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iCarol at the National Crisis Center Conference

Salt Lake City skyline

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!

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Going “Beyond the Breakthrough” at the National Sexual Assault Conference

broken glass with sun shining through

CW: The following blog post discusses the topic of sexual violence and harassment.

On August 21st and 22nd, iCarol Director of Business Development, Polly McDaniel, and Solutions Expert Veronica Ross, will be in Philadelphia for the National Sexual Assault Conference.

This is our 3rd year at this particular conference, though organizations that address sexual violence prevention and help those who have experienced a sexual assault or other crimes have long been a part of the iCarol family. In the past few years though, iCarol has seen tremendous growth in the number of new organizations joining us that serve in this space. Over the course of many years serving this industry we have learned much about the unique challenges these organizations face, the nature of the work they do and the people they serve, and the tools they need to expand services in a cost effective but meaningful way.

One undeniable trend is the need to aid survivors through live chat or SMS/Texting, in addition to phone hotlines. While we’ve seen a monumental shift in public awareness of just how pervasive sexual violence is, and more willingness to listen to and believe survivors, there are still barriers in place that prevent people from sharing their stories. The means to ask for help in a way that makes people feel less vulnerable, or more anonymous, can make all the difference in helping someone break their silence and begin their next steps toward healing and recovery. We’ve spent the last several years actively working organizations to help them add on such services.

We’re also so excited to have seen how organizations that help survivors of sexual violence are expanding their services, and using innovative tools to do so. For instance, expanding their talent pools by allowing remote work, dispatching volunteer advocates to Sexual Assault Forensic Exam (SAFE) procedure, providing follow-up activities, and more services to support survivors.

If your organization supports those who have been affected by sexual violence, we invite you to review some of the resources we’ve pulled together to help you:

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eBook: Choosing Software for Survivor Support Services
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We’re looking forward to the opportunity to answer your questions and hear more about the amazing work you’re doing for sexual violence survivors in your community and beyond. If you are going to be at the conference, please stop by the iCarol booth! If you have questions or want to set up a meeting to speak with one of our Solutions Experts, please contact us.

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iCarol attending the National Association of Area Agencies on Aging conference

On Sunday, July 28 and Monday, July 29, iCarol Solution Expert Team Lead, Eliisa Laitila, will be at the National Association of Area Agencies on Aging (n4a) conference in New Orleans, Louisiana.

n4a is a is a 501(c)(3) membership association representing America’s national network of Area Agencies on Aging (AAAs) and provides a voice for the Title VI Native American aging programs. iCarol serves many organizations who are Area Agencies on Aging and therefore members of n4a, as well as other agencies in the aging and disability space. Aging and Disability Resource Centers, helplines that curb senior isolation and loneliness, and senior-focused information and referral services 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.

In some cases, Area Agencies on Aging and Aging and Disability Resource Centers are using statewide software systems, and local centers may not be empowered to use iCarol as their sole solution for service delivery. However, even in these instances iCarol can still help! Some centers use iCarol to provide important capabilities not included in a statewide solution, such as live chat or SMS/texting capabilities that expand services to a wider audience, public intake or eligibility screening forms, or web searches of available community resources.

For more information on how iCarol helps senior serving agencies, click here. If you’ll be at the n4a conference, please stop by and see the team at booth 203 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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“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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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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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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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!

Learn More

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Kelly Brown, Director of 2-1-1 Services at Interface, recognized among “2019 Women of the Year”

Reposted with permission from the original authors.

Congratulations to Kelly Brown, Director of 2-1-1 Services at Interface, for being one of the “2019 Women of the Year” in the 19th Senate District and the 37th Assembly District, an honor bestowed by California State Senator Hannah-Beth Jackson and Assembly member Monique Limón for her admirable 2-1-1 leadership in county and beyond, especially after last year’s tragic events.

Kelly is a nationally recognized 2-1-1 leader, sought after for her expertise and creativity. She’s tenacious, compassionate and oversees Interface’s dynamic 24-hour a day 2-1-1 Ventura operations. Kelly and her team has responded to countless local and national disasters, as well as the daily crises that flood into the 2-1-1 Ventura Contact Center ranging from serious domestic violence, homelessness and mental health crises. Our 2-1-1 Contact Center is growing as community partners see the huge value in leveraging 2-1-1’s reach and efficiencies.

Kelly will be honored together with Ventura County’s Kristin Decas of Port of Hueneme, Peggy Kelly from the Santa Paula Times and Jenifer Nyhuis of Vista del Mar Hospital during the 2019 Women of the Year Reception held on Friday, March 29th at Ventura County Credit Union in Ventura from 5pm-7pm.

When reached for comment, Kelly said:

“The work my team has done over the last couple of turbulent years has been difficult but the staff at Interface 2-1-1 have been able to rise up to meet the new challenges while maintaining the quality of our regular 2-1-1 work. I appreciate my Interface staff, our community partners, and our funders that have helped us to expand our range and reach in order to serve those that lost homes to disaster, and family members to violence.”



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Expansion of iCarol Support Hours and Service Offerings

Providing excellent customer service is a top priority for the iCarol team, and recently we have been working to enhance the ways in which we serve our valued customers. Below are details about several new initiatives we have implemented:

*NEW* Live Chat with Support

Beginning Friday, March 1, our Support Team is available through Live Chat during normal support hours for all of our customers as a part of our Standard Support Package that is included with an iCarol system subscription. Designated support contacts can initiate a Live Chat session with members of the support team during normal support hours by taking the following steps:

  • Log in to your iCarol system
  • Click ‘Help’ in the left hand menu
  • Click ‘Cases – contact the iCarol Support Team’ at the top of the screen
  • Click the ‘Live Help Online’ button in the middle of the screen, OR the ‘Chat Now’ button at the bottom of the screen

iCarol premier support packagePremier Support Package

We now offer a Premier Support Package. This includes all of the features of the Standard Support Package, as well as:

  • A member of the iCarol Support Team designated as the customer organization’s Technical Account Manager (TAM). This is an assigned member of the Support Team who oversees all requests for ongoing support assistance.
  • One scheduled, 60 minute team screen share/call per month between the TAM and the Designated Support Contacts, scheduled by the TAM.
  • If additional iCarol team members are brought in to best assist the customer, all interactions will be directed and managed by the TAM.

iCarol expanded support hours*NEW* Expanded Support Hours

We have added weekend availability to our normal support hours. In addition to our previous hours of 8am to 8pm Eastern Monday through Friday, members of our Support Team are available Saturdays and Sundays from 12pm to 5pm Eastern.

These are the hours during which our team is available to investigate and respond to support cases through the case management system, email, and live chat. In addition to these support hours, our technical and infrastructure teams will continue to monitor for system uptime and performance 24/7, and our Support Team has a process in place to routinely check the case queue for urgent issues at points beyond normal support hours, as has been our policy in the past.

If you are a customer and have any questions about the services outlined above, or if you would like to upgrade to Premier Support, please open a case with the Support Team. If you are a not an iCarol customer yet, please contact us. We would love to hear from you.

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What would you like to learn about at the 2019 iCarol User Group Summit?

Each year, one of the largest gatherings of iCarol users takes place at the Alliance of Information and Referral Systems (AIRS) Training and Education conference. As a part of this conference, iCarol holds an all-day User Group Summit the Sunday before the conference officially kicks off. At this Summit, we hold the traditional User Group meeting that covers company plans, ongoing developments, and strategies for the year ahead. However, our User Group Summit is a more than just the user group meeting. We also offer free, in-depth and hands on iCarol training so our customers can get even more value from their iCarol systems, and elevate their I&R and technical skills at the same time.

We’re in the process of planning this year’s Summit, but we’d really like to know — What do you want to learn about?

We’ve put together a brief survey so you can share your thoughts with us, which we’ll use to ensure the topics addressed in the Summit are suited to our customers’ needs. Don’t miss your chance to share your ideas, the survey will only stay open until the end of the day on Thursday, February 14!

Take the Survey

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