| 1. | Case Visit Primary Reason - Disabled Options are Visible
Posted by abuckner on 4/24/2017 10:27:14 AM
I am having an issue with our Case Visit form. When we got to select the primary reason for this visit, all of the options, including those that have been disabled, are able to be selected. I've reviewed the list to ensure that the options are correctly enabled and disabled, but they still are able to be chosen.
Any suggestions?
Thanks, |
| 2. | Re: Case Visit Primary Reason - Disabled Options are Visible
Posted by abuckner on 4/24/2017 11:01:45 AM
Thank you, Ashleigh! This is what is happening.
Thank you |
| 3. | File Number in Text Message
Posted by abuckner on 2/4/2021 9:30:28 AM
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. |
| 4. | Re: File Number in Text Message
Posted by abuckner on 2/5/2021 12:00:45 PM
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 ... |
| 5. | Case Visits
Posted by abuckner on 1/26/2021 9:57:26 AM
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 |
| 6. | Re: clients unable to sign mobile intake forms
Posted by abuckner on 1/26/2021 9:50:54 AM
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. |
| 7. | Relationships in a Client File
Posted by abuckner on 8/5/2020 8:21:14 AM
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 |
| 8. | Prenatal Care Report
Posted by abuckner on 4/14/2020 11:05:49 AM
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 |
| 9. | Re: Prenatal Care Report
Posted by abuckner on 5/4/2020 10:47:35 AM
Great! Thank you! |
| 10. | File Summary Report - PDF
Posted by abuckner on 5/4/2020 10:51:31 AM
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 |
| 11. | Issue with Excel Download
Posted by abuckner on 1/3/2020 10:20:13 AM
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 ... |
| 12. | Re: Issue with Excel Download
Posted by abuckner on 1/3/2020 11:09:25 AM
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 |
| 13. | Mobile Intake Needs
Posted by abuckner on 12/31/2019 12:19:38 PM
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 ... |
| 14. | Re: Mobile Intake Needs
Posted by abuckner on 1/3/2020 10:12:43 AM
Thank you!
I have notified our account manager.
|
| 15. | Appointment Contact Information Not Updating
Posted by abuckner on 5/6/2019 9:38:19 AM
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 ... |
| 16. | Re: Appointment Contact Information Not Updating
Posted by abuckner on 5/6/2019 1:10:34 PM
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 ... |
| 17. | Re: Adding Resources
Posted by abuckner on 11/30/2018 1:07:01 PM
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. |
| 18. | Partner Information Report
Posted by abuckner on 11/27/2018 9:51:45 AM
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! |
| 19. | Re: Partner Information Report
Posted by abuckner on 11/27/2018 12:04:00 PM
Thank you!
Is there any way to request a custom report? |
| 20. | Re: Partner Information Report
Posted by abuckner on 11/28/2018 12:11:48 PM
Thank you! I'm not sure who our designated person is:
From Texas |
| 21. | Several Feature Requests/Suggestions
Posted by abuckner on 8/21/2018 8:53:13 AM
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 ... |
| 22. | Missing Resource
Posted by abuckner on 2/8/2018 2:44:04 PM
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.
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| 23. | Emailing Clients
Posted by abuckner on 1/15/2018 11:05:54 AM
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 |
| 24. | Health History Report
Posted by abuckner on 1/29/2018 5:04:40 PM
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 |
| 25. | Client Files with No Cases
Posted by abuckner on 1/15/2018 10:59:01 AM
Is there a report that will show me which client files have no cases listed? We have several files that are empty and probably need to be removed from our system, but I'm not sure the easiest way to do this.
Thanks,
Amanda |