Outreach Setup Overview
The Outreach functionality gives agencies the ability to record services provided throughout the community in a group session. These sessions are not meant to track individual attendees, but instead track totals of predefined demographics. This information allows an agency to provide numbers on sessions served but not bill for those individual services. Some agencies also use this for recruitment seminars for Foster Homes.
Set Up Outreach Tracking
Tables
The Outreach module uses various tables to capture information on the participants in the Outreach Session. These tables are modifiable to allow agencies to capture useful information.
To modify the options in these tables, navigate to: Setup > Outreach > Setup. Each table is a separate Formset Member. These tables are already connected to Outreach Subforms.
Subforms
The Tables identified above are automatically included in Subforms. If it is desired to modify the Subforms, navigate to Setup > USer Tools > Form Designer > Form Designer.
Forms
As is true elsewhere, the forms available for use in the Outreach Module can be modified to suit the needs of the specific type of event. For example, Recruiting Foster Parent events may have different requirements than a Suicide Prevention Outreach event.
To modify the main form connected to various Outreach events, navigate to Setup > User Tools > Form Designer > Form Designer and select Outreach Header. These are the forms which will be available to be connected to Outreach Events.
Note: During Form Design, keep in mind that the Outreach module is not connected to an individual, but is meant to capture information on a de-identified group of people. Therefore, form items that relate to one individual (such as benefit assignment, diagnoses, etc) will not operate in this module as there are no individuals to reference.
Events
Outreach Events are setup in the same way as most other MyEvolv events. Navigate to Setup > Outreach > Events > Events to complete this setup.