Anytime you’re working in an online application, data security should be top-of-mind. This is a wide-ranging topic, starting with the passwords you use to access the system, creating policies on data retention and safe disposal, user account access, safe sharing, and so much more.
For our March Support Training, we invite customers to join us for a discussion around Security Best Practices in iCarol. We’ll touch on a variety of tools available for you to use to put your own policies and practices around data security into place at your organization.
Date: Wednesday, March 15
Time: 2pm Eastern
To register for this webinar, log into iCarol — the link to register is posted in the iCarol Help Center Community Announcements as well as the Admin Dashboard.
The iCarol Support Team holds monthly trainings on topics that our customers want more information about. These trainings are offered on the third Wednesday of every month at 2pm Eastern.
Our topic for the December webinar is ReferralQ & Capacity Tracking and Provider Portal features.
ReferralQ and Capacity Tracking enables you to document and track referrals to a particular service that you work closely with, including information such as the service’s capacity to accept referrals. The Provider Portal is a separate product that complements ReferralQ by inviting your partners secure, direct access to view and update authorized ReferralQ information. With the Provider Portal your partners can input their program’s capacity to take referrals, obtain Contact Record or Intake information about the help-seekers referred to them, and update the status of a referred help-seeker as they work with the CBO.
We’re excited to share more information about these products with our customers on our next monthly training webinar!
Date: Wednesday, December 15
Time: 2pm Eastern
During this webinar, participants will learn:
What is the ReferralQ & Capacity Tracking feature?
What is the Provider Portal feature?
How can these features be used together?
What are some use cases for the features?
We welcome and encourage our customers to attend! You can find the registration link on the Admin Dashboard or in our Help Center announcements.
Did you know that iCarol can work with many telephony systems to “pop” iCarol Contact Forms onto your volunteer/staff screens when a call rings through to their workstation? These Contact Forms can even be configured to pre-populate fields based on data from the telephony system, such as whether the call may be coming from a recognized caller with a profile, or if the caller pressed certain options into your telephony’s interactive voice response (IVR) or “Phone tree” menu while they waited to get through to a specialist.
If you want to learn more, we hope you’ll join our June Support Training where we’ll share more about iCarol Telephony Integration. We will cover:
A live demo of iCarol Telephony Integration in action!
What is iCarol Telephony Integration?
What additional software is needed to subscribe to iCarol Telephony Integration?
What are some use cases for iCarol Telephony Integration?
While we typically hold our Monthly Support Trainings on the third Wednesdays each month, iCarol’s Monthly Support Training in June will take place on the last Wednesday of the month, June 30th at 2pm Eastern.
We welcome and encourage our customers to attend! You can find the registration link on the Admin Dashboard or in our Help Center announcements.
