In the industry we serve, collaboration is key. iCarol customers often need to join together with partners — another helpline, Community Based Organization (CBO), funder, or government office — to provide continuity of care to people in need, obtain funding, and enhance their relevance and marketability as a community partner and vital provider of services. At iCarol, we see it as part of our mission and stewardship of that data to help our customers harness it to do more.
What types of collaborations do our customers engage in?
- Sharing Resource Databases or Contact Forms with other contact centers in their statewide or regional network
- Making warm transfers to other service providers
- Engaging in after-hours call handling agreements
- Sharing service inventories/resource database records with local libraries, hospitals, and other interested entities
- Dispatching Mobile Crisis Teams or other services to people in need
- And much, much more!
We’ve helped so many customers with such a variety of collaboration project, we even wrote an eBook to share our knowledge and help organizations get their projects off the ground.
Guest blogger Brenda Patterson is the Executive Director of CONTACT the Crisis Line in Jackson, Mississippi, and serves on the Board of Directors for CONTACT USA.
With all callers/chat visitors we practice active listening and unconditional acceptance. We try to use open ended questions when facilitating conversations and summarize the caller/chat visitor’s plan as we close the conversation. When talking to an individual with an intellectual/developmental disability there can be additional considerations. Let’s look at five:
- Person first language is a topic all by itself. Whether or not you know at the beginning of a call or chat if the individual has a disability using person first language in any conversation is important. Person first language emphasizes the person, not the disability. By placing the person first, the disability is no longer primary, but one of several aspects of the whole person. Examples include: “person with an intellectual disability,” “person who has autism,” “person who is blind,” rather than “the mentally retarded,” “the autistic,” or “the blind.” Also consider how you refer to their challenge and devices that help them adapt. Using phrases such as “person with an addiction/mental health concern” “one who uses a wheelchair” instead of “mental patient,” “drunk,” “druggie,” “invalid,” or “wheelchair bound” is preferable.
- Consider that people with intellectual/developmental disabilities often share the following thought processes:
– Difficulty with fluidity and flexibility of thinking
– A dislike of ambiguity (black and white thinking)
– Difficulty prioritizing and breaking down tasks into manageable projects
– A tendency for poor generalization skills (a person belongs in one and only one
environment and utilization of a skill in one situation but not others)
Recognize that individuals with an intellectual/developmental disability may think logically about concrete events, but have difficulty understanding abstract or hypothetical concepts. The use concrete examples when facilitating problem solving is helpful.
It’s important to dispel the myth that people with intellectual/developmental disabilities cannot benefit from therapy. In reality many different types of therapy have been found to be effective in treating people with developmental disabilities. Do not hesitate to mention therapy as an option. Although it generally takes longer for people with developmental challenges to make changes, those changes are stable once made.
Because there are higher incidents of abuse in people with any disability, the likelihood of trauma related symptoms occurring are greatly increased, which can be mistakenly attributed to the person’s developmental disability or pre-existing mental illness. Trauma responses generally represent a change from the person’s normal level of functioning.
While there are a number of additional tips to consider when talking to an individual with an intellectual/developmental disability, and there are tips which are specific to individuals with Autism Spectrum Disorder these are primary and apply to all individuals with a developmental disability.
With all callers we want to empower them to advocate for themselves and to generate their own solutions, as well as connecting them with services that can further assist them. Whether you are talking to the individual with an intellectual/developmental disability or their family, it’s important to ask if they are receiving Home and Community-Based Services (HCBS) as provided in the state they live in. HCBS provide opportunities for Medicaid beneficiaries to receive services in their own home and community. While waiting lists can be long, the services provided are invaluable and making application early in the individual’s life is important. It can mean they will have the support they need to be independent in adulthood and be happy and content in the life choices they have made.
This week, Polly McDaniel, Director of Business Development, and Veronica Ross, Solutions Expert, are joining crisis center directors and staff from across the US at the National Crisis Center Conference in Salt Lake City, Utah.
The theme of this year’s conference is “Reaching the Summit: Innovate to Elevate.” Of the theme, organizers say, “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.”
At iCarol, we are strong proponents of innovation as a means for a crisis center’s growth, improved efficiency, and better outcomes for the people they serve. We’re very excited to partake in the conversations at the conference this year, and to see how we can help crisis centers innovate to elevate their service delivery.
The two entities presenting this conference, CONTACT USA (CUSA) and the National Association of Crisis Organization Directors (NASCOD) have a phenomenal history of supporting crisis work and we recommend considering membership for your service if you are a helpline, warmline, crisis center, suicide prevention service, or similar organization. By joining them you’ll discover fantastic networking and knowledge sharing from caring individuals who can relate to your day-to-day joys and challenges as a manager or executive director of a not-for-profit. Find out more about CUSA membership here and NASCOD membership here.
Our history with this group and conference is our longest association, going way back to iCarol’s earliest days, and many of the helplines and crisis centers who host this conference were some of iCarol’s earliest users. It’s a long standing relationship that we value and we’re proud to not only attend but are also long-term sponsors of this important gathering organized by pillars of the helpline industry.
As with all conferences we attend, we welcome the opportunity to connect with old friends and new ones. We’re eager to hear about your latest projects and discuss ways iCarol can support you and the needs of your community. Both Polly and Veronica will be on hand throughout the conference to answer questions and talk about how iCarol can help. We look forward to seeing you!
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!
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.
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
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.
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
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.
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.
As the end of 2018 approaches, we want to take the opportunity to provide some housekeeping tasks for you to review. We know how busy you are every day of the year, and even if you already have processes in place for these tasks, getting them done might fall to the bottom of your to-do list sometimes. Now is a good time to review these housekeeping tasks to help you get the most out of your iCarol system, while you’re getting ready for another exciting year!
Review Draft Contact Forms
It’s a good idea to designate a user with appropriate permissions to review all Contact Forms in DRAFT and ensure they’re either submitted or deleted by the end of the year. This is important because any Contact Forms in draft mode aren’t included in Statistics or Data Exports reports, so you could be missing import reporting data if forms documenting completed calls are left in draft mode. And erroneous drafts can clutter up your draft list, making it harder for your staff to see the drafts that actually need to be reviewed and completed. To learn more about draft Contact Records, read this related help article.
Set Obsolete Contact Record Custom Fields To “Inactive” Status
The information you need to collect on your Contact Forms may periodically change. For example, perhaps a project your helpline participates in ends, and you no longer need to collect that piece of data. It helps keep your forms tidy, and reduces time spent by your volunteers, if these unnecessary fields are hidden from the form entirely. This cleanup can be done at any time, but the end of the year is a perfect time to review the relevancy of your form’s fields. To learn more, read this related help article.
Disable Inactive Custom Fields in Contact Forms from Appearing in Statistics Call Content Filters
If you’ve made changes to your Contact Forms, and set any custom fields to ‘inactive’ because they were no longer being used, now is a good time to review those inactive custom fields, and determine if the setting to ‘Use as a filter in Statistics’ should be disabled. If you no longer need to run reports on this information, it may help to have that filter removed from the list entirely. This way, your reporting staff will only see applicable filters when applying them to reports, saving them time as they browse through the list of filters. To learn more, read this related help article.
Disable Vols-Staff from Accessing iCarol
It’s likely you had users leave your organization throughout the past year for any number of reasons. Even if you have a process in place already for what to do when users leave your organization, now is a good time to review your Vols-Staff profiles to ensure you’ve disabled users from accessing iCarol, when appropriate. This not only keeps them from accessing data they are no longer authorized to have, but also ensures they won’t be called or emailed by your active volunteers for help covering a shift. To learn more, read this related help article.
Review Organization Contacts
During the year your designated Billing or Support Contacts may have left your organization, but you forgot to update your iCarol system accordingly with this information. To avoid unpaid invoices or delays in sending Support requests, it’s good to occasionally make sure the proper contacts are assigned to these roles. Read this help article to learn more about your organization’s designated contacts, and how and why to keep them up to date.
It’s best practice to periodically create a backup file of your Resources, in case you need to access them offline for any reason. These files can then be especially helpful if your organization experiences problems with internet connection, but you are still able to handle interactions (i.e. take phone calls, or handle walk-in requests) and provide referrals. You can create this backup file using our standard Resources Data Export tool, or even better, use the Specialized Exports of Resources to Word/Excel feature if your organization is subscribed to it, which provides even more flexibility in how these exports are presented and organized. Use the links above to read the related help articles to learn more about each tool to create a backup of your Resources.
Backup Contact Records
It’s also a good idea to create an offline, back-up copy of your Contact Records for your users to access in case your organization ever experiences problems with internet connection. Depending on the complexity of your forms, you may wish to simply save a printable version of your Contact Forms for your users to print out, or for more complex Contact Forms you may wish to transpose your Contact Forms into an editable document so your users can fill out the form on the computer. Some of our users even create paper copies for use in the event of a full power outage. Then, once internet connection is re-established, you should have a process in place to enter the data into iCarol so the interactions are included in statistical reporting.
It’s likely your organization already has processes in place to complete most of these tasks throughout the year. But if you don’t, now might be a good time to consider if you want to develop any processes for the new year to help you stay on track with completing these tasks on a regular basis so you’re optimizing your iCarol system.