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iCarol Helps Mental Health America of Virginia Consolidate Systems and Improve Service Delivery

We are excited to welcome Mental Health America of Virginia (MHAV) to the iCarol family of customers. The oldest mental health advocacy organization in Virginia, MHAV works closely with service providers and peers to complement an individual’s recovery from trauma, mental illness, or addiction. MHAV provides a variety of programs to the community, including a Warm Line telephone service for anyone in Virginia who needs a listening ear or wants resource information.

MHAV chose iCarol to help them improve service delivery and administrative workflows within their warm line program. Using iCarol, they can now consolidate their documents, files, and referrals to a single system, allowing their warm line staff and volunteers easier and more efficient access to the information they need to serve consumers of the program. They plan to enhance their team cohesion as a result of having all their communications being carried out within iCarol rather than using a number of disparate external programs. The categorization and searching capabilities within the built-in resource/referral database will enable warm line staff and volunteers to quickly find the best resources for callers.

iCarol is also helping MHAV meet unprecedented demands placed on their agency by COVID-19, when mental health and wellbeing is a paramount concern to everyone. The global pandemic has required them to be able to staff up as needed to meet growing demand for emotional support, and with iCarol they’ll be able to more quickly onboard new volunteers.

Of their partnership with iCarol, MHAV staff and leadership shared:

“The warm line team loves using the iCarol platform to do their work. They rave about how user friendly it is to complete Contact Forms, view shift schedules, communicate with each other using the internal chat feature and the ease of engaging in text message conversations with people who prefer texting support. As the warm line manager, I love using the platform for the same reasons including the ease of running reports in real-time, viewing and providing feedback to the team, making schedule changes and being able to get support from the iCarol team quickly. The service has enabled us to better serve Virginians with the support they need during these extremely difficult times.”

— Cheryl DeHaven, MHAV Warm Line Manager


“I enjoyed working with the iCarol team throughout the implementation process – very professional, timely, and accommodating.”

—Bruce N. Cruser MSW, Executive Director

To learn more about Mental Health America of Virginia, visit www.mhav.org.

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Attracting funders in times of crisis

The Coronavirus global pandemic has introduced all sorts of new challenges to not-for-profit organizations — maintaining services while social distancing and obeying stay-at-home orders, keeping staff and clients safe, shifting to remote work, engaging clients online — to name a few. And while seamless service delivery is of the utmost importance, those services often can’t exist without donors, stakeholders and funders, and we’ve still yet to see the long-term impacts the economic downturns and depression may have on non-profit funding.

A recent blog shared to Candid Learning, an online source for information about philanthropy and fundraising, shares some information and steps toward better engaging and accessing funding sources during the pandemic, and tips on realigning services with the missions and priorities of those funders. Read more on the Candid Learning blog, authored by Elizabeth (Liz) Ngonzi.

Check out these related resources:

How to get funding for new technology

How to Get Funding
for New Technology
Download
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Why Advocacy and
How the Heck Do You Do It?
Watch
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Building a United Crisis Line Team
in Times of Diverse Need
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How to Calculate
Social Return on Investment
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Big Feature Announcement: ReferralQ, Capacity, and Provider Portals

We’re very excited to announce that iCarol is adding some brand new, big  features to our software on August 19!

ReferralQ

ReferralQ and Capacity Tracking enables you to document and track your partner Community-Based Organization’s (CBO) capacity to accept referrals, and update a help-seeker’s status as they work with your partner so you can obtain valuable outcome information. You’ll be able to:

    Assign a help seeker to one or more wait lists/referral queues for services to meet their needs
    Update a person’s wait list or queue status
    Track how long someone has been waiting for services
    Prioritize which help-seekers need attention first, determined by your own internal business practices
    And much more!

Learn More about ReferralQ

Provider Portal

If you subscribe to ReferralQ, you’ll have the option to add on a Provider Portal. TThe Provider Portal complements ReferralQ by inviting your CBO partners secure, direct access to view and update authorized ReferralQ information. With the Provider Portal your CBO partners can input their program’s capacity to take referrals, obtain Contact Record or Intake information about the help-seekers referred to them, and update the status of a referred help-seeker as they work with the CBO. They can:

    Obtain and review the referrals you made to them from wait lists
    Input live updates on their program’s capacity
    Update the statuses of referred help seekers

Learn More about Provider Portals

The wire frame below illustrates an example workflow for organizations that may wish to use ReferralQ and the Provider Portal.

wait list capacity and provider portal wire frame

These features are coming to iCarol in Q4 of 2020, but now is a great time to ask your questions and talk to us about using these features at your organization!

Schedule A Meeting Email Us

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July is BIPOC Mental Health Month

BIPOC mental health month logo

July is recognized as Black, Indigenous People, and People of Color (BIPOC) Mental Health Month. According to Mental Health America, this recognition began in 2008 as Bebe Moore Campbell National Minority Mental Health Awareness Month, and has since been observed each July and was created to bring awareness to the unique struggles that underrepresented groups face regarding mental illness in the United States. Its namesake, Bebe Moore Campbell, was an American author, journalist, teacher, and mental health advocate who worked to shed light on the mental health needs of the Black community and other underrepresented communities.

BIPOC Mental Health month aims to draw attention to several key facts:

  • Trauma can affect the way we think, act, and feel. The impact of trauma on BIPOC has spanned generations due to centuries of systematic oppression.
  • BIPOC are often faced with years — even generations — of trauma, which translates to socioeconomic disparities and, in turn, is linked to mental health concerns today.
  • Systemic oppression is directly tied to the mental health of BIPOC. Historical and contemporary injustices continue to perpetuate trauma through generations and into today.

In recognizing and promoting BIPOC Mental Health Month, Mental Health American aims to create an opportunity where people can listen and learn from each other about why it’s important to talk about racism and mental health and how it’s affected them.

To learn more, and download the full BIPOC Mental Health Month Toolkit, visit https://www.mhanational.org/BIPOC-mental-health-month.

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New Enhancements: Calculated Duration, AMI %, and History of Contact Record Changes

The latest release to the iCarol web application includes a number of useful enhancements to Contact Forms!

Calculated Duration

One of the text-entry field types available on iCarol Contact Forms, used to document information about client interactions, is the Date field.

As part of the Contact Form editing tools, iCarol Admins and others with Contact Form Version editing permissions can now opt to have a calculated duration appear on the Contact Record, measured in their choice of Days, Weeks, Months, or Years, alongside the date that was entered. calendar

While the most common use of the Date field is to record a person’s date of birth, there are a number of uses for this field, for example one could use it to note the date of a particular event related to the interaction or person’s need. Therefore, the calculated duration could refer to anything that may be of use to an organization—A person’s age in years, months spent without stable housing, weeks since a job loss, or days since someone was victimized in a crime, etc.

Calculated Duration allows Contact Specialists to quickly note the length of time passing since the entered date, which could influence the way they respond to the situation and provide helpful information that can be useful when providing support, referrals, safety planning, and more.

Area Median Income

iCarol Admins and others with Contact Form Version editing permissions can now edit their Contact Forms to include a table noting household sizes, and the corresponding local Area Median Income (AMI) amount for each household size. Once the local AMI table information is entered, related text entry fields can be added to the Contact Form. When documenting a client interaction, the specialist can enter the individual’s household size and annual income, which will result in a AMI% being calculated and shown on the form. This information is useful when determining an individual or family’s eligibility to participate in certain programs or receive assistance.

Contact Form History of Changes

Each time a change is made to a Contact Record, iCarol will automatically record who made the change, when this change was made, and information about what the change entailed. The History of Changes will be visible on the finished Contact Record, providing an audit trail for those who want to closely track these changes.

iCarol Customers can obtain setup and other instructions and information on these enhancements within the iCarol Help Center.

If you are not yet using iCarol but would like to learn more about these and other enhancements, please contact us.

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July iCarol Support Training Advanced Reporting: Statistics – Analysis Area

In May, our Support Team began offering monthly training webinars. These training sessions will be consistently held on the third Wednesday of each month at 2pm EDT.

Our topic for July 15, 2020 at 2pm EDT is Advanced Reporting: Statistics – Analysis Area.

The goal of this training is to help iCarol users:

  • Understand what data is included in each Chart Type in Analysis area
  • Learn how to use the Filters and Tools available in the Analysis area, including:
    • Call (Contact) Content Filters
    • Standard Filters
    • Total Distinct Calls
    • Click here to see Contact Records that match these filters
    • Saved Chart Type
    • Drilling into charts
    • Exporting chart data to csv files
  • Consider different use cases for the various Chart Types, Filters, and Tools available

The Monthly Support Trainings are available exclusively to iCarol customers. To sign up, please sign into your iCarol system and navigate to the iCarol Help Center, where the registration link is provided in the Announcements area.

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iCarol’s Virtual User Group Session is Just Two Weeks Away!

It’s important to us that our customers still have the opportunity to connect with us, receive training, and have the option to participate in a user group session, even if this year we can’t hold the event in person.

Our first initiative to provide that continuity — the user group portion of our conference will become a virtual user group session — is now just two weeks away! The session will occur on Thursday, June 11 at 2pm Eastern time.

This virtual user group session is your chance to hear about the latest improvements and enhancements to iCarol, learn what we have planned for implementation in the coming months, and discuss and provide feedback to the iCarol Product Management team on what features you’d like to see implemented in the future. All customers or those exploring iCarol for potential use at their organization are welcome to attend.

Virtual User Group Exclusive: Attendees of this session will be the first to hear about a major feature release coming in Q4 of 2020! You won’t want to miss it!

During this session we will:*

  • Review released features and enhancements from the past year
  • Share features and enhancements in progress and coming soon
  • Discuss iCarol strategy and priorities
  • Invite your industry expertise and votes on top ideas
  • Share a sneak peek at an all new, major feature release coming in Q4 of 2020!

Learn More and Register

*We reserve the right to make adjustments to our schedule and topics prior to the event date.

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June iCarol Support Training: Managing Automated Verification Requests and Responses

In May, our Support Team began offering monthly training webinars. These training sessions will be consistently held on the third Wednesday of each month at 2pm EDT.

Our topic for June 17, 2020 at 2pm EDT is Managing Automated Verification Requests and Responses.The goal of this training session is to teach iCarol users how to manage their Automated Verification Requests and Responses, and configure what fields are visible to the verifier. This training is for iCarol customers who are subscribed to the Automated Verification feature, or those who are interested in learning more about subscribing to that feature.

Not sure what the Automated Verification feature does? Click here to learn more.

During this training participants will:

  • Review the Field Visibility Settings for Verifiers
  • Learn how to style your data entry for optimal outcomes
  • Understand the various request settings
  • Learn about response filters

The Monthly Support Trainings are available exclusively to iCarol customers. To sign up, please sign into your iCarol system and navigate to the iCarol Help Center, where the registration link is provided in the Announcements area.

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May is Mental Health Month

Much of the focus worldwide in recent months has been the global Coronavirus pandemic, including guidelines from staying healthy and avoiding contracting COVID-19 or passing the disease to others. And while this is obviously a critical topic, it should not be forgotten that our mental health, especially during the pandemic, is important, too.

May is Mental Health Month, and organizations around the world are sharing information about how to obtain and maintain good mental health.

Each year since 1949, Mental Health America and their affiliates have led observance of Mental Health Month. This includes release of an annual Mental Health Month toolkit, which you can download here. They also have a number of resources available on their Mental Health Month web page, this year focusing on topics such as Connecting With Others, Creating Health Routines, and Eliminating Toxic Influences.

The National Alliance on Mental Illness (NAMI) is focusing on the power of connection and supporting one another, and promoting their core message of eliminating stigma, by sharing the message that those who many be having mental health difficulties or experiencing mental illness are not alone. Mental health conditions affect approximately 1 in 5 individuals during a given year.

The Canadian Mental Health Association (CMHA) has a number of articles and resources available in recognition of Canada’s Mental Health Week (May 4-10) which are available here. CMHA calls attention to the fact that, when asked how they are, people and Canadians in particular often respond with, “I’m fine,” even if they are not. CMHA is promoting more social connection and “getting real about how you feel.”

We hope during this Mental Health Month, our blog readers will take the time to engage with these and other mental health leaders to learn more and promote better mental health for all people, especially in light of the daily stressors and crises we all face due to COVID-19.

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iCarol Support Team offering monthly live training sessions

With the cancellation of iCarol’s Annual Customer Conference, we will unfortunately miss the opportunity to provide our typical day full of in-person training on iCarol’s tools and features to help our customers carry our their work. However, to support our customers in the absence of this in-person event, the iCarol Support Team will begin offering monthly training webinars. We will use customer feedback and other data available to us to determine what topics to cover — ensuring that these trainings are providing the information you need and want most. These training sessions will be consistently held on the third Wednesday of each month at 2pm EDT.

The first monthly session will occur on May 20 at 2pm EDT, and is titled “Introduction to Reporting.” This training session will establish a foundation of understanding of the reports available in the Statistics section of iCarol, and provide fundamental knowledge about the data exports available in iCarol. This training can be considered a pre-requisite for future Support Trainings that will cover individual Statistics and Reporting topics in greater detail.

During this training participants will:

  • Receive a high level overview of Statistics and Data Exports in iCarol
  • Learn about the different reports and tools available in each area of Statistics
  • Review the data available in the Data Export tool
  • Begin to understand the relationships between the files included in the export

The Monthly Support Trainings are available exclusively to iCarol customers. To sign up, please sign into your iCarol system and navigate to the iCarol Help Center, where the registration link is provided in the Announcements area.

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