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Home  |  iCarol Blog  |  211 and Resource Referral

Information and Referral Day

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Beginning in 2011, when the United States Senate first recognized Information and Referral Services Day, November 16th was designated to raise public awareness and recognize the critical importance of the I&R field.

Every day thousands of people find the help they need quickly, conveniently and free of charge because of Information and Referral (I&R) services. I&R services come in all shapes and sizes, from crisis lines that provide their local community with a core set of human service referrals, to larger scale 2-1-1 centers and statewide 2-1-1 networks providing comprehensive Information and Referral services to entire states or provinces covering many different topics and types of services.

Information and Referral is the art, science and practice of bringing people and services together and is an integral component of the health and human services sector. People in search of critical services such as shelter, financial assistance, food, jobs, or mental health support often do not know where to begin to get help, or they get overwhelmed trying to find what they need. I&R services recognize that when people in need are more easily connected to the services that will help them, thanks to knowledgeable I&R professionals, it reduces frustration and ensures that people reach the proper services quickly and efficiently.

The people who work these lines are consummate professionals who are often times like living, breathing encyclopedias; providing answers to questions ranging from, “Where can I get a free meal for my family” to “There’s a horse running loose in my neighborhood, who do I call?” We at iCarol are really honored to have so many Information and Referral services all across the world use our software to help provide these services to people who reach them via phone, chat, or text.

If you’d like to learn more about what iCarol does to support efficient referral management so you can better connect your clients with resources, check out this page of our website that goes over some of those features. You can also click here to read all of our blogs relevant to I&R and 2-1-1 helplines.

Happy I & R Day, everyone, and kudos on the awesome work you do connecting people with the services they need!

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A Call with President Obama on ACA Open Enrollment

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We’ve been made aware of the following information that will likely be of interest to helplines across the US, and wanted to pass this information along to you:

You are invited to join a conference call on Thursday, October 27th at 4:30 PM ET with President Barack Obama and Department of Health and Human Services (HHS) Secretary Sylvia M. Burwell to discuss the upcoming open enrollment period for the Health Insurance Marketplaces under the Affordable Care Act. We encourage you to circulate this invitation to all of your members, volunteers, and partners who will engage in enrollment efforts during the open enrollment period from November 1st to January 31st.

    Call Details
    Date: Thursday, October 27th
    Time: 4:30 PM ET, please join 5-7 minutes early to avoid connection delays
    RSVP: To receive the dial-in information, click HERE. Once you RSVP, a dial-in, participant code, and individual pin will be provided via e-mail.
    This call is off the record and not for press purposes. We look forward to speaking with you on Thursday. Champion for Coverage | Champion@cms.hhs.gov | Centers for Medicare and Medicaid | 200 Independence Ave. SW | Washington, DC 20201

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North Carolina 2-1-1 weathers the storm, helps those left in Matthew’s wake

NC 211

In the wake of Hurricane Matthew, many states in the southeastern United States faced destructive damage including massive flooding.

Here’s the latest from our friends at 2-1-1 in North Carolina:



    NC 2-1-1 Provides Resources to NC Residents Affected by Hurricane Matthew
    NC residents in all 100 NC counties can dial 2-1-1 from any phone 24/7 for resources

    Raleigh, NC – NC Emergency Management has asked NC residents affected by Hurricane Matthew or those wishing to help with disaster relief to dial 2-1-1 for storm related resources. Residents in all 100 counties can dial 2-1-1 from any phone to reach a trained call specialist who can help them find shelters, and learn about evacuation routes, find help with storm clean-up, locate food, water and ice, learn more about volunteer needs and more. The service is available 24/7 in any language and callers will always be connected to a live call specialist trained to assist during disasters.

    NC 2-1-1 call specialists are in contact with emergency management personnel and have the most up-to-date information on storm related resources, both during the storm and after. Call specialists can provide evacuation and shelter information, help people find food, water and ice distribution points and storm clean-up information and help, and help people find storm related clean-up help. Call specialists also have information about volunteer and donation needs and can provide that information to callers wishing to help those affected by the storm. NC residents should dial 2-1-1 or 888-892-1162.

    In addition to disaster related calls, NC 2-1-1 can help NC citizens find resources for other health and human service needs, such as food, housing, assistance with utilities, job training, information about health care providers, and more year round. All calls are confidential and the service is offered at no cost to North Carolina residents.

    NC 2-1-1 is provided to residents in all 100 North Carolina counties by United Way. The service is free, confidential, and available 24/7/365 in any language.


NC 2-1-1 staff shared with us that amidst the challenges of the situation, their service is standing out and being recognized by leadership throughout the state for their availability and outstanding service to their community. The system has proven itself to be a great tool to help citizens in need, and the people reaching them are feeling comforted, and pleasantly surprised, when they reach a live person.

We received a nice note from them in the aftermath of the storm:

    “iCarol has served us incredibly well and I am so pleased with how easily I can pull the statistics I need. A big thank you to Mary for helping me pull those saved chart templates together Friday afternoon. The leadership at emergency management has been so impressed with the kind of information we can provide to them with just a few key strokes.” – Heather, NC 2-1-1 Statewide Strategy Director

We’re honored to be NC 2-1-1′s choice of software providers and we’re glad that iCarol has been an instrument to help them help people and produce important data for emergency management personnel, while reducing stress on their staff. Our thoughts continue to be with them and with all the people in the southeast US affected by Hurricane Matthew.

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iCarol team at the TAIRS conference

TAIRS

Next week, members of the iCarol team will head to the Texas AIRS (TAIRS) conference in Lubbock, Texas.

You may recall we announced last year that we were chosen to be the software provider for the Texas Information and Referral Network’s 2-1-1 program. Since that time we’ve enjoyed working with the service providers in Texas and remain proud and honored to have been selected by them. When considering the systems using iCarol prior to 2015, then with the addition of Texas last year, followed by several more networks in the year since welcoming Texas, approximately 42% of all 2-1-1 systems in North America now use iCarol.

It’s important to us that we connect with these service providers at events when possible and so we’re excited to be sending our team members Polly and Diana to represent us in Lubbock next week. We’ll be on hand to answer questions, meet and greet members of the Texas area information centers, and take part in sessions and conversations that help us better understand the needs of these centers so we can continue to provide the best service possible.

You can find out more about the conference here or download their mobile app. Be sure to follow us on Twitter to follow along with our activities at the conference.

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iCarol Presents: Using Data Repositories to Build Partnerships and Explore New Revenue Streams

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You invest a lot of time collecting and then maintaining your database of community referrals so that you can connect your clients with the resources that can help them. But did you know that other organizations like hospitals, government agencies, corporations, and others have uses for that data, and are interested in partnering with you to access it?

Join us on Tuesday October 4th at 2pm EST for a webinar presented by iCarol Co-founder and CTO Neil McKechnie, to learn more about iCarol’s vision for creating data repositories that will help you build partnerships, open up new sources of funding, and most important of all, help more people.

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Creating ProgramAtSite records as a Link Only

Resources

Resources that are organized and have a hierarchical structure are going to be much easier to navigate, whether you are a Resource Manager looking to make updates, or an I&R Specialist finding referrals for a client. In iCarol we follow the structure put forth by the Alliance of Information and Referral Systems (AIRS) called Agency, Program, Site structure. You can read more about this structure here.

The most detailed and complex way of organizing your referral database is to include the ProgramAtSite record in your hierarchy. This record connects exactly one Program to exactly one Site. That is to say, at a particular Site location for an Agency, a Program may be offered at that Site. And details about the way this Program operates at this Site may vary from the way that Program operates at a different Site.

ProgramAtSite records can include detailed, nuanced information about the way this Program operates at this Site. Conversely, a ProgramAtSite record may simply contain only the information that this Program is offered at that Site, and nothing more. When you go into your iCarol system, edit a Program record, and designate which Sites offer this Program, you’re essentially creating ProgramAtSite records.

But sometimes these ProgramAtSite entries that describe a simple link between a Site and the Programs offered there may not be considered true, fully fledged ProgramAtSite records depending on your organization’s policies, and having them treated as such in your helpline software may unintentional skew your results when analyzing the number of records you maintain, the staff hours needed to keep records up-to-date, etc.

In a recent release to iCarol, we created the ability for our users to say whether a ProgramAtSite record is a Link Only, meaning it is not edited or maintained by your resource managers or editors. Link Only ProgramAtSite records cannot be edited and will not contain detailed information about how this Program operates at this Site, just that the Program is offered at the Site.

This feature is currently available to any of our users who employ the ProgramAtSite record level to their resource database. If you’re not yet using an Agency, Program, Site structure in your iCarol resource database, please contact our support team for assistance.

Initial Set Up

First you need to be sure you have ProgramAtSite records turned on for editing, and turn on the Link Only feature. To do this, take the following steps:

  • Log into iCarol as an Admin
  • Click on “Admin Tools” from the left menu
  • Click on the “Resources” tab
  • If not already enabled, click on the checkbox for “Can edit ProgramAtSite records”
  • Click on the checkbox for the “Enable LinkOnly ProgramAtSites”

  • Enable LinkOnly ProgramAtSite

  • Click the “Save all settings” button
Note: If in the future you disable the Link Only ProgramAtSites feature, all existing Link Only records will be automatically converted to standard ProgramAtSite records.

Creating Link Only Records

Now that you’ve turned on this feature, you can start creating these Link Only records. To do that, take the following steps:

  • Click on “Resources” from the left menu
  • Find or create a new Agency, Program, and Site record
  • From the Program record, select a Site from the “Available sites” list
  • Click the “Create ProgramAtSite as a Link Only record. Editing will be restricted” checkbox
  • Then click “Add >>”

  • Create a Link Only ProgramAtSite record

  • Click the “Save” button
Note: Not selecting the Link Only setting will create a standard ProgramAtSite record by default.

Converting Records

Now that you’ve created these records that are Links Only, you may find from time to time that you’ll need to convert them back to being full, editable ProgramAtSite records. Link Only and Standard ProgramAtSites can be converted from one to the other when editing the ProgramAtSite record. When converting from a Standard to Link Only ProgramAtSite all field values on the record will be cleared, and editing of the Link Only record will be restricted.

  • From the Edit page of the ProgramAtSite record
  • Click on the “Convert to [record type] ProgramAtSite” link above the ProgramAtSite Name field.
  • Click “Ok” from the confirmation dialogue window that opens, and the record will automatically convert.

  • Convert ProgramAtSite record

  • Click the “Save” button

Impact on Automated Verification

You may be asking, how does this new enhancement impact my Automated Verification requests? Link Only ProgramAtSites will be sent merged with the Program record, even when the Automated Verification Request, Setting #6 “Send verification request to ProgramAtSite contact if one exists, otherwise Program Contacts” is selected. If Standard and Link Only ProgramAtSites exists for a Program, both separate and merged ProgramAtSite records will be sent to verifiers.

Example: Program “Fruit Collection”, is offered at three sites: 5221 60 Street (Standard), Southeast Community Centre (Link Only), and Northeast Family Centre (Link Only). When the AVR request is sent for “Fruit Collection” and setting 6 “Send verification request to ProgramAtSite Contact if one exists…” is selected, the Program verifier receives the Program and both Link Only ProgramAtSite merged, and the Standard ProgramAtSite separately to the verifier listd on the ProgramAtSite record (if available).

Reporting and Other Changes

For a number of reasons you may want to exclude Link Only ProgramAtSite records when running certain reports or other queries inside of iCarol. Here’s a quick breakdown of the areas where you can choose to do that, and ways to otherwise be aware of these records when analyzing your database.

  • From the “Manage Resources”, “List all Resources” tool LinkOnly ProgramAtSites can be excluded from the list by clicking “Exclude LinkOnly ProgramAtSites”.
  • From the “Statistics”, “Resources” reports LinkOnly ProgramAtSites can be excluded from results by clicking the “Exclude LinkOnly ProgramAtSites.”
  • In Resource Exports, LinkOnly ProgramAtSites are flagged as LinkOnly in the “IsLinkOnly” column.
  • LinkOnly records can also be excluded from API results

We hope that this new ability to create ProgramAtSite records as Links Only rather than full, standard records will be useful to your agency. Should you have additional questions about this feature, please contact our Support Team.

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Louisiana United Ways/2-1-1 respond to flood disaster

SOCIAL MEDIA BUTTON UW Text to give

Heavy rainfall over the course of several days has resulted in severe flooding in parts of Louisiana.

Here at iCarol our thoughts are with the people of Louisiana as well as our friends and partners at the United Way agencies and 2-1-1 call centers in the region who are helping those affected. Many of the people working at these agencies are currently facing the same hardships as the people they’re trying to help, and so it’s very inspiring to see their energy used in service to others at a time that may be just as difficult for them personally.

Our team also extends our love and support for our very own Christa who lives in Baton Rouge. We hope the flood waters recede soon so that everyone can be safe, regain power and other necessities, and begin the repair and recovery process.

The devastating impact so far:

  • 13 people have lost their lives
  • Over 30,000 rescues initiated
  • Over 12,000 people staying in shelters at the height of the crisis
  • 40,000 homes and businesses lost power
  • Over 60,000 homes damaged or destroyed
  • 102,000 registered for federal disaster aid
  • Over 25 inches of rainfall in some locations over the course of just a few days

United Way organizations throughout the region are helping to coordinate disaster relief efforts as well as accepting donations to assist with response. Please see below for press releases and other information from our contacts at these organizations:

——————

From United Ways across Acadiana:

St. Landry-Evangeline United Way, United Way of Acadiana, United Way of Iberia and United Way of Southwest Louisiana have partnered to launch the Greater Acadiana United Way Disaster Fund. To donate, text keyword FLOOD2016 to 41444, visit each individual United Way web site or contact the individual United Way.

United Way-supported programs with nonprofit partner agencies help provide food, clothing, counseling and other services.

“On top of the downturn in the local economy, this flooding is causing even more damage to financially stressed families,” said United Way of Acadiana President and CEO Margaret Trahan. “We really need to pull together and pool our resources to do the most good for the most people.”

United Ways are partnering with local residents and partners in the non-profit sector, businesses, faith-based sector and government to help people through the recovery process.

United Ways are also working with Volunteer Organizations Active in Disaster (VOAD) to assess all other volunteer needs. Once those other volunteer have been identified, a United Way representative will contact registered volunteers with additional information. You can register to volunteer for emerging volunteer needs at www.unitedwayofacadiana.org or www.getconnected.uwsle.org.

United Way of Acadiana is accepting donated goods at its warehouse at 215 E. Pinhook Rd. from 8 a.m. to 6 p.m. daily until further notice.

This location is the staging point for all donated supplies, which will be dispersed to shelters and other places where needed.

United Way of Acadiana is also working in collaboration with The Daily Advertiser, which is also a drop-off site for donated goods until Monday, Aug. 15.

Items needed are:

  • Pillows
  • Blankets
  • Diapers
  • Baby food & formula
  • Toilet paper
  • Bottled water
  • Non-perishable food items (e.g. canned goods)
  • Buckets
  • Mops
  • Cleaning supplies
  • Rubber gloves
  • Masks
  • New, unopened packages of underwear (adult & children)
  • New, unopened packages of socks (adult & children)
  • Feminine hygiene products
  • Shampoo
  • Soap
  • Toilet paper
  • Deodorant
  • School supplies, due to flooding in local schools
  • Boxes or containers

There is not a need for clothing donations at this time.

From Capital Area United Way in Baton Rouge:

With the continuing devastation occurring in our community, Capital Area United Way is now accepting donations for flood relief. During this historic flood, most of our 10-parish area has been deeply affected, and we stand together with local partners in the non-profit sector, businesses, faith-based sector and government to help people through the recovery process. Basic needs is one of the focus areas for Capital Area United Way to stabilize individuals and families in times of crisis.

To make a donation text LAFLOOD to 313131 or visit www.cauw.org and click donate. Donations can also be mailed to Capital Area United Way, Attn: Flood Relief, 700 Laurel Street, Baton Rouge, LA 70802. For volunteer opportunities visit www.cauw.org/volunteer.

In addition to monetary gifts, Capital Area United Way is accepting donated goods (listed above) at its office at 700 Laurel Street from 8:30 a.m. to 4:30 p.m. daily until further notice. This location is the staging point for all donated supplies, which will be distributed to shelters and other locations where needed.

Related reading:

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Career Opportunities at United Way 2-1-1 service in Durham

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Please see below for a career opportunity with our friends at United Way 2-1-1 in North Carolina:

    The United Way 2-1-1 service in Durham, North Carolina is currently seeking a Data Coordinator. The Data Coordinator assists with the coordination and upkeep of resource data for United Way 2-1-1. Responsibilities include quality assurance monitoring of data, distributing reports, and responding to inbound and outbound contacts which may range from telephone calls, email response or other mediums of contact contingent upon client specifications.

    Click here to read the full job description and instructions for applying.

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