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Posts Tagged ‘Helpline software’

New SMS Options: Text Notifications and Send Text Messages to Other Users in your iCarol System

Our clients spoke and we listened! Many clients expressed a wish for iCarol to be able to leverage text messaging in new and different ways. Therefore, we added three new ways to use text messaging in iCarol. This article will outline how to send text notifications and text messages to other users in your iCarol system, and a future article will outline how to conduct follow-ups via text message. These new options carry no set-up fee, but you will be charged a monthly fee for the text messages sent, at a rate of $40/1000 messages/month.

The new SMS options will first need to be turned on by an Admin in your iCarol system. They can be found by clicking Admin Tools in the left hand menu, and then the “Messaging” tab. Doing so will take you to the page pictured below, where you will want to click the box next to the first two options to place a check mark there, then click the “Save all settings” button at the top of the screen.

1 Admin Tools

Those individuals who would like to be able to receive SMS messages from other users or would like to receive notifications via SMS will need to edit their user profiles to include a mobile phone number, and to give permission for SMS messages to be sent to them. To do so, the user, or an Admin on their behalf, will click Vols-Staff in the left hand menu, then click on the name of the person whose profile they would like to edit. Next, click the Contacts tab, the click the Edit button at the top of the screen. Next, enter a phone number into the Mobile Phone field, and click the box next to “I permit SMS’s to be sent to this mobile phone” to place a check mark there. Finally, click the Save button at the top of the screen.

2 Profile

Please note the text in red. SMS messages from iCarol may be sent at any time. It is suggested that if you would not like to receive SMS messages during certain time frames, you explore your mobile phone options to determine if there is a setting you can use to delay delivery of SMS messages to certain time frames. Most mobile phones have this option so that, for example, it can be set so that SMS messages are not delivered between the hours of 11pm and 9am. Any message that might have been sent during that time frame is not delivered until after 9am. Alternately, most mobile phones also allow users to set their phone to silent, so that the notification sound that usually plays when a phone call or text message is received is not heard. Once the option to send SMS notifications is turned on, additional options are displayed on the Notifications tab of user profiles as below.

3 Notifications

Each individual, or an Admin on their behalf, can edit these options to indicate which notifications they would like sent via SMS.

To send a SMS message to another user, follow the steps below.

1. Click Vols-Staff in the left hand menu
2. Click on the name of the person you would like to send a message to
3. Click the Contact Info tab of the user profile
4. Click the mobile phone number
5. A new tab or window will open where you can type your message and send it

4 Send SMS

Non-Admin users can only send SMS messages to one user at a time. Admin users can send a SMS message to multiple users at once. They would do so by following these steps:

1. Click Vols-Staff in the left hand menu
2. Click the boxes next to the names of the people you would like to send a SMS message to, so there are check marks placed there
3. Scroll to the bottom of the screen and click on the Send SMS link

5 Select coworkers

4. The form to type your message and send it will appear

6 Send SMS

A new report has been added to the Statistics page of iCarol to help you track how many SMS messages are being sent from your system. Admins can access this report by clicking Statistics in the left hand menu, then the Messaging menu. This report contains several filters so you can determine from what area of iCarol the SMS messages are being sent. “Between Staff and Volunteers” is the option to choose if you would like to see how many notification messages and messages between users are being sent.

7 Statistics

If you have any questions or need any clarification on this functionality, please do not hesitate to send a case to iCarol Support!

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iCarol Webinar: Enhancement Review and Future Plans

Webinars w gray

We’re committed to providing excellent communication about iCarol capabilities, updates, and planned enhancements on regular basis. So, we’d like to invite you to join us for our quarterly review of recent enhancements, as well as a peek at what’s ahead, in a 30-minute webinar this Thursday.

In this fast-paced webinar, we’ll go over the newest ways you can streamline your day with new tools sprinkled throughout iCarol. Hosted by Shelley, our product manager, this is part of a quarterly “new feature review” series. We hope you’ll join us for this webinar on February 5th at 1pm EST.

In this webinar we’ll go over:

  • Quick refresher on 2014 new feature highlights
  • Review recently launched new features
  • Enhancements coming soon
  • How to keep up with new enhancements
  • How you can impact new feature development

Remember, if you’re an Administrator in iCarol, in your Dashboard view, you can also view enhancements and changes in the “Announcements, Tips, and Tricks” and “Release History and Future Plans” sections, but these webinars will go a little further to explain the new features, and allow time for your questions.

We think this webinar will be most beneficial and interesting to current iCarol clients who are Program Managers or Directors and use iCarol at an Administrator security level, or those who are considering subscribing to iCarol. That said, all are welcome to attend. We hope you’ll join us on February 5!

Click here to Register

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What we took away from NOMORE.org’s ad

The famous pro-football championship game that aired last night (honestly, it’s unclear whether we’re allowed to use the trademarked name in our blog, so let’s err on the side of caution, shall we? 🙂 ) is arguably watched for its commercials just as much as it is for the game itself. As usual, this year’s game produced a number of ads that are generating lots of conversation, both good and bad. It was a great year for ads that focused on social awareness. For instance the “Make it Happy” ads by Coca Cola advocate for positivity in response to bullying on the internet and social media. The “Like a Girl” ad reminds society to stop using that phrase as an insult. And after a year of controversy surrounding the NFL’s handling of domestic violence, there were ads tackling that topic as well.

Last week the organization NOMORE.org released a very powerful ad, which was also shown during the game. If you haven’t seen it yet, check it out below.

This is easily one of the most compelling, important tv spots I’ve seen in a long time. When I first watched it I felt sad, scared, and anxious as I listened to the exchange between the woman and the 9-1-1 operator. It’s one thing to understand what domestic violence is, but it’s quite another thing to hear the call for help.*

There are several messages I took away from the commercial. How isolating domestic violence is, for instance. Or how resourceful and resilient survivors of domestic violence are. But for me the most resounding message came at the end of the ad with the text on the screen: “When it’s hard to talk, it’s up to us to listen.”

Finding the strength to speak up can be difficult. Finding someone who can listen, who can read between the lines if necessary in order to help — that’s even harder. And we know that helpline workers use their expert skills to do this with clients every day, not just when it comes to domestic violence, but in identifying child abuse, or thoughts of suicide. You’re able to weed through their words, to pick up on the slightest hint of what’s below the surface, and uncover the deeper issue.

But there are lots of times when a verbal conversation just isn’t possible at all. The woman portrayed in the ad was able to make an excuse to use the phone, and cleverly found a way to call for help without her abuser realizing it. There’s a reason why efforts are underway to enable texting to 9-1-1. Local law enforcement and emergency services are recognizing that in some situations, a phone call is dangerous or impossible.

More and more, help seekers reach out via chat or text instead of a phone call, too. Sometimes because of personal preference, and sometimes because silence is necessary. The instance shown in the ad is just one example; certainly chat or text has been used by those affected by domestic violence to reach out for online emotional support, or even receive emergency rescue during a violent incident. But there are other scenarios where this might be needed, and they may not all be as dire as the call in the commercial.

Think of the teen who wants to discreetly discuss his sexuality without risking a parent or sibling listening in on the conversation. Or the young woman at a party who is feeling anxious and upset, but can’t verbalize that to the friends she’s with and doesn’t want others to overhear. A child may have just been bullied in the hallway at school, and they find it much easier to hop on a library computer for a chat session than it is to make a phone call.

There are plenty of instances where someone needs to talk, but they can’t say the words outloud. It’s important that we be there to listen through the channels the help seekers want to use.

* While the call in the commercial feels very real, it is actually a re-enactment of a real call to 9-1-1

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What is “Restriction and Certification” in iCarol?

Restriction and Certification can be used to restrict access to confidential information stored in iCarol based on where the user logs in. If Restriction is enabled, confidential information stored in call repots and caller profiles can only be accessed from computers or networks that have been certified.

*Very Important Note* Restriction and Certification can only be used on PCs. Unfortunately, this functionality cannot be used on Apple products.

To use Restriction and Certification, the first step is to access the Tools tab of Admin Tools and place a check mark in the box next to “Use Restriction”, in the Restriction and Certification section, then click “Save all settings” at the top of the screen.

Admin Tools Setting

By default, Admins and Supervisors are not affected by Restriction, meaning, no matter where they log in, they can access the confidential information in iCarol. If you would like to restrict Admins and Supervisors as well, you can place check marks next to the appropriate settings on this page.

Next, you will need to download the iCarol Certification tool, and certify the computers from which users can access confidential information. To do so, click “click here” at the bottom of the Restriction and Certification section, and follow the steps noted. Once the tool is downloaded and installed on the computer you wish to certify, open the certification tool and enter your login and password, plus a name for the computer you are certifying. Please note, if you certify one computer on a network, all computers on that network will be treated as certified and can be used to access confidential information.

Certification tool

There are two settings in Advanced Security settings related to restriction and certification. These settings are found in the left hand column of the Call Reports section.

Advanced Security Settings

The first setting is “Can certify computers”. By default, Admins and Supervisors can certify computers using the certification tool. If you would like individuals at other security levels to be able to do this, you can check this setting.

The second setting is “Exempt from Restriction (can always see call reports)”. This setting is used if you are using Restriction in your agency, but want a particular person to be able to access confidential information wherever they log in.

If you have any questions about how to use Restriction and Certification, please do not hesitate to contact the iCarol Support team.

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Deleting vs. Disabling a User Profile in iCarol

We recommend that when staff or volunteers leave your agency or discontinue service with you, that you disable their user profile rather than delete it. We recommend that you only delete a user profile if it was created by mistake, or the user has not done any “work” in iCarol (signed up for shifts, submitted call reports, created or edited resource records, etc.). This is because when you delete a user, all interaction he or she had in iCarol will no longer be attributed to them. For example, you will no longer be able to see which shifts they served, which chatboard posts they created, which call reports they submitted or which resource records they created or edited. Instead of listing a name in call reports and resource records, “unknown or deleted” will be shown. If the user is disabled, their name will remain on the interactions, but they won’t be able to sign into iCarol.

To delete a user, follow these steps:

Click on Vols-Staff in the left hand menu, and then click on the name of the person you would like to delete. Once you are in the user profile, click the edit button at the top of the screen.

Edit Profile

The buttons at the top of the screen will change. Click the Delete button.

Delete a vol

Warning text in red will be displayed, explaining the effects of deleting the user profile. If you delete the profile, the effect is irreversible and we cannot recover this information for you. If you are sure you want to delete the profile, click Confirm deletion.

Delete warning message

To disable a user, follow these steps:

Click on Vols-Staff in the left hand menu, and then click on the name of the person you would like to disable. Click the Admin tab in the user’s profile, and then click the edit button at the top of the screen.

Vol profile Admin tab

Click the drop-down menu next to iCarol Account and choose Disabled, then click the Save button at the top of the screen.

Save Changes

If you have any questions, please do not hesitate to submit a case to the iCarol Support Team!

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National Council on Problem Gambling Conference Recap

Donna and Eliisa recently attended the Pre-Conference symposium at the 28th National Council on Problem Gambling Conference in Orlando, FL at the Hyatt Regency Grand Cypress. Members of our team attend conferences like this to ensure that we are on the cutting edge of the issues, challenges and experiences that helplines face.

The Florida Gambling Affiliate hosted the event. We’re happy to have just welcomed them to the iCarol family, as they went live on iCarol July 1st with phone, text and chat. One staff member said “iCarol has made my life much easier.” We love that feedback! It’s always great to hear that folks are finding their volunteer experience made easier or more enjoyable by using iCarol.

Brian Kongsvik is the Helpline Director and he did an excellent presentation on how his helpline works and the outcomes and follow up research of those that had contacted their helpline services. He reported that in his center, 79% indicated they had either stopped or decreased gambling since contacting their helpline services.

Eliisa Brian Donna

The breakout sessions gave us lots of great insight and presentations from a spectrum of sources. Donna from iCarol gave a presentation on chat and texting as well as the importance of integrated technologies. Anyone who has ever managed a helpline knows how easy it is to fall into the trap of using quick technology fixes to get by day by day. At the surface, you think it doesn’t cost you anything to do a quick update on a computer here and there, or utilize someone’s expertise to add a field into a form quickly, but soon you find yourself only able to do the report you need on one computer in the office and using a multi-step process utilizing many people every month just to do your routine monthly reports. The group was actively engaged, and for some the story of this vicious cycle hit a little too close to home! Integrated technologies like iCarol can help stop this cycle.

Donna Burrow presentation icarol NCPG conf 7-9-14

Bensinger, Dupont & Associates did a demo of iCarol’s live chat feature, which they use for several problem gambling live chat sites around the country. They noted they like the customizable programming to fit their unique needs.

Peer support networks and websites that people are accessing for help with problem gambling, other than calling, texting, and live chatting into helpline services, were discussed. Experts include GamTalk (Canada) and Gambling Therapy (UK). Both offer services run by licensed mental health professionals, with peer support from those in recovery from gambling addiction. These organizations offer a community (often anonymously) whereby they can build support communities around them.

The group also discussed the decrease of phone calls across the country to problem gambling helplines in the US. Among all the addictions, it was noted that those with a gambling addiction have the highest completed suicide rate among any other addiction. As such, those attending the pre-conference were fortunate to be given an opportunity to be trained in QPR (Question, Persuade, Refer). Best practices in advertising were shared, with some noting that billboards near casinos work well.

Unfortunately some heavy rain moved the welcome reception sponsored by the Seminole Tribe of Florida indoors instead of outside by the gorgeous pool area, but it didn’t detract the crowd or the fun. We had such a great time meeting so many of you from the various NCPG affiliates and gambling helplines. And of course to the new friends we made if you want to learn more about iCarol we’d love to hear from you. Give us a call, or join an upcoming webinar to learn more about us and our features.

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Exporting a subset of your referral database to Word and Excel

Often times our clients who do Information & Referral (I&R) need to export some or all of their resource or referral database to share with a third party. And while all Admins have access to the Data Export tool that gives them an Excel-readable export of all records and all fields, a more refined approach is needed for specific requests. For example, you might need to create a nicely formatted Microsoft Word document of just the Child Day Care providers in a particular city and just with a handful of informational fields. Or you might need to create an Excel listing of Food Pantries that serve Veterans in a three-county area. As well, you need to produce both of these files once per month and distribute them to your partners.

You can imagine that laboriously exporting all of your resource data and then laboriously removing fields and rows, then formatting it just the way you want to, could be very time consuming – especially if you have to do it on an ongoing basis.

That’s where iCarol’s Specialized Resource Exports to Word and Excel comes to the rescue. With it, you can create an unlimited number of “templates” with a targeted set of conditions and formatting to export just the resource data you want to Word or Excel, and have it formatted in the font type and size of your choice.

You start by naming a new template, choosing either Word or Excel, and indicating what record types (Agency, Program, Site) you want to be included.

Template summary

Next you specify which standard and custom fields you want included.

specify fields

Then you add any filters you would like to limit the exported records. Geographic filters indicate that records physically located within, or that are designated to serve, one or more areas are the records to be included. These areas can be as small as single postal codes, towns, cities, counties, regions, states/provinces or entire countries. You can even mix and match a number of different types of geographic areas.

Depending on what sort of categorization scheme you use – the AIRS Taxonomy or your own custom categorization – you can also add filters to include only those resources that area assigned to one or more of those categories.

Categorization

In addition to the many standard fields available for resources in iCarol, many of our clients add their own custom fields. For any that are either drop-down lists or check-boxes, they too can be added as filters to confine the resources included in the export down to just those assigned to one or more of these custom fields.

After you’ve saved one of these templates, at any time you can tell iCarol to perform an export based on its definition and within a few minutes you’ll have the file ready for your download, use and distribution. As well, we’ve structured the Word documents to make it easy for you to add your own title pages, tables of content, indexes, headers, footers and more. That makes it easy to include the content in a larger document and brand it with your agency’s identifying information.

Final export

If you’d like to add Specialized Resource Exports to your iCarol system and provide your community with targeted resource directories, contact our for more information.

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Collaborate with partners: Load balance chats between organizations

We have an exciting new capability to share with iCarol Messaging subscribers. You can now allow a partner center, or multiple centers, to take chats for you from within their own iCarol system.

Collaborating w partnersThis new ability is transparent to visitors; they will not be aware of which center is taking the chat session. Visitors will still click on your familiar Chat Now button on your website and will see your prechat survey. But during times you designate, both you and your partner center will see those visitors come in to each of your messaging queues. As usual, safeguards are in place so two people don’t accidentally take the same chat. Both centers will have access to submitted call report forms and associated real-time statistics.

The possibilities here are endless. It’s ideal for handling overflow in a disaster situation. Watch your messaging queue grow shorter and become more manageable as your partner agency takes some of your chats. You can use this feature to handle after-hours messaging visitors. Because iCarol centers are found in multiple time zones, after-hours for you might be prime time for another center, and your partner could take all of your after-hours chats. This lets you expand your hours of service without trying to staff shifts during hard-to-staff hours. Want to get really fancy? You could even designate multiple centers to handle chats that come in to a central iCarol system, effectively creating a consortium of chat centers where no single center feels overburdened or underutilized. Every partner center sees all chats and takes chats when they can — it’s load balancing at its finest. Each partner center could have their own hours of service, too, and you’d get real-time statistics.

If you’re interested but don’t have a partner center in mind, feel free to post a message on the iCarol User Community on the Dashboard to find your perfect match. We can see it now: Single Crisis Center on East Coast seeks same on West Coast for meaningful after-hours relationship…looking for good listening skills, compassion, and ability to read between the lines. 🙂

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iCarol to present workshop on Online Emotional Support at AAS Conference

We’re gearing up for the American Association of Suicidology’s 47th Annual Conference in Los Angeles! We’re looking forward to seeing so many of our friends and colleagues there; it’s always a great chance to catch up with everyone in the helpline and suicide prevention industry.

This year iCarol is particularly excited to present a special lunch session on Friday April 11th. Our workshop is
Chat, Texting, Mobile and Social: A look at today and the future of online emotional support with iCarol.

WebinarsWith every passing year, the use of new channels to seek help continues to expand. Join this session to help your crisis center evaluate these channels, determine your next steps and plan your technology choices to adapt to the evolving Online Emotional Support (OES) landscape. You’ll hear from your peers and technology experts about the best way to get started serving people interactively using the electronically written, rather than the spoken word.Smart Phone  with two thumbs

Adding new channels by which your clients can reach you can be intimidating and may leave you with a lot of questions. We hope to answer the questions you may have about these new technologies and give you confidence to embark on this new and exciting path with the tools iCarol has developed. We hope you’ll join us for this session at AAS! Not attending the conference but still want to learn more about our Online Emotional Support capabilities? Sign up for a webinar!

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iCarol Assists Kids Help Phone

Smart Phone  with one finger

Kids Help Phone has a 25 year legacy of providing phone and online emotional support for Canadian children and teens. An authority on a variety of topics, their professional helpline counsellors are available 24/7/365 to talk to kids about any issue. They are a nonjudgmental source of trustworthy information on mental health, bullying, sexual health, peer and family issues, addictions, and more. Tens of thousands of kids reach out to their services each week via phone, online chat, and written correspondence on the Kids Help Phone website. They play a large role in the continuum of mental health care for Canadian youth.

Kids Help Phone recently launched the “Always There” app and “Resources Around Me” public database. “Always There” was developed with the help of kids submitting their input and voting on features. It allows kids to keep a private log of their feelings and experiences. App users can contribute to stress buster activities that offer helpful tips, inspirational quotes, and jokes.

Resources Around Me” provides Canadian youth with greater access than ever to the resources available in their communities. By simply starting with their location and then the types of resources needed, teens can easily find what they’re looking for and then connect directly with those resources.

iCarol API

The iCarol team is proud to have been a part of this project through our support of the resource database and the API. How can your organization make use of these same tools? How about adding on the Public Resource Directory to your iCarol system so you can share resources with the public via a resource search on your own website? iCarol’s Resource API gives your software developers the data they need to work on a variety of new and exciting projects. If you’re interested in pursuing a project like this, send an email to

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