Viewing User Profile for: abuckner
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Joined: 03-20-2017 08:20 AM
Last Login: 07-15-2019 09:15 AM
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 Post Statistics
abuckner has contributed to 19 out of 7,475 total posts (0.25% of total).
Most Recent Posts:
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

Several Feature Requests/Suggestions 8/21/2018 8:53:13 AM   (Total replies: 1)
Thank you so much for always being so open to suggestions and updates! We love being able to voice our opinion on the way the system works for us :) We are working our way to being 100% digital (slowly.. very slowly!), but have noticed a few things that would really help us: 1) Audit log for appointments: the audit log for the client files has been extremely valuable to us and we've come to rely heavily on the ability to track, "undo" and update our files. However, it has become a real ...

Missing Resource 2/8/2018 2:44:04 PM   (Total replies: 1)
This week, something strange happened in our resource list. It appears that one of our resources has been deleted (not disabled, but is missing). None of us remember the "name" of the resource, but its evident that it's missing because all the appointments that would have been in this resource location all of no resource selected. Is there a way for us to look internally for this deletion or perhaps someone is able to assist us in remedying this issue. Thanks, Amanda

Emailing Clients 1/15/2018 11:05:54 AM   (Total replies: 1)
I'm researching the notion of sending surveys to clients who allow us to contact them via email. Which report is best to get this information quickly without an extreme amount of extra information? Thanks! Amanda

Health History Report 1/29/2018 5:04:40 PM   (Total replies: 1)
I'm interested in a report that will pull the data from the Health History form, specifically the question regarding if they've been tested for an STD and if they currently have one of the STD's listed. Do we already have access to this in a report or statistic? Thanks! Amanda

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