Viewing User Profile for: doloresc
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Joined: 03-02-2015 08:04 AM
Last Login: 05-24-2021 09:34 PM
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 Post Statistics
doloresc has contributed to 23 out of 7,590 total posts (0.30% of total).
Most Recent Posts:
Re: Marking Donor accounts for Correspondence 7/25/2019 3:25:36 PM   (Total replies: 1)
Hi adavis763, Thanks for submitting your request to the forums for consideration. Yes, great job explaining how you would use this functionality within a correspondence form. So, you would like to be able to look up and link multiple Donors after filling out one correspondence form detailing your correspondence type and details. I will detail this feedback on your center account (thanks for including your site in your user name-GREAT idea) and submit to our development team for ...

Re: Loss of feature in Donor Management Sponsor page at last ekyros update 8/6/2019 4:09:34 PM   (Total replies: 0)
Hi Jvanture! Thank you for reporting this and providing such great detail. We will check into the functionality and see if this is something that can be restored where all sponsors are indeed listed alphabetically as it was previously. Again, thank you for reporting and for the clarity! Have a beautiful day!! Doloresc

Re: formatting batch receipt letters 3/12/2019 8:10:35 AM   (Total replies: 1)
Good morning optionsnj, Thank you for your post! Our letters are formatted to fit #9 double window envelopes. Please try those and they will work nicely. Should you have any other questions on this, please feel free to contact your Account Manager directly at (469) 293-3079. Thank you again for posting and have a fabulous day! Doloresc

Re: Savvy 11/8/2018 5:05:47 PM   (Total replies: 0)
Hi jvanture, Thanks for posting in our forums. Yes, we do partner with Star Financial Services, as well as a few other online giving partners. Our preferred online giving partner is Stewardship Technologies. You can check out all the giving partners by searching online giving connector in the Help tab once you are logged into Centerpiece. Please feel free to contact your Account representative if you have any questions. Thanks again for participating in our Forums and have a blessed ...

Re: Finding stat on total individual clients served 6/14/2018 2:54:57 PM   (Total replies: 1)
Hi adcantrell, The best report for you to get an un-duplicated count of client visits would be the Unique Clients Served by Center report. This will give you exactly what you are looking for. Thank you for writing in and have a beautiful day!

Re: abstinence section of ekyros 3/7/2018 2:08:09 PM   (Total replies: 0)
Hi CindyR, Thanks for writing in! The abstinence question is the last question on the case form. Once entered there, you may pull a report on how many of your clients chose abstinence by going to Client Reports and clicking on report under Pregnancy Support named "Client Case Statistics" and selecting your first demographic of Abstinence status. This will show you how many selected Abstinence and how many did not. I hope you find that helpful. Please feel free to call in if you have ...

Re: Missing Resource 2/8/2018 3:05:28 PM   (Total replies: 0)
Hello Amanda, It could simply be that the Resource was disabled in this case and you would go to your Resource list to check and then make certain that the enable button is checked. If you have any further issue, please call me and I am happy to talk you through ways we can locate that "missing resource" and remedy your issue. Thank you for writing in today. Dolores Crawford (469) 293-3079 Ext 108

Re: Non-monetary donations 9/5/2017 10:50:29 AM   (Total replies: 0)
Hi ElizabethLamont, It is great to hear from you. Yes, you may enter the "Gift-In-Kind" donation into the Donors file by putting in a ZERO dollar value and then can use the comment section to note what the item(s) are. The Donor would be the one to file that receipt with their taxes at the end of the year and claim the value then. I hope this makes sense and is helpful to you. Please call your designated Account Manager should you need further clarity. Our support and training is always ...

Re: Medical tab 8/28/2017 8:40:03 AM   (Total replies: 0)
Hi nursenelson, That is a great question! When you open the Medical Tab, you (and DR) will see that the patients birth-date, LMP and due-date which do pull directly from the pregnancy test. Our new Medical History form is comprised of the medical questions from the previous pregnancy test form, along with some additional ones. Should the DR. wish to see the "social" questions off of the PG. test, he can simply click into the clients file and view it. I hope that explanation is helpful! ...

Re: Data encryption 8/8/2017 3:59:14 PM   (Total replies: 1)
Hi Jaye! I am your designated Account Manager. I am going to email you over a copy of our Centerpiece Security document which details data encryption and all of the many stringent security measures that eKyros uses to protect your ePHI. It is great to hear from you! Dolores Crawford/Account Manager

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