Agenda Item 2b: United Way Presentation on Connect ATX — original pdf

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ConnectATX Training: Austin Commission June 8, 2022 What is ConnectATX? Community tool that connects people with programs and services that are free or reduced cost, like food, transportation, health care, and more. A community helpline available by phone, text, and chat with bilingual staff and language line with over 200 languages Closed-loop referral system that allows organizations to receive referrals directly from the community It is a network of organizations that choose to use it in a variety of ways to best help those they serve Scale to thousands of calls per day Hundreds of calls per week Available statewide Focus on immediate needs Initial focus on Austin/Travis County Proactive assessment of many needs Calls average 4-7 minutes Calls average 10-15 minutes Anonymous, individual must retell story Longitudinal history of client referrals, needs, outcomes ConnectATX Features Have program(s) listed, claimed, and up-to-date Search for resources and refer clients to other programs Use as a client/case management system Turn on referral tools and receive referrals from the community Actively respond and update referral statuses Use analytics to access data on your program’s impact What is ConnectATX? ➢ Log in / Create free ConnectATX account ➢ Check for Recommended & ConnectATX partners ➢ Call our HelpLine (833) 512-2289 (Mon-Fri 8am-6pm) or text zip code to 85511 Searching: The Basics You can find free or reduced cost services on ConnectATX. Searching can be anonymous or you can login and create a profile. ➢ Start Searching by Zip Code ➢ Utilize the language feature on ConnectATX ➢ Narrowing your search result using filter options ➢ Resource Shopping Cart | Saving | Sharing your search results  Understanding the Program Card • What is the Check Mark in the corner of the program card? • ConnectATX Partner icon vs Preferred Organization icon ➢ SAVE ➢ SHARE ➢ NOTES ➢ SUGGEST DEMO Introducing: ConnectATX Referral Tools One Step : lt allows an organization to capture a seekers information and then contact that individual. Screener Eligibility: referral tool allows an organization to capture a seekers information, and ask eligibility questions to determine if the seeker is eligible for services. Scheduler : People in need can book appointments directly from ConnectATX . The Scheduler includes Google Calendar and Outlook integrations. What happens to my Referrals? Inbound Referrals Go to “My Program Tools” > “Inbound Referrals.” Click the folder of the program with a new referral. 1. View the details of the person reaching out. 2. Update the status of each referral. *This translates to your program analytics. . What happens to my Referrals Continued . What happens to my Referrals Cont? Managing Referrals: My Teams Give members of your organization access to edit programs, see analytics, and benefit from all other claimed provider resources without having to go through the process of claiming the program(s). . DEMO Leveraging Voices: Adding Simple Search Box Key Takeaways and Questions ➢ Create a free ConnectATX Account ➢ Start Searching for Resources ○ Use Program and Personal Filters ○ Check for ConnectATX and Recommended Partners Contact email: info@connectatx.org