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11-28-2006 12:05 PM
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Boots has contributed to 14 out of 7,768 total posts (0.18% of total).
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Most Recent Posts:
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several suggestions
11/6/2008 1:29:56 PM
(Total replies: 1)
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| I would like to offer some suggestions to improve some features of ekyros. As we use it, we discover we love it more, and we also seem to always find ways of wanting it to do more! :0)1. I like that the clients in the appointment book are connected to their case files, but it would also be helpful if they didn't REQUIRE being connected to a case file. FOr instance, I would like to enter an appointment for a client who calls in, but only complete the case information when she shows up. We ... |
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Appointment book
8/13/2008 11:07:31 AM
(Total replies: 1)
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| When I open the appointment book, it does not open automatically to today's date, but rather to the last date that had been entered or checked. This has caused us moments of confusion when we initially think we are looking at today, but then realize it's not. Is there a setting that determines this? If so, where do I find it? If not, could you consider this for the future -- to have the appointment book automatically open to today's date with the daily format. Thanks! |
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search by first name alone
6/24/2008 11:22:11 AM
(Total replies: 2)
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| Hi, We've been thinking it would be good to have the ability to search the files for clients by first name only. There are many times when we can think of a client's first name, but not her last, and then have to go through the whole client list to find her.
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Re: search by first name alone
6/24/2008 11:53:36 AM
(Total replies: 1)
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| Thanks, we didn't know that! (or didn't remember!) It works just fine. We appreciate the quick response. |
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Re: abortion calls and total abortion vulnerable contacts
3/10/2008 12:45:12 PM
(Total replies: 1)
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| This is exactly the question I was going to post. When I was filling out the recent Focus on the Family survey of PRCs, I realized that the statistic on positive tests and abortion-minded clients was only a small portion of those with whom we had actually had conversations and shared information about abortion. I came to eKyros to dig around and see if there was something else I could be doing to track those phone calls you mentioned.
The appointment book suggestion may help with a few, ... |
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"program" feature
1/11/2008 12:22:22 PM
(Total replies: 1)
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| I've been using CenterPiece long enough now to know the basics, but as I'm trying to find out specific statistics, I'm seeing that there is still more to learn! I know that at some point I saw a place to designate the "program" a client was associated with. At the time, I didn't know how I would use that, so I have been ignoring it. Now I have an idea for using it to help me sort clients served under our grant program, and I can't figure out where I saw it. Can you help? Or am I making ... |
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Re: "program" feature
1/14/2008 11:59:03 AM
(Total replies: 1)
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| Ok, I found what you were talking about, but I don't think it will work for me to do what I wanted.
What I'm looking for is a way to designate clients served under a specific grant, so that I can easily find statistics on just that group. Do you have any suggestions? Would "Category" help me do that? (I haven't really used that feature at this point either.) Or is there another way? |
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Recording Baby Bucks earned
7/31/2007 3:45:36 PM
(Total replies: 1)
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| Our center awards baby bucks to clients (Through our Earn While You Learn program) for some things they do outside our center, i.e. prenatal visits, WIC visits, Early Childhood classes, etc. We would like to keep track of these contacts to demonstrate the networking we do with other agencies. I could do this on a spread sheet, but would rather have it connected to the client data in CenterPiece. Can you think of a way to do this? Is there a current feature that would work to keep track of ... |
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print list of individual education
7/10/2007 11:12:14 AM
(Total replies: 1)
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| I have a client who needs a list of all the individual education topics he has studied. Each of the appointments has included an individual education form. When I run a file summary report, showing activity, only the initial visit and two concepts shared show up.
I printed his "activity" list directly, which shows two full pages of appointments/ind. education. However, it does not list the non-curriculum videos or literature that were documented.
Can you tell me if there is a way to ... |
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marital status, check all that apply
3/12/2007 3:40:35 PM
(Total replies: 0)
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| On our intake sheet we have added "Check all that apply" to our marital status section. It would be very nice if Centerpiece could do this as well. This is very helpful in getting more complete information. For instance, a client who must choose one option might check only "single", but it tells us a lot more if she checks "single, divorced, and living together"
I don't know if it is possible to do this or not, and how it would affect the statistical reports. Just a thought. |
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