| 1. | Re: New Case?
Posted by andrea on 3/14/2007 2:38:42 PM
If the same client comes in for parenting classes after having come in for a pregnancy test, is it a new Case number or just a new case visit? |
| 2. | Changing user ids
Posted by Andrea on 2/9/2007 6:41:22 PM
I would like to change the id name for one of my user accounts. how can I do that?
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| 3. | Resource Tab Scheduling Conflicts
Posted by Andrea on 3/26/2009 2:46:45 PM
I recently got an appt which I scheduled in the appt book and used the resource room tab as well. The client called back 10 minutes later to change her appt time. I went to change the appt but the resource room told me there was a conflict and I had the wrong date in. So I checked all the dates I entered in both the reg. appt screen and the resource room screen changed all of them and tried to save the appt to the next time and date. It gave me the same error again.
One ... |
| 4. | running statistical reports
Posted by Andrea on 9/8/2008 11:24:05 AM
Is there a way to run a report that will list all the clients except pregnancy tests?
We ran a pregnancy test statistical report to audit those files and now want to run an audit on all those client who did not come in for pregnancy tests.
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| 5. | ID numbers
Posted by Andrea on 2/6/2007 5:06:52 PM
I just started using ekyros. Today I've entered 3 donors. No other donors/clients/staff or records of any type have been entered as far as I can discern. However, the id number started w/ 2 went to 3 and then skipped to five. Can I do a search to figure out if I entered someone I do not recall entering? Or how do I figure out why the id # skipped to 5 if I've only entered three people into the computer? |
| 6. | Re: ID numbers
Posted by Andrea on 2/6/2007 5:55:06 PM
Thanks, for clarifying on the numbering.
Since I just started entering data into Ekyros today I'm positive that I have only entered 3 donors and no clients/staff etc I cannot find a way to search the database to figure out if I've entered someone as # 4.Is there a way to do this?(I'm also the only one who has access to the database).
The only possibility I can think of is when I entered one of my donors, in the field for what church the donor attended I created ... |
| 7. | Re: ID numbers
Posted by Andrea on 2/7/2007 9:55:13 AM
Yes it did! Thank you.
The system recorded the church I put in. I had recorded the church in under a donor's name so I did not realize it had catagorized it as its own file.
thanks |
| 8. | Re: ID numbers
Posted by Andrea on 2/8/2007 6:31:19 PM
If a donor or client is "removed/deleted" does the deleted file still count against our 2500 file cap?
I know that number cannot be reused but if their information etc is purged then will they count against us for the total files/id's we are allowed to use (in other words putting us into the next price range?) |
| 9. | double volunteers/donors
Posted by andrea on 3/19/2007 1:57:34 PM
I have a volunteer who donates to the center but is also a volunteer. Does she have to be entered as both a volunteer and a donor? Or can I somehow link it?
Andrea |
| 10. | Baby Bottle Campaign
Posted by andrea on 7/23/2007 2:35:47 PM
This is our first year using Ekyros and I am trying to figure out how to best post the baby bottle campaign donations from churches/individuals.
I read all the online postings about the BBC but am still unsure best how to record that information. Should I make a BBC event? Or should I just record the donation in each church/Individuals file as bbc?
I need to be able to see how much each church has donated so I can report this information back to them. Is ... |
| 11. | Pregnancy Test Outcomes
Posted by andrea on 7/10/2007 6:13:48 PM
I'm having trouble linking test outcomes to the reports or statistics in ekyros. I'm not quite sure what I am missing but whenever I go to pull up the stats on pregnancy test outcomes nothing shows up for births.
I thought at first we had not gone back and entered in the date of outcome but I checked and at least for one client we had entered all of the baby's information after the birth.
How do I make sure that pregnancy test outcomes show up?
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| 12. | Report Graphs
Posted by andrea on 6/22/2007 2:29:45 PM
When I export reports from ekyros with the graphs on the report the pictures are only visible until I save them. Once I save the exported client management report you can no longer view the graphs when you open the Microsoft Office document.
Am I doing something wrong? How can I save the Microsoft office version of the report and not lose the graphs? |
| 13. | Re: Report Graphs
Posted by andrea on 6/25/2007 4:41:11 PM
Sarah,
I sincerely appreciate your figuring out how I can keep the graphs. However, we have microsoft office 2007 and I can't seem to figure out the corresponsding link in 07 microsoft version that is in 2003 microsoft version.
Namely the edit button does not appear in 07 version as it does in the 03 version. Any ideas you have would be helpful. I believe your suggesstion would fix the problem, at times I'm just a bit technologically ... |
| 14. | Re: Walk Event Tracking
Posted by andrea on 5/18/2007 3:31:34 PM
I'm still have not figured out how to search by a WALKER's name instead of their number. Is there a way to type in "Jane DOE" and have it pop up? Or do you HAVE to type in the WALKER's number I.e "Walker 2".
It would make it easier when looking up walkers to be able to search by name instead of by walker number. |
| 15. | Walk Event Tracking
Posted by andrea on 4/10/2007 9:57:23 AM
Our center has never used the event tracking system for a WALK.
I was told how to use the events page for that but ran into a couple questions
1. I know you enter "walker 1" under Group and walker's name from the database "Jane Doe" for Group Captain. However when you are trying to match sponsors and walkers (under the sponsors tab) from the data base it looks like the only way to search for a Walker is by their number (walker 1, walker 2 etc) ... |
| 16. | Pledges vs. Donations Recieved
Posted by andrea on 5/18/2007 3:50:09 PM
For our WALK for Life I wanted to know if money recieved needs to be entered in as a pledge and as recieved or if it can simply be entered in as recieved.
For example those sponsors who pay the WALKER ahead of time can they simply be entered in as recieved or do we first have to enter a pledge in for them and then turn right around and enter that they've paid?
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| 17. | Sorting mailings by zip code
Posted by andrea on 5/18/2007 8:50:45 AM
I was wondering if there is a way to sort donors by zip code? We are trying to do mass mailings and we need to sort zip codes by numerical order.
I cannot figure out how to do that in the donor statistics or reports section. |
| 18. | Client ID number
Posted by andrea on 5/8/2007 3:38:02 PM
Is there a way to show the client ID number in the appointment log?
We keep a hard copy of client files with number of points a client has earned in the Incentive Program (aka Mommy & Me Program) etc.
It would be nice to be able to know what the client's ID number is when looking at the appointment log in order to pull the hard copy of their file.
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| 19. | Entering Multiple Items Recieved in Closet/Boutiques
Posted by andrea on 4/30/2007 5:12:39 PM
My Manager for the Closet/Boutique (material needs for clients) is having trouble figureing how to show that a client recieved multiple items on the same day.
i.e Jane Doe recieved a crib, blankets and 3 bottles on April 30th 2007. Can all of those items be selected and shown as recieved on the same day and same form or would 3 seperate forms have to be used?
Also when we entered in one item of information in the Closet/Boutique form the information regarding needs ... |
| 20. | Re: tracking benefit
Posted by andrea on 4/10/2007 9:45:14 AM
I was wondering where the integration with Quickbooks software is?
I know you have a lot going on and I appreciate all you are doing to keep ekyros up!
Andrea |
| 21. | pulling client who speak different languages
Posted by andrea on 3/29/2007 9:17:18 AM
One of my spanish speaking vol is tyring to send a letter out to all of our spanish speaking clients to let them know she will be gone on vacation for a time and when she will be back.
Is there a way to pull up our spanish speaking only clients with their address information and print labels for them?
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| 22. | user accounts
Posted by andrea on 3/29/2007 10:15:42 AM
I assigned a user account to one of my staff members (client services) but I've now seen that I need to change it to be a general account that my trained counselors can all use.
How do I change the name of the person the account is assigned to and the email address?
i.e from my staff member's name "Lori Taylor" (not a real name) to
volunteer counselor and from
lori's general email address to our general email address for the ... |
| 23. | Re: importing files
Posted by andrea on 3/21/2007 3:42:56 PM
How much is the fee? I only have about 34 churches that I need entered but it is still fairly time consuming!
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| 24. | importing files
Posted by andrea on 3/17/2007 11:53:40 AM
Is there a way to import church information from an excel file into Ekyros? Or can ekyros only export to excel?
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| 25. | follow up
Posted by andrea on 3/15/2007 4:31:13 PM
Is there a way to remind myself to follow up with someone other than a client or donor? Or is follow up on ekyros only for donors and clients?
If so is there a way in the future that the administrator could use ekyros as an appt or follow up calandar? I'm trying to eliminate having to go to different places! Thanks.
Andrea |