| 1. | Pledge Statements just for Recent Event
Posted by adcantrell on 10/8/2024 2:16:00 PM
Is there a way to pull Pledge Statements from a recent event to send out as a reminder / thank you to our supporters for making a pledge.
We enter all of our banquet donations over the years as one event not a new event each year so I am not able to filter them by year. We don't cancel pledges until they end their giving, so we have pledges that have been running for several years. I would like to pull a statement for all of our new pledges so they will have something for ... |
| 2. | Re: Pledge Statements just for Recent Event
Posted by adcantrell on 10/9/2024 2:57:39 PM
Thanks Ashleigh,
I always appreciate the help and support that you give us! We can look into setting up a separated event for future events. At this point we have already had the event, entered all of our donations and pledges and now ready to send out reminders about the pledges.
Can you submit it as a possible update where pledges can be pulled or downloaded from the batch or based on set up date? Similar to a first time donor list. A new pledge list or something ... |
| 3. | Re: iPhone App
Posted by adcantrell on 10/5/2020 3:57:31 PM
This is the only tread that I saw about an app for phones and other devices. Let me know if there is another one that I can follow or that answers my question.
Our medial director just asked if there was an app so he could quickly log on to review and sign off on the ultrasound scans and reports. I could not remember hearing about one so I checked the apple store and could not find one. Is this something that you are considering?
I have logged on with my ... |
| 4. | Re: Addition to who accompanied client to visit
Posted by adcantrell on 3/23/2023 3:35:24 PM
Ok, thanks!
It may be a stat we would eventually like to pull to see what type of relative or friend normally accompanies the client. |
| 5. | Addition to who accompanied client to visit
Posted by adcantrell on 4/6/2015 11:49:10 AM
I love that we can now track who came with client to her visit. Thank you for adding this feature. Any chance you could add "child" to the list? I know you have an option for other, but many of our moms bring their children and it would be nice to track that specifically.
Thanks for always doing so much to make our jobs of ministering and tracking so much easier! |
| 6. | Re: Addition to who accompanied client to visit
Posted by adcantrell on 4/6/2015 12:44:23 PM
Thank you all for your quick responses. That make sense that Care Net is looking for the supporting / influencing person who attends visits with them.
I don't think we will need to track this, it would just be interesting to know how many of our clients bring their children with them.
Thank you again for your responses and eagerness to meet our needs! So thankful to have you a part of our team -- you are a part of making a difference for LIFE! |
| 7. | Re: Addition to who accompanied client to visit
Posted by adcantrell on 3/16/2023 5:04:35 PM
I was searching for a thread that fit my question and one of my old threads popped up... it is a similar question, so figured it would just rely here.
Care Net asks for who accompanied the client to the visit, but we don't see it in the Care Net Report and could not find a report or statistic that had that info. We may have missed something somewhere, but if not there will probably be others asking the same question.
As always, we truly appreciate all ... |
| 8. | Question about Who Accompanied Client to center for Care Net Report
Posted by adcantrell on 3/20/2023 2:02:49 PM
I don't see the question on the Ekyros Report for the Care Net Report regarding who accompanied the client at the center visit. We also could not figure out how to pull those numbers in the reports or stats.
Thanks,
Angie Cantrell
St. Clair Sav-A-Life
Springville, AL |
| 9. | Issue with Individual Education Form Saving
Posted by adcantrell on 12/14/2021 12:10:17 PM
I am having an issue with the Individual Education Form saving. It will open and I can enter the info, but when I click Save and Close nothing happens. I can close the form, but it is not saved even if I have clicked on Save.
Thanks! |
| 10. | Re: Issue with Individual Education Form Saving
Posted by adcantrell on 12/14/2021 1:54:19 PM
I reset my modem and restarted my router and computer and that seemed to be the problem. Thanks for your help with this. |
| 11. | Re: Tracking Client Exit Evaluations
Posted by adcantrell on 10/5/2020 3:45:24 PM
This was the only thread that I saw on exit evaluations, so I thought I would just stay with this tread. Thought it was funny that it is my thread from 5 years ago!! LOL
This seems very minor, but thought I would ask. When I pull up the exit evaluations it shows me the oldest entries first. I know that I can click on date to sort them by date or I could just go to the last page to see the most current. But would it be possible to make it automatically set to show the most ... |
| 12. | Re: Tracking Client Exit Evaluations
Posted by adcantrell on 10/5/2020 3:59:07 PM
Thanks! As always, I appreciate your quick response and for listening to our suggestions!
Have a Great Day!
Angie Cantrell |
| 13. | Tracking Client Exit Evaluations
Posted by adcantrell on 2/18/2015 3:41:36 PM
Care Net is asking us to track our Client Exit Evaluations. Is this something that you can add somewhere in the client file? It looks like they just want an over all experience not specific details about the their visit.
We currently keep a file where we copy their evaluations so it is not too difficult to go back and count them. After the client has filled them out we put client file #, volunteer name and date on them before making the copy. The original stays in their file ... |
| 14. | Re: Tracking Client Exit Evaluations
Posted by adcantrell on 2/19/2015 3:47:33 PM
Thanks Ashleigh,
I had forgot that you released a new update with that option! Thanks! It is very easy to use. I love that it will put it in my Care Net Report so I don't have to count by hand.
I have a few recommendations for making it even better --
- Allow a search for client by file number
- Show Survey Form in client file - on activity page or somewhere
- Have a place to enter it from the client file
As always, you all ... |
| 15. | Mobile Intake - Printing Client Forms
Posted by adcantrell on 7/24/2019 4:42:46 PM
Still trying to figure out this new mobile intake process. We still use a paper file so you can see their info even if you can't quickly pull up their online file.
I had a client fill out the mobile intake and return her forms. I wanted to print them for the pregnancy decision coach to use in the counseling room. I saw where you could save and print, but it did not show it as if she had just filled out the forms. I tried to open the forms to print, but it only showed it as ... |
| 16. | Re: Mobile Intake - Printing Client Forms
Posted by adcantrell on 7/25/2019 10:36:34 AM
Thank you both for your responses.If there is a way to make it possible to print the forms off, that would be great for those of us who are not yet ready to go paperless, but want to incorporate the mobile options.
I tried to use the mobile intake on our Ipad to review the questions with the client to fill in any missed questions, but the screen was cut off and I could not see the full screen. I could see everything on the computer screen, but not on the ipad. I suppose we ... |
| 17. | Re: Mobile Intake - Printing Client Forms
Posted by adcantrell on 7/25/2019 12:56:03 PM
No, I was using safari and went in that way using the qr code. That may have been the problem. I think I also went out from there and logged in ekyros to see her file. |
| 18. | Mobile Intake on Site
Posted by adcantrell on 7/15/2019 7:31:35 PM
I am trying to figure out the mobile intake and have watched the videos. I see how we can send the forms to them to fill out and submit back. We do not subscribe to the SMS text reminders at this point. For the client to enter the intake forms using our tablet in the waiting area, it looks like we will need to fill out the request, but then scan the qr code with our tablet to open the forms for them to fill out. Is this correct? Any issues with doing it this way? |
| 19. | Re: Mobile Intake on Site
Posted by adcantrell on 7/16/2019 1:05:24 PM
Thank you for the clarification as we are trying to incorporate this at our center. I would like to give them our tablet since it would be a larger device for reading and i think it would feel more professional than asking them for their phone. I will read more about the kiosk mode and security with our device. Thanks so much! You guys are always so quick to respond and through with your answers to our questions. Looking forward to using the mobile check in to save time for our volunteers with ... |
| 20. | Re: Mobile Intake on Site
Posted by adcantrell on 7/16/2019 2:53:35 PM
Thanks to the user guide, I was able to figure out how to download the Kiosk Mode app as well as set the mobile intake app and use it in the kiosk mode.
I have had some issues with the access codes not wanting to work (it is most likely user error). It would be nice if there was a way to use the qr code on the mobile intake since it is easier to use and you can avoid most user error issues.. LOL.
Is there a limit on the number of times you can enter the code ... |
| 21. | Re: Mobile Intake on Site
Posted by adcantrell on 7/16/2019 5:13:46 PM
Thanks for explaining how that works! |
| 22. | Finding stat on total individual clients served
Posted by adcantrell on 6/14/2018 2:41:07 PM
I am trying to find a stat on the total number of individual clients that we have served from July 2017-June 2018. I have tried the monthly client report but the clients duplicate for the next month. I'm not just looking for new clients either - so its not just a matter of new cases or new clients. Just how many individual clients have we served during a specific time.
Right now the best thing I know to do is pull the monthly report and just delete the duplicates, but this ... |
| 23. | Re: Finding stat on total individual clients served
Posted by adcantrell on 6/14/2018 4:14:55 PM
Thanks so much! I thought there was a report like that, but I was looking under statistics and not reports.
Thanks again! |
| 24. | Re: Problem with Online Giving Connector
Posted by adcantrell on 5/31/2018 10:50:55 AM
I was having an issue as well getting the online donations from egiving to download after they updated their site.
I found out that I had to select egivingNCS, but then I could not figure out what username they wanted. When I entered the Partner Code (from egiving) where it asked for the username, it worked. |
| 25. | Re: Problem with Online Giving Connector
Posted by adcantrell on 5/31/2018 10:54:25 AM
Do you recommend deleting the original egiving link under the Online Giving Connector once we set up to the new connection? Will deleting it, delete any info connected to the donations? |