| 1. | Re: Attributing Baby Bottle Campaign Cash
Posted by maggiep on 2/20/2024 8:11:29 AM
Hi Jonks. Thank you for reaching out. We recommend setting up Baby Bottle Campaigns events using Group Captains. Groups/Group Captains are usually the churches that receive baby bottles. Doing this, allows you to post donations to an Anonymous donor but give credit to the church it came from.
We also have some nice reports that you can run when trying to find how much each church has raised. Please feel free to contact your Account Manager for more information about this or you can ... |
| 2. | Re: Classes
Posted by maggiep on 7/21/2023 8:23:57 AM
Hi RSchuurman. Thank you for reaching out. There isn't a way to mark a Group Class as canceled or postponed but you can Close the class. It will be flagged with a red flag "Closed" when someone opens it when marked as closed. As for adding an extra week, you just go and edit the Class and add another week to the class. You just would skip editing attendance to the week you didn't have the class.
Blessings,
Maggie Patton - eKyros ... |
| 3. | Re: Files with no cases
Posted by maggiep on 6/28/2023 8:57:30 AM
Hi BekahNPRC. Thank you for reaching out to us. We do not have a report that pulls client files with no cases assigned to their file. But you can run an Appointment Statistics report by Status and drill down on the Not Checked In, No Shows and Cancels to view the client files. I would then sort by the File Id to group all the same file IDs together. Then you will need to drill down on each one to see if they have a case. This is the only way I can think of for you to identify clients that ... |
| 4. | Re: Files with no cases
Posted by maggiep on 6/28/2023 10:01:45 AM
Hi BekahNPRC. From a HIPAA standpoint, a client's or potential client's contact information is not PHI unless:
Names, addresses and phone numbers are NOT considered PHI, unless that information is listed with a medical condition, health care provision, payment data or something that states that they were seen at a particular clinic.
I think you are fine to delete the client files with no cases so long as there are no notes or any information considered as PHI in the ... |
| 5. | Re: Client Births Report
Posted by maggiep on 4/6/2023 2:28:13 PM
Hi melguz! Thank you for reaching out to us. The Client Birth Reports should work if you are 1)entering an outcome for the client and 2) adding a Children form and tying it to the case. If you are not running the report for Certain Birth Date Ranges, the report will pull all clients into report that have an outcome whether there is a children form or not. Hope this helps explain. I don't have another report that would pull your PT clients and the names of the children.
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| 6. | Re: Client Births Report
Posted by maggiep on 4/10/2023 12:07:46 PM
Hello melguz. Thank you for reaching out. Unfortunately, we do not have any work around to get this information from a report. The Client Births Report is intended to track outcomes of a pregnancy and tie the child to the case. Because you are tying children already born to a client to a case it makes this report not able to pull the data the way it was intended.
You could try to pull a Client Case Statistic report by Time of Date of Outcome Recorded and Demographic of Outcome to ... |
| 7. | Re: Client Births Report
Posted by maggiep on 4/10/2023 2:08:14 PM
Hi melguz. You are so welcome! |
| 8. | Re: Logged into old database?
Posted by maggiep on 3/29/2023 10:21:21 AM
Hello jvanture. Thank you for reaching out. The only thing that comes to mind to explain your scenario that happened with the user account prior to you changing the user's password is that their computer for some reason was not refreshing the page. Changing the password may have forced a refresh since they were logging in differently but is not the reason they were able to see the correct numbers. Sounds like the browser may have been caching an older version of the page with the ... |
| 9. | Re: Group Captains in Events
Posted by maggiep on 10/25/2022 12:33:40 PM
Hi Jaye! Thanks for writing into the Forums. I have called and left a message for you. I will circle back around and call you by end of the day. You are more than welcome to call me if you get a chance.
Maggie Patton - eKyros Account Manager
469-293-3079 x 109 |
| 10. | Re: Changing a case number
Posted by maggiep on 3/29/2022 2:11:43 PM
Hello, melguz! Thank you for reaching out. When merging files, you need to make sure that you use the file that was created last (larger file id) as the Source file (file to be deleted) and the oldest file id as the Destination file (file to be saved). Doing this will merge the activity forms (cases) in sequential order.
I would be happy to help you get your file back in order. Please reach out to me at your convenience to get help with this. You can contact me at ... |
| 11. | Re: Changing a case number
Posted by maggiep on 3/30/2022 9:41:01 AM
I got you. Look forward to your call.
Blessings,
Maggie Patton |
| 12. | Re: Clients per Advocate
Posted by maggiep on 2/2/2022 2:11:36 PM
Hello, BekahNPRC! Thank you for reaching out! Another option could run an Activity Statistic Report by Staff/Volunteer and run report by a specific Month. The report would give you the total of activity forms a staff/volunteer would be tied to. You then would need to export to Excel and deduplicate by the File ID to get a unique count of clients seen by staff/volunteer. Please reach out to your Account Manager if you need additional help. I have added the steps to take to deduplicate in ... |
| 13. | Re: Clients per Advocate
Posted by maggiep on 2/8/2022 9:48:12 AM
That's great to hear BekaNPRC! Thank you for letting us know. Have a great day! |
| 14. | Re: Adding Resources
Posted by maggiep on 10/23/2018 2:31:54 PM
Hi, joneskl! Thank you for reaching out to us. You are correct we have specific roles based on the functions of your staff. It sounds, like perhaps, adding appointment resources without approval from staff, would be an internal training issue. However, we would love to discuss the different roles and functions with you to perhaps enhance your user experience in the software. We recommend you contact your account manager for further discussion and training. Thank you again for ... |