Have questions?  phone +1 888-4-iCarol

Follow Us! iCarol helpline software iCarol software Facebook iCarol helpline software     |    FREE TRIAL     |     SIGN IN
Logo
Logo

Using hierarchy in the referral database


Representing a complex human services provider with a single resource record can be more trouble than it is worth.

For most resource and referral databases, it is fine to use a single record to encapsulate all of its information: service description, physical location, eligibility, application process, contact information, categorization, 2-1-1 taxonomy terms and more.

But some service providers are more complex. Take for example the fictitious example of the Salvation Army of Oak County. They are one agency that operates 9 different programs (Donation Station, Thrift Shop, Soup Kitchen, etc) any one of which might be available at their 4 different sites around Oak County (Elmdale, Picayne, Fort Smith and Chestertown). How would you enter this into your referral database?

You might be tempted to create 36 different entries – one each for every particular program offered at every particular site. But what happens when the phone number at one of the sites changes? You’ll have to make 9 different updates to your database – one for each program record you have created there. Not only is this more work than is needed, it also introduces the opportunity for errors.

What if, instead, there were only 4 site records, each of which could be associated with any or all of the 9 program records, and all of which belong to the overall agency? 

That is exactly what the Agency – Site – Program hierarchy can accomplish in iCarol.

In the example above, rather than make 9 different updates when the phone number changes at a particular site, instead you make the update exactly once, in that site’s record. And when people are viewing any program offered that site, they will automatically be getting the updated phone number.

This would also apply if you updated the program description of the Donation Station, or the eligibility requirements of the Thrift Shop. Make the update in one place and it will apply to all of the sites where this program is indicated to be offered.

iCarol

iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more…

Follow Us On Twitter

RT @clevelandrcc: Did you know that many of our clients utilize art therapy as a part of their healing journeys? We share this powerful cli…

iCarol Software iCarol Software

RT @EpilepsyFdn: Individuals affected by epilepsy often feel alone, small and ignored.  When a seizure happens on its own it is a terrifyin…

iCarol Software iCarol Software

iCarol Helplines Around the World!

RT @hfxgov: Here's an exciting opportunity for youth of our community (15-24-year-olds) to become part of the democratic process. Join our…

211 Nova Scotia 211 Nova Scotia

RT @Active_Minds: Important things to remember today: 🔸 It's okay to take a break from the news and/or social media. 🔸 YOU MATTER. 🔸 We're…

The Lifeline The Lifeline

Get in touch: +1 888-4-iCarol
Copyright © 2018 iCarol