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Would you like to blog for iCarol?

The goal of iCarol’s blog is to provide interesting, helpful, and relevant information to our readers, who are typically volunteers or staff members of helplines and not-for-profit organizations located around the world, as well as people in executive and leadership roles, and other stakeholders. This group includes people who use iCarol, and also those who don’t.

Some of our best and most popular blog posts have come from helpline professionals who have a unique perspective to offer our readers. We’re always looking for new bloggers to join us. Here are some suggestions for topics to write about:

  • How your helpline handles a specific problem/topic that may be common in the helpline industry

  • Your thoughts or stance on a particular issue impacting helplines, or impacting larger industries of which helplines are a part (i.e. suicide prevention, mental health, addiction, LGBTQIA, sexual and/or domestic violence, problem gambling, etc.)

  • Policies, procedures, thought processes, or philosophies on various topics that come up

  • Blogs about funding — tips on how to get it, where to search for it, how to write a good grant or proposal, or how to convince your board or CEO to fund something that your helpline needs

  • Detail on partnerships you’ve formed that have ultimately helped your service thrive or improve service delivery. This could be partnerships with local law enforcement, emergency departments, counseling offices, organizations you commonly refer to, and more…

  • How-tos or tips for working with certain populations

  • Share information about how you use iCarol that may be helpful to other users

  • Going beyond service delivery — How do you market your program? How do you advertise and make people aware of your service? What outside resources do you turn to for help?

  • What events or conferences do you attend and why should other helpline professionals attend them?

And those are just a few ideas for the types of blogs we’re looking for. We welcome your own ideas and proposals for topics beyond what is listed above.

Once you submit it to us, we’ll review your submission. If chosen for publishing, we’ll set up a brief bio and byline for you, and when we publish your blog we’ll also link back to your organization’s website. In exchange we’ll ask that you also link to this blog using the outlets available to you, such as your own organization’s blog, newsletter, social media accounts, etc.

Original and exclusive content is great, however any material you may have previously written that was published elsewhere is welcome, so long as you or someone from your agency authored it and you have ownership over it and are authorized to cross-post it with us.

Interested? Want to submit an idea, a finished blog, or simply learn more? Please for more information! You can also check out past guest blogs here.

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Closing and Hiding Automated Verification Requests

The Automated Verification Request/Response (AVR) feature in iCarol helps you keep resource records reliable and up-to-date, and saves hundreds of hours when compared to sending manual emails, letters, or making phone calls. But, you may find over time the list of Requests sent by you, or your organization, may become long and therefore hard to determine what requests are still open.

If you use the AVR feature, it’s also likely your organization has setup a Verification Process, in which you set a certain number of times you’ll reach out to an organization requesting an update be made, and specify the ways in which you’ll reach out to organizations. For example, you may have a Verification Process setup where you send 2 emails to an organization, then if they don’t respond X weeks after the 2nd email is sent, you may try calling the organization twice, and so on and so forth.

For this reason, and more, it’s helpful to keep the list of open Requests updated so it can be used as a tool to help keep track of your Verification Process. You can keep this list updated using the buttons at the bottom of each Request to ‘Close’ or ‘Hide’ the request, depending on your desired outcome, in combination with the filters available on this page for which ‘Existing Verification Requests’ you want to include in this list.

automated verification requests

Updates were recently made to the buttons that control which Requests appear on the list as Open, which ones appear as Closed, and which ones are Hidden. The updates made these buttons more meaningful and user-friendly, making it so each button has a slightly different outcome. The three buttons available to choose from are ‘Hide this request on the list’, ‘Mark the Request as Closed’, and ‘Mark as Verified and Close’, and each button causes different changes to happen within the resource records included in the Request you’ve selected.

Depending on which button you choose, the changes are as follows:

  1. ‘Mark the Request as Closed’ will:
    • change the status in the list of requests to ‘Closed’ so it can be filtered from appearing in the list
    • cause no change to the ‘Last Verified…’ or ‘Verifier’s…’ data
    • make the Request links sent to verifiers inactive, making it impossible to submit a Response for this particular Request
  2. ‘Mark the Request as Verified and Close’, will:
    • change the status in the list of requests to ‘Closed’ so it can be filtered from appearing in the list
    • change existing date in the ‘Last Verified…’ and ‘Verifier’s…’ fields, unless a Response has been submitted by a resource included in the Request
    • make the Request links sent to verifiers inactive, making it impossible to submit a Response for this particular Request
  3. ‘Hide this request on the list’, will:
    • cause no change to the ‘Last Verified…’ or ‘Verifier’s…’ data
    • permanently remove the Request from appearing in the list of requests on the left side of the page; once you do this, there is no way to un-hide the request
    • make the Request links sent to the verifiers remain active, making it possible for a verifier to still submit a Response for this particular Request

After you have your Requests marked as ‘Close’ or ‘Hide’, you can use the filters at the top of the Automated Verification Requests page to show only ‘Sent’ Requests, which are any Requests where you haven’t chosen to ‘Close’ or ‘Hide’, or you can use the filters to show only ‘Closed’ requests.

When you choose to use each button is entirely up to you and your organization, and should be based off your internal processes, but the information outlined in this blog provides all the details and information you’ll need to make the best decision for the work you do! For more information about how to use this tool, you can read the help article ‘How to close or hide an Automated Verification Request’.

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iCarol Team in Dallas for User Group Summit and AIRS Conference

Beginning Sunday, June 3, several members of the iCarol team will be in Dallas, Texas for our annual User Group Summit followed by the Alliance of Information and Referral Systems conference. In attendance will be:

    Rachel Wentink, Vice President, Operations
    Polly McDaniel, Director of Business Development
    Crystal McEachern, Senior Product Manager
    Val Kozintsev, Development Team Manager

Sean Higgins, Executive Vice President of Cityview, the division of Harris of which iCarol is now a part, will also join us for the Summit and early portion of the conference so he can learn more about the information and referral industry and meet the 2-1-1 and other I&R clients we regularly work with.

We’ll start our time in Dallas with our annual User Group Summit, on Sunday, June 3 beginning at 9am. This free, all-day iCarol training is aimed at iCarol users and prospective customers with anywhere from beginner to advanced usage experience with iCarol. The day is a chance for our team to focus in on a few key areas of iCarol capabilities and teaching our users how to leverage their iCarol system for the biggest impact.

This year we’ll present two training sessions at the Summit. Our first session of the morning is called Build a Better Picture: Using iCarol Statistics. That session will help attendees identify their reporting needs so they can then build out their contact forms and work flows to support those needs. We’ll take users through an overview of iCarol Statistics with a heavy focus on the analysis tab of reports, discuss Met and Unmet Needs reporting, and talk a bit about how to access data for more advanced reporting needs.

Following a brief break, the second session of the morning is titled Do More Together: Are You Ready? and will focus collaboration with partners. There are a multitude of ways you can use iCarol to partner with both fellow iCarol users, and outside organizations that don’t use iCarol. The session will take attendees through the tangible steps to evaluate readiness and then prepare to communicate with potential partners about collaboration. Attendees will leave with an outline and use cases to help them begin to build successful sharing relationships.

Attendees will then be released for lunch on their own, and then we’ll reconvene at 1:45pm for a traditional User Group session. All are welcome to the User Group Session, even if they did not register for the sessions held earlier in the day. In the User Group session, we’ll share a summary of the enhancements made to iCarol in the previous year, and speak to the upcoming developments in the works and coming soon. We’ll gain feedback from attendees and use their account of trends, themes, and common requests to help us prioritize upcoming and future developments that will best meet the needs of our customers.

If you’re heading to Dallas and will be in town by Sunday morning, it’s not too late to register for the User Group Summit. You can learn more and register here.

From there, the AIRS Conference sessions officially begin on Monday morning. Attendees can come visit us at booths 103 and 104 where we’ll have some items to hand out, including a number of data sheet flyers on a variety of topics of interest to conference attendees, including resource data sharing, offering centralized intake, ensuring continuity of care, dispatching mobile crisis services, and information on iCarol data privacy and security. As always we’ll welcome your questions, comments, and conversation on what’s going on at your organization. We always enjoy the opportunity to talk to you about the projects and partnerships you’re engaging in and investigate how we could potentially contribute to that.

We hope to see you in Dallas!

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iCarol Attending the Child Welfare League of America Conference

From April 26th through the 29th, Polly McDaniel, Director of Business Development, and Rachel Wentink, Vice President, Operations, will be in Washington, DC for Child Welfare League of America (CWLA) Conference.

For nearly 100 years, CWLA has existed as a coalition of hundreds of private and public agencies that work to serve children and families who are vulnerable. Their expertise, leadership and innovation on policies, programs, and practices help improve the lives of millions of children across the United States, though their work makes a positive impact worldwide. They envision a world where every child will grow up in a safe, loving, and stable family, and focus on children and youth who may have experienced abuse, neglect, family disruption, or a range of other factors that jeopardize their safety, permanence, or well-being. CWLA also focuses on the families, caregivers, and the communities that care for and support these children.

We’re very excited to attend this conference for the first time in 2018. iCarol serves many clients who work directly in this space and use our solution to log their contacts with families and caregivers, and connect vulnerable families with resource information using the built-in service inventory that iCarol offers. So that we can continue serving them well and add more such agencies to the iCarol family, we’re eager to meet more of these organizations in person at the conference so we can continue to learn about their needs and see how iCarol might assist them improve the quality of life for children everywhere.

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iCarol at the AAS Conference

From April 18th through the 21st, Polly McDaniel, Director of Business Development, and Rachel Wentink, Vice President, Operations, will be in Washington, DC for the 51st American Association of Suicidology (AAS) Conference.

As we shared recently, iCarol is now a part of Harris Computer Systems as the flagship product for not-for-profits falling within the CityView portfolio of solutions. As such, we’re delighted to also welcome Sean Higgins, Executive Vice President of CityView, who will be joining us at AAS from Thursday through Friday of that week. Sean is eager to learn more about the industry iCarol serves and meet our customers, and we’re equally excited for all of you to meet him!

Our team will be at booth #202 in the Ballroom Foyer and you’ll also see us at many of the events and sessions, too. It’s important to us to learn about all the latest research, lived experiences, and the expanding needs of crisis centers as they work to build suicide-safer communities. We are looking forward to hearing about how things have been going for your organization, and the exciting initiatives you’ve had going on. We’d also enjoy the opportunity to answer any questions you may have about iCarol and talk with you about how our solution can support your suicide prevention service.

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iCarol’s Resource API Supports Open Referral’s HSDS 1.1 schema

We’ve long promoted the the idea that data sharing can help our clients build coalitions and partnerships, make a greater positive impact in their communities, and create new revenue streams for the organizations. One way we’ve adapted iCarol to make this easier for them is to build support for the Open Referral data standard in iCarol. If you like, before you read about the announcements we’ll go over in this blog, you may wish to get a refresher course on what data standards are, how they make such collaboration possible across different software systems and databases, and why Open Referral in particular has been adopted in iCarol.

Today we’re excited to announce two new and exciting iCarol Resource API enhancements, which now extends support for the Open Referral’s HSDS 1.1 schema and a full list of resources. Both of these new enhancements are designed to help you with your sharing collaborations and to access new funding opportunities.

iCarol is the first major I&R Software vendor to support emitting resource data that is fully compliant with HSDS 1.1 and the HSDA specification. For over a year iCarol subscribers have had access to downloading resource files from iCarol in the HSDS 1.0 schema, but we are pleased to now announce support for an updated HSDS 1.1 schema in the iCarol Resource API! You can read more about this schema here: Human Services Data Specification (HSDS). This schema creates a common language for software applications to share information across platforms.

Our clients in current sharing relationships using our iCarol Resource API have also asked for a way to access a full list of all resources available in their system, or even better, to filter that list by records last updated. We are happy to announce a new Resource API feature allowing a simplified, unpaged list of resources to be returned allowing your data partners to better access and use your resources in external projects.

We know that the ability to share data and to collaborate with your partners both within and outside of iCarol is important to you. Sharing resources can also open up new revenue opportunities in your communities. If you would like more information about how iCarol can help you success with your sharing and collaborative projects, contact us — we are here to help!

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iCarol Webinar: Marketing Methods That Boost Your Chat/Text Engagement

Are you concerned that the volume of Chat or Text traffic coming through to your service is lower than you were expecting it would be? Or, are you in the planning stages of adding a Chat or Text service to your center and want to develop a plan for alerting the community to this new way to access your program?

Join us on Monday, April 9 at 2pm EDT for a Q&A webinar with a panel of staff members operating successful Chat and Text programs to hear about how they communicated their service offerings to their communities. Can’t make it? Fear not! We’ll have the recording available to watch at your convenience.

Learn More and Register

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Registration Open for Annual iCarol User Group Summit

On Sunday, June 3 in Dallas, Texas, members of our team will hold our annual iCarol User Group Summit. This Summit happens each year the day before the AIRS Conference sessions begin, and throughout the day we hold trainings on iCarol functionality of particular interest to the Information and Referral industry. We end our day with a traditional User Group session to discuss the latest enhancements to the software and the planned developments ahead. We also welcome your input and suggestions during this user group session, so that we can continue to evaluate and prioritize the enhancements currently on our development schedule.

If you’ll be at the AIRS conference this year, we hope you’ll join us on Sunday for this free event. Click the button below to learn more about the User Group Summit and register to be there!

Register Now

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Join our Live Demo of iCarol Live Chat and Texting

Have you been considering adding on popular and in-demand communication channels like Live Chat or Texting to your organization’s services? Are you curious to see how these channels are handled in iCarol, and how they fit seamlessly into the rest of the functions of the software? I hope you’ll join my teammate Mary and I for a live demo on Thursday at 2pm EDT so we can show you!

To find out more about this webinar and what we’ll cover, visit our registration page.

Learn More and Register

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The next chapter in the iCarol story

We’re excited to announce that iCarol is now a part of Harris Computer Systems — a software company focused on providing long term software solutions to local government, utilities, school districts, healthcare and other public sector clients. iCarol will be run as its own entity within the CityView portfolio of solutions.

More than 14 years ago, iCarol began with a simple idea that by introducing technology that was designed specifically for the unique needs of a not-for-profit helpline, the managers could improve the service delivery, the quality of the people, and ultimately the lives of help seekers. Founders Neil and Jackie McKechnie combined their mutual experiences in two very different worlds – volunteering at a Distress Centre and careers in the high tech industry – and built a solution that would go on to be used by hundreds of organizations and over 76,000 users worldwide. We’re very proud of our origin story and honored every day to serve the caring and selfless people who work at those organizations.

Just as we aim to empower our clients, joining Harris Computer Systems empowers our team and the iCarol solution to reach new heights. We feel that the deep market knowledge and not-for-profit industry experience at the iCarol level, combined with the infrastructure, guidance and business expertise of Harris, is a winning combination.

The iCarol story only gets more exciting from here, and we’re looking forward to all the new possibilities ahead. Becoming a part of Harris Computer Systems is the latest positive step for the growth of iCarol, and for the benefit of our expanding client base.

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