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“Shredding” Personally Identifiable Information from Contact Records

shredder shredding paper

Paper-based files of all sorts—bank statements, tax records, pay stubs, receipts—can typically be destroyed after a period of time when they will no longer be needed. Depending upon an organization’s internal policies and the laws and regulations by which they must abide, not-for-profit organizations may choose to shred some or all client files after a period of time as well.

With paper files now being digitized, and new data usually collected electronically, the concept of “shredding” takes on new meaning. Instead of literally shredding paper through a machine, electronic files are permanently deleted and erased from storage, whether they be on a hard drive or in the cloud.

One of the best practices seen highlighted within regulations such as GDPR is that an organization should only collect the data that is absolutely necessary for service delivery, especially if that data could be used to identify someone. So, unless it is essential for your organization to collect data such as a person’s name, phone number, social security number, etc. in order to carry our your work, it’s best to never collect it at all.

When you’re speaking over the phone with a person in need, you have control over whether or not to record information shared during the conversation inside your contact management system. However, if you’re communicating by Live Chat or SMS/Text Message, the person in need may share personal information with you that’d you’d prefer not be permanently documented, and if transcripts are automatically generated and stored, that private and personally identifying information may be stored whether you like it or not.

In iCarol, you have the choice whether or not your Live Chat and SMS/Texting transcripts are brought into your contact management system, or if they disappear immediately after the conversation ends, protecting personally identifiable data and allowing your organization to align such data collection and storage with your own internal policies. Further, organizations who wish to keep this information long enough for supervision purposes, but do not wish to retain it long term, have many options within the system to decide when to destroy the information. The capability to electronically “shred” potentially identifying information from your iCarol Contact Records is applied to any documentation recorded in your forms, whether it be data from calls, walk-in visits, chats, SMS/text conversations, public website intake forms, or any other interactions you document.

What gets “shredded?”

We understand that most organizations will wish to keep the data that isn’t classified as personally identifiable information, for instance demographics, issues or needs, and other non-identifying data that is important for reporting purposes. If you choose to utilize the automatic shredding function within iCarol, only certain areas of your Contact Records are effected. Text-entry fields where you might enter names, addresses, phone numbers, contact notes, etc. are deleted. Drop-down, check box, and other pick list type data is retained. For a full explanation of how to set these preferences, as well as more detailed information about what is deleted or retained, customers can sign in to iCarol, navigate to the “Help” section, and search for “Shred” within our help articles. If you’re not yet a customer and interested in learning more, please contact us!

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National Crisis Centers Conference seeks presentation proposals

crisis conference salt lake city

The 2019 National Crisis Centers Conference, presented by NASCOD and CUSA, will be held October 16 to 18 at the Radisson Salt Lake City Downtown in Salt Lake City, UT.

Conference organizers are currently seeking proposals for presentations. Proposals must fit the conference theme (below) and be received by the July 15, 2019 deadline to be considered:

    CrisisCon 19—Reaching the Summit: Innovate to Elevate

    During times of division and uncertainty, crisis organizations are needing to use their collective creative energies to remain relevant and sustainable. But challenging times can bring out the best in crisis organizations. We are excited to hear what innovative and creative programs and approaches are being implemented by our crisis organization colleagues.

Click here to learn more and submit your proposal.

For more information about the conference, and to register, visit the conference website.

crisiscon 2019

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iCarol eBook on Building Better Collaborations

Collaboration is becoming a necessary part of not-for-profit work. Ensuring a partnership is successful for everyone involved takes careful planning that starts long before you begin the work with your fellow collaborators.

The team at iCarol has been helping our customers have smoother collaborations since the software’s creation, through a variety of tools that include sharing resource database for the purposes of both maintenance and referral giving, contact form sharing to help with after-hours outsourcing and network building, and features like the Contact Record Outbound API and Resource API that allow data to be shared directly with other applications.

For several years, before they even worked for iCarol, Senior Product Manager, Crystal McEachern, and Director of Business Development, Polly McDaniel, have offered guidance on collaboration building at industry conferences. They have over 20 years of combined experience on both sides of collaboration—as I&R professionals working with their fellow non-profit organizations and as iCarol staff members helping customers build collaborations.

Now, you can learn from their expertise through an all new eBook authored by Polly and Crystal. In it, you’ll find step-by-step guidance on building a collaboration, including tips for the planning process and important things to consider that are often overlooked. Does the prospect of writing an MOU make your head spin? We have you covered! The eBook even includes a workbook for use in your own personal collaboration planning.

Best of all, the eBook is completely free — we’re sharing it with you in hopes our experience and guidance can help you successfully deliver services to even more people in your communities.

Download the eBook

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Robert Wood Johnson Foundation Funding Opportunity: Research in Transforming Health and Health Care Systems

The Robert Wood Johnson Foundation announced a funding opportunity for research studies that examine how state Medicaid programs are using managed care payment and contracting strategies to address enrollees’ social needs; the ways MCOs are responding; and the effect of these activities on enrollees, plans, community-based organizations, and other stakeholders.

The deadline for letters of intent is July 2, 2019. Full proposals are due on August 12, 2019.

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Request For Abstracts – Integrating Health and Human Services

Health Affairs, a leading peer review journal of health policy thought and research, recently issued a request for abstracts on Integrating Health and Human Services.

Description from Health Affairs website:

    Health Affairs is planning a theme issue on Integrating Health and Human Services, to be published in April 2020. We thank the Kresge Foundation for its generous support of this issue.

    The social safety net includes a variety of health and human services programs that have the potential to improve health and promote health equity by meeting health and social needs and supporting economic advancement. Some of the major barriers to realizing the potential of these programs relate to gaps in coordination across sectors.

    Our issue will explore collaboration between sectors that provide health and human services, with attention to infrastructure, policies, and practices within and across these sectors aimed at meeting the needs of the people they serve by reducing sectoral barriers.

    We plan to publish approximately 20 peer-reviewed articles including research, analyses, case studies, and commentaries from leading researchers and scholars, analysts, industry experts, and health and health care stakeholders. We encourage author teams that include representation from multiple sectors/professions… Read More

    The deadline to submit your abstract is June 24, 2019.

    Learn More

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Social Interventions Research & Evaluation Network Webinar: Patient Acceptability of Social Risk Screening

On Thursday, June 20 at 1pm EDT, Social Interventions Research & Evaluation Network (siren) will hold a free webinar entitled “Patient Acceptability of Social Risk Screening.”

Wbinar description, from siren’s website:

    Recognition of the impact of social risks on health has spurred widespread interest in social risk screening across the US health care sector. Although the goal of this screening is to improve patient care and connect patients to resources to help address social risks, the sensitive nature of social risks raises concerns about the potential for screening to stigmatize patients and create opportunities for discrimination. To date few studies have evaluated patient perspectives on social risk screening. This SIREN webinar will present results of a new multi-site study (papers in progress) that examined the acceptability of the Accountable Health Communities (AHC) social risk screening tool among patients in diverse health care settings in nine states.

    Learn More and Register

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North Carolina 2-1-1 wins Inaugural AIRS I&R Innovation Award

iCarol would like to extend our congratulations to our friends and customers at North Carolina 2-1-1, who were selected to receive Innovation Awards in the Disaster Preparedness category, and also voted the overall winner of the Innovation Awards. This was the first year for these awards, given by the Alliance of Information and Referral Systems (AIRS).

NC 2-1-1’s submission stemmed from their experience as North Carolina’s disaster response portal, having experienced two major storms in two years’ time.

NC 2-1-1 first took on the role of disaster portal during Hurricane Matthew in 2016. During this historic storm and flooding that followed, many of the county’s 9-1-1 systems were knocked offline, causing residents to call 2-1-1 requesting life-saving intervention including water rescues necessitated by the flooding. This required quick thinking on the part of NC 2-1-1 staff and leadership to establish protocols in how to handle these calls and inform appropriate services to ensure the callers received appropriate assistance as quickly as possible.

hurricane florence precipitation While their quick action in the face of emergency surely saved many lives, there were some weaknesses in the process that became apparent. Namely, the 2-1-1 staff did not consistently receive follow-up or confirmation that NC 2-1-1’s referrals to emergency operations were successfully received and addressed, or that callers got the help they needed. In such high stakes situations, this added to the already heightened stress experienced by the 2-1-1 team during this disaster.

Post-disaster briefings provided both NC 2-1-1 and North Carolina Emergency Operations with the opportunity to talk through the situation that played out during Hurricane Matthew, and assess what should be done going forward to improve response during future disasters.

They decided that in future disasters they would implement changes, including:

  • The use of an internal web form by 2-1-1 staff that documents vital information about the caller, their location, contact information, emergency request, etc.
  • Completed forms would be sent directly to the Commander for Emergency Operations for distribution to the appropriate ground response team.
  • 2-1-1 staff would receive immediate confirmation that transmitted forms were successfully received.

The new, formalized protocols that emerged during the post-disaster briefings were quickly put to the test when Hurricane Florence arrived in September of 2018 and some 9-1-1 systems experienced technical difficulties in the face of unforgiving wind and flooding. This time, the 2-1-1 staff felt there was more accountability in the entire process thanks in part to the ability to track the movement of referrals to emergency operations. Confirmation that life threatening situations were successfully handed off from 2-1-1 to emergency services also helped reduce stress on 2-1-1 staff and lessen any unease that might have previously come with the lack of closure they received regarding the 9-1-1 calls.

We are extremely proud of the efforts of North Carolina 2-1-1 for their leadership on the topic of Disaster Response and service to the residents of North Carolina before, during, and after natural disasters. Their Innovation Award is certainly well-deserved, and we look forward to seeing them presented with the award at the AIRS Conference this week.

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iCarol attends the American Association of Suicidology Conference

On Wednesday and Thursday, April 24th and 25th Rachel Wentink, Vice President, Operations for iCarol, will be in Denver, Colorado attending the 52nd American Association of Suicidology (AAS) Conference.

The conference is a convergence of professionals working across the spectrum of the suicide prevention industry, from those operating crisis centers and other direct care services, to professionals working in academic settings conducting suicide prevention research, and advocates focused on education and awareness.

So we can continue to be aware and closely in touch with the topics that most impact iCarol’s customers, on Wednesday Rachel will attend the pre-conference program for Crisis Centers, followed by the National Suicide Prevention Lifeline update session.

Having supported crisis centers since the earliest days of the Lifeline network, and serving a large portion of the network that are iCarol customers, we have witnessed the Lifeline’s growth year after year, both in the number of participating centers and the volume of contacts the Lifeline receives through calls, chats, and other forms of communication. We suspect the update provided at the conference will show continued expansion in 2018. Unfortunately 2018 was another year with well-publicized deaths by suicide of a number of celebrities, including Kate Spade, Anthony Bourdain, and Avicii. These losses always result in a spike in volume and without fail the participating centers always step up to meet the challenge and provide help and hope to the people prompted to reach out for themselves or loved ones.

The Lifeline update also promises to provide information on developments in Lifeline initiatives such as Follow-up Matters and the Lifeline Safety Assessment. These and other projects directly inform iCarol’s strategy and product development in the coming months and years, which ensures we will continue to meet the needs of suicide prevention centers everywhere, providing the tools they need to do their life-saving work.

Finally, on Wednesday evening Rachel will attend the Crisis Centers Reception, which provides the chance to network and catch up with crisis center staff and leadership and hear all about the important work they are doing.

If you plan to be at the AAS Conference, Rachel would welcome the opportunity to chat with you about the needs of your suicide prevention service and answer your questions about iCarol. As always, we also welcome you to contact us at your convenience to share your challenges or projects and explore how iCarol can be of assistance.

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iCarol Attending Aging in America Conference

iCarol Director of Business Development, Polly McDaniel, is attending the Aging in America Conference, presented by the American Society on Aging, from April 15th through April 17th in New Orleans, Louisiana.

This is iCarol’s first time attending this conference, and we currently serve many organizations in this industry, including Aging and Disability Resource Centers, Area Agencies on Aging, helplines that curb senior isolation and loneliness, and senior-focused information and referral services. These organizations choose our solution because we empower them to:
  • Invite and document contacts from clients and their caregivers over a variety of communication channels: phone, in-person, web forms, and our integrated Live Chat and Texting.
  • Encourage No Wrong Door initiatives by enabling them to securely send information to partners, make warm transfers, and dispatch additional services.
  • Create and curate simple to complex community service inventories to share with clients and caregivers by phone, email, Text/SMS, and during Live Chat sessions.
  • Share searchable resource information on their own public websites, or the websites of partners such as senior centers, local libraries, and hospitals.
  • Engage in ongoing client contact to track client history and progress, ensure needs are being met, and to document customer satisfaction and outcomes.

If you’ll be at the conference, please stop by and see the team at booth 604 so that we can discuss how iCarol can help you. If you’re not in New Orleans for the conference, we welcome those interested in learning more about the iCarol solution to contact us to ask your questions or have a quick meeting to talk about your challenges so we can see how iCarol might help.

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Registration open for annual iCarol User Group Summit

On Sunday, June 2nd, members of the iCarol team will conduct our annual User Group Summit, held just before the start of the Alliance of Information and Referral (AIRS) Training and Education Conference in Atlanta, GA.

The User Group Summit provides iCarol customers, and those not yet using iCarol but considering it for their organization, the chance to receive hands on training that will directly benefit service delivery and program administration. Following a number of training sessions held in the morning and early afternoon, the day concludes with a traditional user group session where guests can learn more about our strategy and product plans for the year, provide input on the types of solutions most important and impactful to their agencies, and help prioritize product development with their input on features in stages of consideration, development and implementation.

Our training topics were picked by our customers and will cover a number of in-demand topics including:

  • Recording and Reporting on Met and Unmet Needs
  • Resource Advanced Search and Bulk Editing Tools
  • Statistics and Reporting

**Note** We welcome our guests to attend any part of the day they wish — it is perfectly acceptable to attend only the User Group session, which will get started at approximately 2:30pm.**

We do ask that regardless of what part of our day you plan to attend, you register for the event so that we can plan accordingly. Registration is open now! Click the button below to learn more and register you and your staff. We look forward to seeing you in Atlanta!

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