Mon Ami Admin Quick Reference

KY Telephone Reassurance


Step 1. Create Client and Volunteer Profiles


Create Clients

How to create a clie nt profile


Make sure to include at least:



Create Voluntee rs

How to create a volunte er profile Make sure to include at least:


Make sure that the volunteer’s profile status is set to “approved”.


Enroll Volunteer in TR Program

How to enroll a volunteer in programs


Double check:

you can revie w data including total calls, unique clie nts reached, duration of calls, e tc. It is also possible to request additional custom reports if you nee d them.


Additional Admin Training Resources


Make sure to check out the “Help” section when signed into Mon Ami and use the Support channel (pink bubble on the bottom right corner when logge d in) to ask any other questions.

Appendix (Help Articles)

Creatin g a New Client


  1. On the Clients page, click the"New Client" button in the right-hand corner of the screen.


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  2. Start to type a name in the "Client" field. If the name shows up in the drop down options, then that means they already have a profile and you should not create a new one! If it does not appear in the drop down, then click the "This is a new person" button and select “Next.” .


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  3. Fill in as much information as you have on the client, then click"Finish" . This will create the client profile. You'll now see that client on the "Clients" list.


    What client information do I have to enter in Mon Ami?

    DAIL is only requiring you to input the following information for Telephone Reassurance clients:

    1. Name

    2. Phone Number

    3. Address

    4. Date of Birth

    5. SAMS/WellSky ID (this goes in the External ID field)

    What client information do I have to enter in Mon Ami?

    DAIL is only requiring you to input the following information for Telephone Reassurance clients:

    1. Name

    2. Phone Number

    3. Address

    4. Date of Birth

    5. SAMS/WellSky ID (this goes in the External ID field)


    Enrolling a Client in the Telephone Reassurance Program

    1. Select “Programs” on a client's profile.

    2. Click on “Add.”



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    3. Select the Telephone Reassurance Program and complete the following fields when prompted:

      1. Status: Set their status to Active if they are ready to be matched with a volunteer for phone calls.

      2. Active Date: The date they became active in the Telephone Reassurance program.

      3. Primary Funding Source: Select II-IB.

      4. Comment: You can include any commentary about their program enrollment here.

    4. To finish, click the purple “Add program referrals ” button in the upper right hand corner.


Creating a Volunteer


  1. On the Volunteers page, click the "New Volunteer" button in the right-hand corner of the screen.


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  2. Start to type a name in the "Volunte er" fie ld. If the name shows up in the drop down

    options, then that means they already have a profile and you should not create a new

    one! If it does not appear in the drop down, then click the"Add new" button.

  3. Set the volunteer’s status to “approved.” Only approved volunteers can be matched with clients for phone calls.


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  4. Fill in as much information as you have on the volunteer, then click"Finish" . This will create the volunteer profile. You'll now see that client on the "Volunteers" list.


What volunteer information do I have to enter in Mon Ami?

DAIL is only requiring you to input the following information for Telephone Reassurance clients:

  1. Name

  2. Phone Number

  3. Address (at least a zip code)

  4. Date of Birth

  5. Email Address (a valid email is required for every volunteer in Mon Ami)

What volunteer information do I have to enter in Mon Ami?

DAIL is only requiring you to input the following information for Telephone Reassurance clients:

  1. Name

  2. Phone Number

  3. Address (at least a zip code)

  4. Date of Birth

  5. Email Address (a valid email is required for every volunteer in Mon Ami)


Enrolling a Volunteer in the Telephone Reassurance Program

  1. Select “Programs” on a volunteer’s profile.

  2. Click on “Add Program.”



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  3. Click “Mark Approved” .This will allow you to match them with clients enrolled in the Telephone Reassurance Program.


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Matching Clients with Volunteers for Phone Calls


To create a Friendly Calling pair, please follow these steps:


  1. Click “Friendly Calling” on the left navigation menu.

  2. Click “Enroll Client ” in the top right corner.

  3. Add the client and volunteer names.

  4. Then, select their check-in frequency (i.e., how frequently they should be connecting by phone) and the date the enrollment should start. You will also need to set the Service Coding and Funding Source (Telephone Reassurance and -IIBI , respectively) Note that they will not be able to start calling each other until the start date. If there is a set end date, you can also select the end date for the enrollment, but this field is optional.


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  5. Click “Save Changes” in the bottom right corner.


Volunteers and clients do not receive a notification when you create their pair. You will need to notify them of their match.

Volunteers and clients do not receive a notification when you create their pair. You will need to notify them of their match.


Monitoring Activity with the Friendly Calling Pairs Report


The Friendly Calling pairs report is an internal tool meant to help you keep track of the volunteer and client matches you have set up in your calling program. At a glance, the report can tell you which pairs are on track and which may need some support.


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The On Schedule column will tell you if a pair has completed calls through the phone system at the frequency set when you enrolled them. For example, if the enrollment specifies that a pair should connect by phone twice per week and there have been at least two calls in the previous 7 days, then the On Schedule alert will have a green “Yes”. If there was only one call in the last 7 days, the alert will be yellow and say “Partia-l ½”. If there were no calls, it will have a red “No”.


Tip: Volunteers won't know the frequency you set on their enrollment, so set the frequency to match how you plan to check in if they aren't making calls.

Tip: Volunteers won't know the frequency you set on their enrollment, so set the frequency to match how you plan to check in if they aren't making calls.


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The Last Connected and Last Attempted columns show the dates of the pair's last completed and attempted calls. The On Schedule column only uses the Last Connected call dates when determining if a pair is on track.