Viewing User Profile for: abuckner
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Joined: 03-20-2017 08:20 AM
Last Login: 02-05-2021 11:47 AM
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 Post Statistics
abuckner has contributed to 31 out of 7,582 total posts (0.41% of total).
Most Recent Posts:
File Number in Text Message 2/4/2021 9:30:28 AM   (Total replies: 1)
We are navigating the Mobile Intake forms rather well over the past several months. However, we have a need to send the clients their file numbers ahead of time. Is there a way for us to do this through merge fields? This would be very helpful. Thanks.

Re: File Number in Text Message 2/5/2021 12:00:45 PM   (Total replies: 0)
Thank you for bringing this to our attention. We thought that because it was a generated number not associated with an identifier that it was acceptable. In order to have complete records, we really need the ability to add custom questions and forms to the mobile intake process. Or we need the following questions part of the intake process/added to the client's case: *Fillable Record Release documentation for clients to assign people whom they want to have access to their files *children ...

Case Visits 1/26/2021 9:57:26 AM   (Total replies: 1)
Good Morning! We are finding that we are performing multiple services on the same day for clients (pregnancy testing, ultrasounds, STI testing, etc.). Currently, that only indicates one case visit - even if they leave the facility and return later. I know that currently we cannot add more than one case visit to a day. Is this possible to change? Thanks, Amanda

Re: clients unable to sign mobile intake forms 1/26/2021 9:50:54 AM   (Total replies: 0)
We have had multiple issues with the apostrophe character. I didn't know that the characters on iPhone were different. We use a work around on iPhones by highlighting the name below the signature line, copying and pasting it. This resolves most of the issues but sometimes we have to start all over and remove the apostrophe until after the mobile intake has been completed.

Relationships in a Client File 8/5/2020 8:21:14 AM   (Total replies: 1)
We are now taking the FOB's information and entering into Ekyros. We link the files using the "relationships" tab. I've noticed that there is no way to "edit" the relationship - you have to delete it and then add it again. Can this be changed to allow an edit? Sometimes the relationship changes or we entered it in wrong. Thanks, Amanda

Prenatal Care Report 4/14/2020 11:05:49 AM   (Total replies: 2)
I am looking to run a statistic or report that shows how many of our clients are receiving prenatal care. I know we enter on the health form. Please help! Thanks

Re: Prenatal Care Report 5/4/2020 10:47:35 AM   (Total replies: 0)
Great! Thank you!

File Summary Report - PDF 5/4/2020 10:51:31 AM   (Total replies: 0)
I noticed that on the File Summary Report, there is not an export option for pdf - only webpage, word, and excel. I really need this in a pdf - is it possible to add that option to the drop down list? Thanks, Amanda

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

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