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1.Re: Health History Form
Posted by ashleighg on 9/4/2018 5:22:44 PM
Hello Idagrn,
It's wonderful to hear from you, I hope you had a great 3 day weekend! Thank you for taking the time to share your thoughts with us. When you are gathering her Health History, at the beginning of the appointment, and her Gravida up unto that point-- you do not yet know (for a pregnancy test) what the result is this would be PRIOR pregnancies. If she were to return for a sonogram the following week you absolutely could increment that by 1 to include the positive test ...
2.Re: Make File ID # Visible in Physician Sign Off
Posted by ashleighg on 11/14/2018 10:38:43 AM
Hello Melbourne_Director,
Thank you for taking the time to reach out and share your feedback, it is much appreciated! I couldn't agree more, I think adding File ID would be a great help and love how you are using it to communicate details with your Ultrasound Director. You are absolutely right, you never want to share patient details via text or email as they are not secure methods of communication. I am excited to see this feature integrated, thanks again for sharing your ...
3.Re: Donor Management Report Summaries
Posted by ashleighg on 6/21/2019 12:07:32 PM
Hi Pam,
It's great to hear from you, thank you for taking the time to reach out. Do you currently utilize the "Deposit Number" field on the Donation form so you are able to group or see which donations go to which deposits?

A great report to run would be the Donations by Designation Report which allows you to pull by a date range and see a total. Another option within this report is to pull by Deposit Number so you are able to see all donations for JUST ...
4.Re: Donor Management Report Summaries
Posted by ashleighg on 6/21/2019 12:32:22 PM
Hi Pam,
Happy to help, how exciting! If you have any other questions please don't hesitate in reaching out. Have a wonderful weekend!

5.Re: Feedback on updates
Posted by ashleighg on 7/11/2019 10:05:00 AM
Hello Bhershey,
Thank you for taking the time to reach out and share your thoughts with us! You are always welcome to reach out here in the forums or by contacting your Account Manager directly. We plan our updates based on feedback from our centers, usability of the feature, difficulty of implementation, What center are you from, this will allow me to detail your request by adding it to our feature request list?

6.Re: Appointment Contact Information Not Updating
Posted by ashleighg on 5/6/2019 12:12:54 PM
Hello Abuckner,
It's great to hear from you, I hope you had a GREAT weekend! The phone number and "Client consents to text reminders" pulls down from the file at the time you link it, it is not an open-ended conversation between the file and appointment form. If you update the phone number or consent preference after the link has happened it will not automatically update the appointment form.

7.Re: Appointment Contact Information Not Updating
Posted by ashleighg on 5/6/2019 1:25:17 PM
Hello Abuckner,
Yes, it has always processed in this way. It is referencing the general file at the time you link to the client file however it does not post back and call for information constantly as it is a different form. I can add this to the feature request list to be considered however I am unsure if this is possible. Thank you for taking the time to share your feedback with us, please reach out to your Account Manager directly if you'd like to share additional detail ...
8.Re: Online Giving Integration
Posted by ashleighg on 4/19/2018 2:02:49 PM
Hi Monica,
It's great to hear from you! We are always open to exploring new partnerships, please have your payment processor Canada Helps reach out to our Director of Development, Kristen Paul whose email is to further explore the possibility.

Have a GREAT day!

9.Re: Suggestions
Posted by ashleighg on 8/6/2018 10:20:06 AM
Hi Karen Jones,
It's great to hear from you, thank you for taking the time to share your feedback with us and your sweet encouragement! I will address each item below. If you have further questions I encourage you to reach out to your Account Manager directly.

LMP: Currently you are able to leave LMP blank and in your chart note you can specify whether it is an estimate or not. How would knowing this date was estimated assist you?

Birth Control: ...
10.Re: Changing a case number
Posted by ashleighg on 6/29/2018 10:02:07 AM
Hi CindyR,
It's great to hear from you! The system automatically numbers the cases in sequential order, as they are added to the system. You cannot change the number of a case or File ID, if the cases are 002 and 003 it is because there originally was a case 001 that was actually deleted at some point. You cannot change the number of the case and would have to delete all activity and cases and re-enter (you would not have to delete the File itself). It does not affect statistics ...
11.Re: Partner Information Report
Posted by ashleighg on 11/28/2018 12:13:58 PM
Hello Abuckner!!

Your Account Manager is Maggie Patton, you can reach her at or 469-293-3079 ext: 109

12.Re: tracking donor trends
Posted by ashleighg on 1/8/2019 5:56:51 PM
Hello BHershey,
Thank you for taking the time to stop and share your feedback and questions! You can easily pull the Lapsed Donor Report which looks at giving for a period compared to another period, for example those who gave in 2017 but not in 2018. There is however not a single report that will show increased/decreased by event.
13.Re: Receipting
Posted by ashleighg on 2/14/2019 6:59:19 PM
Hello AmyM,
It's great to hear from you! You do need ALL donors to be in one category or another in order to properly complete the task you are trying. All donors would need to be in either Monthly Paper Receipts, Yearly Paper Receipts, Monthly Email Receipts, or Yearly Email Receipts. My suggestion would be to put ALL donors in "Monthly Paper Receipts" unless they specify yearly or email options. Does that make sense?

Ashleigh ...
14.Re: Want to print WALK donation statements with more info than I see possible!
Posted by ashleighg on 3/28/2019 11:28:55 AM
Hi JVanture!!!
Thank you for reaching out to us. Another possible option would be to run the Donations Report, for your specific event, and then view as a letter. This would allow you to create your own statement or letter and insert the mail merge field of "Group Name" and "Group Captain" if you have created groups within the event. Does that make sense?

Again, you would have to create your own statement or just setup as a letter.

15.Re: Need to report donors since 2010 and the years they gave donations
Posted by ashleighg on 6/26/2018 5:57:23 PM
Hi Kathyg,
It's great to hear from you! My suggestion would be to run the Batch Receipts Report-- you can enter a date range and it will give you total giving for each donor. In the upper left corner you can select "View as: List" in the drop down and this will display the donor details (name, address, donations received, total amount etc) If you would like a total for each year, you can run the report for 1 year at a time versus 1/1/2010-current. Feel free to call ...
Posted by ashleighg on 6/27/2018 3:55:43 PM
You are so very sweet, thank you for kind and encouraging words. You hit our mission statement head on, I am so happy to know that our heart comes across loud and clear. Hugs to you dear one!

17.Re: Marking Donor accounts for Correspondence
Posted by ashleighg on 3/12/2009 3:37:53 PM

You are correct in the fact that at this point, there is no way to automatically fill out a "Correspondence" form when mail is sent to a donor.

By marking a category "Monthly" and "Newsletter" this will give you an idea of how often mail is sent to them and what mailings they are included in as of right now. I will forward this suggestion on to our development team to possibly incorporate in a future release.
18.Re: Deposit Report
Posted by Ashleighg on 10/8/2019 5:44:41 PM
Hello PamW,
Thank you for reaching out! You are correct, the Designation is meant to map to your Item List which talks to your Chart of Accounts and translates into your P&L and other QuickBooks reports. If you have all donations going to "Operating" Designation that is where everything will funnel into. If you want to break them up to "Banquet" "Business" "General" etc. then they would funnel out that way. Give your Account Manager a call ...
19.Re: Mobile Intake on Site
Posted by Ashleighg on 7/15/2019 7:47:57 PM
Hello Angie,
Yes, to add to what Brian stated you do not want to use a QR Code so you are able to stay in Kiosk mode protecting your device and its data. You would be able to, however, provide them the Access Code on a sticky note for example and they would enter that into the Mobile Intake App while in Kiosk mode. Please check out the help documentation in the User Guide, under Office, Scheduler, Mobile Intake to learn more about Kiosk Mode or call your Account Manager to help you ...
20.Re: Mobile Intake - Printing Client Forms
Posted by ashleighg on 7/24/2019 5:38:36 PM
Hello Adcantrell,
It's great to hear from you, I am so happy you are utilizing our most recent update! Once the data has been entered and saved to their file you do not have the option for a full print of forms but instead a "File Summary Report" as it is meant to be an electronic medical record (EMR) and not a full file download. with that said it does include the most pertinent information.

In regards to the Pregnancy Test Form you have the option for ...
21.Re: Mobile Intake - Printing Client Forms
Posted by ashleighg on 7/25/2019 10:45:58 AM
Hello Angie,
As Brian stated if you are in the Mobile Intake App, where the client fills out the mobile forms, and not in CenterPiece it shouldn't be cut off. Please give us a call so we are able to help you troubleshoot further.

22.Re: referrals
Posted by ashleighg on 4/11/2018 12:58:20 PM
Hi CindyR,
It's great to hear from you! If you login to CenterPiece and go to Statistics, you will click on Referrals Given Statistic, left hand side select your date range and for the demographic select "Referral type" this will detail what referral was received and by how many. You can always click on the number to get the list of clients that make up that number.

Let us now if you have any other questions. have a GREAT day!

23.Re: Profiles Pictures loading sideways
Posted by ashleighg on 6/5/2018 3:38:44 PM
Hi Jvanture,

It's great to hear from you my friend, I pray you are doing well! What type of device are you utilizing to take said picture?

24.Re: Profiles Pictures loading sideways
Posted by ashleighg on 6/6/2018 10:33:02 AM
Hi Jvanture!

For some reason the image is turned on iPhone and iPad however if you put the phone landscape (sideways) with the camera lens on the right it will crop and save accurately. Please let us know if you have any other questions, have a GREAT day!

25.Re: recurring clients
Posted by ashleighg on 10/1/2018 11:25:59 AM
Hello KathyE,
You are correct, a new case should not be entered for EACH visit. You only enter a new case for each new potential pregnancy-- so each pregnancy test visit would be a new case, unless it is the same LMP and is a retest. A case is a support cycle, so for a potential new pregnancy (pregnancy test visit) you would add a case, if the test is positive and they return for parenting/prenatal classes that would be part of the same case/support cycle and would be visits under ...
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