 aholmes
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| Joined: 08 Oct 2015 |
| Total Posts: 1 |
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Client Intentions Last Contact
Posted: 08 Oct 2015 02:53 PM |
| I looked under the Help tab but could not find what I was looking for. I am curious as to where the client intentions last contact can be found and how to edit that. I did not know if this was something we added or was automatically done for us. I am trying to make sure we have everything correct in our system. Thank you for all of your help. |
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Re: Client Intentions Last Contact
Posted: 08 Oct 2015 06:17 PM |
Hello aholmes,
That is a great question! Thank you for posting and also having such great diligence in working to be certain that your data is in pristine condition. WONDERFUL!
I have listed the stages of the At-Risk timeline below as well as the form from which this information is gathered. Please note that the clients last intentions are pulled from the LAST CONTACT that you had with the client. For example, if your client only came in for a Pregnancy test and was determined to be at risk at that point and that was the last contact you had with her, that would be FINAL.
Stage 1-- gathered from the Case Form-- tracks INITIAL (before services are provided) at risk assessment and client's stated intentions
Stage 2-- gathered from the Pregnancy Test Form-- tracks AFTER SUPPORT (after pregnancy test has been provided and services shared) at risk assessment (staff/volunteer) and client's stated intentions
Stage 3-- gathered from the Sonogram Form-- tracks AFTER SONOGRAM at risk assessment and client's stated intentions
Stage 4-- gathered IF the client's assessment/stated intentions have CHANGED since the last recorded stage, at risk assessment and stated intentions
As an Account Manager here at eKyros, it is my pleasure to spend time with you at your convenience, to demonstrate these steps out via live web meeting. As you mentioned, we do also have the Help tab in Centerpiece where we not only have extensive training videos but additionally a great search bar for viewing your desired topic in the user guides. We are honored to be a partner with you in this ministry and consider it a privilege to serve. You will find my contact information below if I can be of any assistance.
Thank you again for all you do for LIFE!
Dolores Crawford | Account Manager | 469-293-3079 EXT 108
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