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.
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.
As another year closes and a new one begins, we naturally reflect on the accomplishments, celebrations, and important moments of 2019 while anticipating all that lies ahead. Personally, I consider the past year to be one full of progress, both in the industries we serve and here at iCarol.
All year we engage with our customers at industry conferences, forums, and in other capacities so we can be intimately aware of the topics currently affecting them and others on the horizon. This helps us to respond in kind to meet these needs with new, innovative solutions from iCarol. This year was no exception – we have seen movement across all of the industries we serve that open opportunities for our customers that we are actively exploring ways to support using iCarol software.
In the world of Information and Referral, the topics of Social Determinants of Health, Closed-loop referral, and further encouragement to engage in partnerships and collaboration all show promise for many exciting opportunities for our customers. Those working to address sexual and intimate partner violence continue to advocate for education, awareness, prevention, improved response, and justice for all those who experienced a crime. We’re excited to see their advocacy result in new legislation across several states that extend statutes of limitations for crimes, signaling better recognition of the complexities and time involved for survivors to report, and improved allocation of resources towards testing material from forensic exams, improving the chances that survivors will receive justice. In December, the United States Federal Communications Commission unanimously voted to establish a three-digit number to reach the National Suicide Prevention Lifeline in the next 18 months. This is long sought after acknowledgement that mental health emergencies deserve the same attention and response as the types of emergencies reported to 9-1-1, something suicide prevention advocates have long been pressing for as a way to prevent suicide. Finally, concerns about consent for contact and data privacy continue to loom large across the world. Previous years have given us CASL in Canada and GDPR in the EU, both sweeping and comprehensive sets of regulations. Now we are beginning to see individual states and provinces taking on the task of writing their own legislation to protect consumers from having their data harvested and sold without their knowledge and consent, most notably in California’s Consumer Protection Act. We are doing all we can, and relying on our resources available through Harris Computer, to make sure that we are in full compliance with such laws, and that our customers are aware of how these laws may impact them directly.
These are just a few examples of developments impacting our customers in the year ahead. Of course we will look for any ways iCarol can support our customers through these changes, and help them carry out their life saving work. Look for more from us on our blog and webinars for updates on how we are addressing these topics.
The industries we serve aren’t the only ones experiencing progress – iCarol, too, went through positive changes in 2019. In December we moved to a new infrastructure on which the iCarol web application runs – Microsoft Azure. The migration to this new platform was the culmination of a year’s worth of planning and effort, and was not without its challenges and setbacks, but we are delighted to now be fully operational in the new environment and excited for all it means for our customers. Microsoft Azure will help us provide the most up-to-date, technologically advanced platform available. We can scale and ramp up performance as needed to meet increases in system use, whether it be due to an event, disaster, or the normal periodic demands on the system that occur for monthly exports and reporting. We are delighted not just by the way this move allows us to be more responsive to system demands, but knowing that Azure offers built-in security services that include unparalleled security intelligence. We are very excited to track data over time to show how this new infrastructure improves performance and stability, and supports the future growth in iCarol’s customer base.
I must acknowledge and express deep gratitude for the great support and patience we received from our customers during this transition and in the months prior. Our customers exercised immense trust and patience with us as we developed the plan to make this sweeping change to our infrastructure. Their user testing of the new environment, feedback, and communication with us greatly contributed to the success of this project. I cannot say enough wonderful things about our customers as essential partners with us on this journey.
There is much more to share about what was accomplished in the year behind us, and what’s on our agenda for the year ahead. Later this month we will host a “State of iCarol” webinar for our customers reviewing 2019 progress and our plans for 2020. You can also look to our blogs and email updates, and for customers, our Admin Dashboard, for more exciting information as it develops.
So, as this new year begins, I wish to thank everyone who makes it their life’s work to help others, most especially our customers, on behalf of the entire iCarol Team. Every day we see the positive impact you have on individuals and communities as a whole, and we could not be more honored to play a small part in the amazing work you do. The team at iCarol is excited to see what 2020 holds and hope for continued progress towards a safer, happier, and healthier society thanks to the work you do.
Beginning in 2011, when the United States Senate first recognized Information and Referral Services Day, November 16th was designated to raise public awareness and recognize the critical importance of the I&R field.
Every day thousands of people find the help they need quickly, conveniently and free of charge because of Information and Referral (I&R) services. I&R services come in all shapes and sizes, from crisis lines that provide their local community with a core set of human service referrals, to larger scale 2-1-1 centers providing comprehensive Information and Referral services to entire states or provinces covering many different topics and types of services.
Information and Referral is the art, science and practice of bringing people and services together and is an integral component of the health and human services sector. People in search of critical services such as shelter, financial assistance, food, jobs, or mental health and substance abuse support often do not know where to begin to get help, or they get overwhelmed trying to find what they need. I&R services recognize that when people in need are more easily connected to the services that will help them, thanks to knowledgeable I&R professionals, it reduces frustration and ensures that people reach the proper services quickly and efficiently.
The people who work these lines are consummate professionals who are often times like living, breathing encyclopedias; providing answers to questions ranging from, “Where can I get a free meal for my family” to “There’s a horse running loose in my neighborhood, who do I call?” We at iCarol are really honored to have so many Information and Referral services all across the world use our software to help provide these services to people who reach them via phone, chat, text, or through intake and screening forms or resource searches on their websites.
If you’d like to learn more about what iCarol does to support efficient referral management, check out this page of our website that goes over some of those features.
Happy I & R Day, everyone, and kudos on the awesome work you do connecting people with the services they need, and addressing the social determinants of health in your communities!
A Public Resource Directory (PRD) — the iCarol feature that empowers iCarol customers to allow their resource database to be accessed and searched on the web — is an invaluable tool, especially for 211s and other Information and Referral contact centers who need to provide their communities with modern ways to find help using self-service and other alternatives to making a phone call.
When a website visitor is browsing a PRD and collecting resources to pursue, they want easy ways to save the information so they can access it when they are offline, share it with a friend or family member who needs assistance, or simply keep a local copy of the resources they’re planning to pursue accessing services from.
iCarol customers using the Public Resource Directory 2.0 version can allow public visitors to their iCarol Public Resource Directory to download a PDF of a resource record, providing another option to make the resource record information portable, accessible, and shareable.
iCarol customers using the PRD 2.0 can learn more by accessing the Help Articles knowledge base when signed in to their iCarol web application.
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.
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.
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.
As we mentioned in our recent blog about the iCarol Ideas Portal, quite a few recent and upcoming enhancements to iCarol are a direct result of contributions and engagement on the portal. That includes these recent enhancements to Automated Verification — the iCarol tool that helps you keep Resource records accurate on a regular basis, and helps maintain AIRS accreditation, with less manual work by your Resource Management staff.
Automated Verification Request Email Outcomes and Bounced Email Notifications
Whether you’re sending just a handful or a hundred of requests for verification out to service providers, it’s nice to know what happened to those emails and if they made it successfully to their destination. With this latest enhancement, you now know even more about the outcome of those emails, specifically whether or not they “bounced,” i.e. they encountered a problem along the way and did not make it to their intended destination. This would happen particularly if the email address wasn’t valid, which tells your Resource Managers they may need to contact that organization to verify a valid email to use for future Automated Verification Requests.
In addition to seeing the bounced status when viewing the original request page, the Resource Specialist who initiated the request will also receive an email notifying them that the request bounced and did not make it to the intended recipient. The additional notification via email will help alert them to the fact that the verifier did not receive their Automated Verification request, which could help them address and resolve the issue more quickly.
Initiate an Automated Verification Request While Editing a Resource Record
Sometimes you may want to initiate an Automated Verification Request for a single record in your database. You could certainly do this using the typical method of going to the main Resources search screen, choosing the “Verify” option, and searching for the record you wish to verify.
However, often when a single verification is needed it’s because the Resource Manager was actively reviewing the record and notices it needs an update. Or, perhaps another staff member has flagged the Resource and the Resource Manager is investigating. In these and many other cases, it would be very convenient to initiate an Automated Verification Request right then and there, for that single record, without having to go to the main Resource search page. Well, now you can do exactly that! While editing a record, in the section that outlines verification information, a link appears that can initiate the request. When clicked, the link takes the Resource Manager to the page where they configure the request settings.
We hope our Automated Verification users enjoy these two enhancements to the feature. We think they’ll help maintain Resource accuracy while saving your Resource Specialists some time in the process.
At the 2017 Startup in Residence Demo Day held this past month in San Francisco, participating groups were given 5 minutes to present their collaboration’s technological solutions to identified problems. iCarol and skyClutch were delighted to work together with the Our Children Our Families Council (OCOF) as one of the participating groups. skyClutch is an independent company which aims to help their clients with better resource delivery through user-friendly website integration. San Francisco’s Our Children Our Families Council works to make sure the resources of the city of San Francisco are directed toward helping children and families thrive.
The identified problem? Many of our youth and their families have the burden of searching multiple directories and portals for information but none of them are comprehensive. Most online directories provide basic health and human service listings, but do not include out-of-school activities, in-school services, child care openings, affordable housing listings, or information on medical support groups. The Our Children Our Families Council, a collaborative effort with the San Francisco Mayor’s Office and San Francisco Unified School District, seeks to create a comprehensive digital service directory, which would include all publicly-funded and publicly-administered services for children, youth, and their families including San Francisco Recreation and Parks, Department of Children Youth and their Families (DCYF), public safety resources, childcare, housing, health care, legal aid, and more. Currently, service data is decentralized and often inaccessible to the populations most in need. Much of the current service data is locked in proprietary silos maintained by individual organizations in different formats and is inaccessible to other departments, agencies, and stakeholders.
The proposed solution: A digital directory that connects disparate data sets into one holistic portal to increase accessibility and uptake of services to help San Francisco families thrive. Intended users are students, parents, teachers, counselors, youth, community based organizations, and city departments. The site would have front-end (e.g., homepage) that links to multiple search portals, which are unique to a particular data structure, user segment or issue such as transitional aged youth (TAY), child care, or housing. The goal is for the front-end to be user-friendly, translated into multiple languages, and mobile friendly. Users can search the service inventory via text field, location search, category search and bookmark, print, save, and share the resources they’ve identified and plan to access.
Moving forward: The Our Children Our Families Council is focused and committed on building, in partnership with iCarol and skyClutch, a centralized database of all San Francisco’s publicly-funded and publicly-administered services for children, youth, and their families. Through the use of the iCarol Resource API, skyClutch and the operational support from the Mayor’s Office of San Francisco and the San Francisco Unified School District, children and families awareness and ability to access needed resources will increase. The centralized database system will also allow the city to be more cost effective in how it can make residents aware of services and address resident needs. Behind the scenes, it also assists the city in knowing what types of services residents need most and what gaps there may be, ultimately helping the city strategize and improve response. And finally, it reduces frustration and builds trust between residents in need and their local government offices.
We are proud to be the chosen technology platform for OCOF’s service inventory and are very excited for the positive impact this project will have on children and families in San Francisco.
What is the STIR Program?
Local governments are under increasing pressure to meet constituent needs and engage with the public in innovative and cost effective ways. But, spending time and money on innovation is not always easy for city governments already stretched thin and busy with the day-to-day work operations. The Startup in Residence (STIR) initiative began in San Francisco in 2014, with the goal of solving civic challenges and addressing residents’ needs by pairing up government agencies and startups.
The partnered startup and governmental department work together over the course of 16 weeks to address a specific challenge using a co-developed technological solution. While the STIR program originated in San Francisco, it has since expanded to the nearby cities of Oakland, San Leandro and West Sacramento, with plans to go nationwide in 2018. You can learn more about STIR’s origin and history by watching this brief video.
There are over 100 different “standard” fields available for use in your iCarol Resource Database which allow you to track and curate resource information you need to help your community. Some of these fields include Phone Numbers, Address, Languages Spoken, Description of services, etc. and are commonly used in the industry to describe what a service is, how it is offered and who it serves. But, you may not wish to have all of these fields appearing and populated on each level of the resource “hierarchy.”
For example, many people choose to have fields like Address and Phone number shown only for the Program, Site, or ProgramAtSite resource records, and not the Agency record level. There are probably several fields that you don’t wish to appear on the Public Resource Directory listing for the public, but you would like to have them appear in your internal iCarol system for your I&R and Resource Specialists. Customizing the fields being shown and editable at each level of the resource hierarchy is controlled using iCarol’s Resource Field Visibility tool, which recently underwent some very helpful enhancements.
Why the Changes?
These enhancements are a direct result of the feedback we’ve received from clients about this tool. Among this feedback was that the tool took too many clicks to operate, not all fields were available, some fields that were available shouldn’t be, and more. In addition to this feedback about what wasn’t working, clients offered some great suggestions on what could be added, such as ways to control the visibility of fields appearing on resource PDFs, and ways to enhance resource quality by requiring some fields to be required and always have values or text entered when editing.
Important note, we’re making the new Field Visibility tool available users now as a BETA feature. We welcome you to use it and test it out, and report any problems to the Support Team. Right now the new tool is available for configuration by Admins and those with Resource Manager security settings, but please note that the new Field Visibility settings and new version of the tool will not be applied to your system until you switch over to use the new tool (instructions below). Right now, these settings can only be used to control Resource Viewer, Resource Editing, Resource Auto-Verification, and Resource PDFs. Support for either version of the Public Resource Directory and Resource API are coming very soon.
The New Tool
To get to the Field Visibility tool, take the following steps:
On your left main menu in iCarol, click on ‘Resources’
Click on ‘Manage Resources’
In the far left column click on ‘Field visibility’
You will arrive at this page.
When you navigate to this Field Visibility Settings page, you’ll note that to the right is a setting which shows which version of the Field Visibility tool you are currently using. Until you switch to ‘BETA: New field visibility settings,’ your settings as they are on the old tool remain in place. Warning: If you click on ‘BETA: New field visibility settings,’ you will be switched over to the new tool. We advise that you first configure your new settings before making the switch.
To explore the new settings page and/or begin configuring settings using the new tool, click the link to the right that says ‘Setup my new field visibility settings.’
Like the old tool, the field names appear down the left, and there are four columns to represent each level of the resource structure hierarchy: Agency, Program, Site, and ProgramAtSite.
There are a few new key things to note on this page:
The new tool can currently be used to change the following areas: Resource Viewer, Resource Editing, Resource Auto-Verification, and Resource PDFs. To decide which of these you want to change the visibility settings for, select the appropriate one from the dropdown list.
Where appropriate, for instance the settings used for Resource Editing, you can note that a field should not only be visible, but should also be required to have a value or text entered. Some fields, like ‘Name,’ are already set to be required and this is not editable, as having a Resource name is necessary in every record. These requirement settings will help you ensure important and necessary fields are not left blank, and results in cleaner and more accurate resource data management.
There is a “Select all” or “Apply to all” setting at the top of each hierarchy column, allowing you to either turn visibility on or turn it off for every field* in the list with a single click.
*does not apply to the ‘Name’ field as this must always be visible.
If you use Custom Fields, they appear at the bottom of the fields list. This allows you to control Custom Field Visibility in the same place as all other Field Visibility, rather than needing to navigate to the Custom Fields settings area of iCarol’s resource management tools.
While changing your settings, it may help to have the field names appear alphabetically rather than having to sort through their typical groupings. Here you can change the field order from grouping to alphabetical and back again.
If you haven’t yet Saved your changes and would like to undo the settings changes you made, simply click the ‘Undo Changes’ button. After clicking this button and clicking through a warning message, all settings will revert to what they were at your last save point.
When you are ready to save the Field Visibility settings, click the ‘Save Field Visibility Settings’ button.
When you’re satisfied with the settings under the New Field Visibility Tool, and have saved your settings, you can then switch over to putting the new tool into use whenever you like. To do that, simply click the ‘BETA: New field visibility settings’ button.
We hope you enjoy the New Field Visibility tool and that you find it useful. Our goal was to apply all the helpful feedback we’ve received over time and make the process more streamlined and efficient, while offering even more options, control, and helping with clean data management. If you have questions or need to report any issue with the BETA of this tool, please contact the iCarol Support Team.