Viewing User Profile for: abuckner
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Joined: 03-20-2017 08:20 AM
Last Login: 01-03-2020 11:07 AM
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 Post Statistics
abuckner has contributed to 23 out of 7,509 total posts (0.31% of total).
Most Recent Posts:
Issue with Excel Download 1/3/2020 10:20:13 AM   (Total replies: 1)
I'm having an issue with the excel download from the Statics side of things. After I download, when I go to open in Excel, it first says "The file format and extension of ‘Appointment Statistics.XLS’ don’t match. The file could be corrupted or unsafe. Unless you trust its source, don’t open it. Do you want to open it anyway?" It's always said this, so I select "Yes". Then, this notice comes up "The file is corrupt and cannot be opened. " and closes. So, then I try to download using ...

Re: Issue with Excel Download 1/3/2020 11:09:25 AM   (Total replies: 1)
Thank you for getting back to me. I'm still having issues - I've cleared, restarted, etc. It's only from the Client Management - Statistics and with excel that I'm having this issue. I called the main number but it said to leave a voicemail. Please let me know how to proceed. Thanks, Amanda

Mobile Intake Needs 12/31/2019 12:19:38 PM   (Total replies: 1)
Hello! We are just getting started with Mobile Intake and have a few needs. We ask for alot of information from our clients - and they don't mind giving it. Couple of needs to round out our intake process: 1) We ask for the Client's children - this helps us close cases of previous clients and gives us a picture of the client's needs. There is no place in the current mobile forms to gather this. We would either have to create a separate paper form or try to answer it during a session, ...

Re: Mobile Intake Needs 1/3/2020 10:12:43 AM   (Total replies: 0)
Thank you! I have notified our account manager.

Appointment Contact Information Not Updating 5/6/2019 9:38:19 AM   (Total replies: 1)
We are noticing a problem in the Scheduler appointments - we make an appointment, link it to a client file, save it. Later, we update the client's file, with phone number, method of contact, etc. However, the appointment does not update to include the client's phone number and if they accept text messaging. This has created a problem with the reminder texts and the staff phone calls to clients. Is there something we can do to remedy this? I don't recall this being a problem before. ...

Re: Appointment Contact Information Not Updating 5/6/2019 1:10:34 PM   (Total replies: 1)
Thank you, Ashleigh! This is really unfortunate. We are a busy center and are not able to update each appointment multiple times. Additionally, not all of our logins have access to the client file data. Has is always been this way? We just started noticing this issue last week and this week which seems very odd to me. I humbly request that the communication line between the appointment and the client file be regular so that the most current information is listed in the appointment ...

Re: Adding Resources 11/30/2018 1:07:01 PM   (Total replies: 1)
We have also have similar issues with appointments being added, deleted, etc. We did implement more training, but the it's still possible for people to make changes and because we can't track exactly who did what at what time on the appointments (in the properties section), we aren't able to narrow down who is doing these things. It would be very nice to limit who can create appointment times in the resources section.

Partner Information Report 11/27/2018 9:51:45 AM   (Total replies: 1)
I'm interested in pulling information from the Partner Information section of the Case Form and am not finding a report or statistic to do this. Is there one available? Thanks!

Re: Partner Information Report 11/27/2018 12:04:00 PM   (Total replies: 1)
Thank you! Is there any way to request a custom report?

Re: Partner Information Report 11/28/2018 12:11:48 PM   (Total replies: 1)
Thank you! I'm not sure who our designated person is: From Texas

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