done a certain lesson we had in mind. Lessons do not always go in a certain order, so when someone has multiple pages of lessons listed in their client file, it becomes a daunting task to find whether they have completed a particular lesson. We are wondering if it would be possible to add a search mechanism within the activities in a client file that would help with ...

Link "outcome" and "children" in case 12/16/2014 2:29:03 PM   (Total replies: 2)
We would find it helpful to have a direct connection between "outcome" info and "children" in a case. Sometimes one gets entered and the other one forgotten. It would be nice to have a reminder pop-up or something similar. For instance, when the case outcome is filled out and 'birth' is selected, a reminder for the 'children' form could automatically come up. Autofill may even be used for the birthdate info. When the 'chldren' form is filled out first, 'Do you want to complete the case ...

Re: Client Case Statistics 5/12/2010 3:23:50 PM   (Total replies: 1)
I was just looking for a way to determine what percentage of our clients came from our county, which I needed to fill out a request for funding. It seems that this thread was seeking something similar, so I thought I'd just tack on here. What is currently the easiest way to answer that question? It seems like I either can sort by zip code, but with all client visits (so a client may be counted more than once), or I can filter the zip code list by specifying new clients, but that doesn't ...

alphabetizing lists 3/4/2013 3:59:46 PM   (Total replies: 1)
We have encountered a challenge as we add to the class list on the individual education form. We recently added a 10th binder to our parenting set for Earn While You Learn. When we added this to the list, however, it alphabetizes P10 right after P1, rather than after P9. It is much easier, as you might imagine to have this long lesson list come up in order and not have to go searching for the one I'm looking for. Is there something that could be changed on either end to make this work? Thanks ...

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