Apricot Community

I am having a hard time understanding what the Milestones/Goals field is actually for. It seems like it is just a masked radio button field with preselected backend values (1 through 10) and colors associated with each option. I don’t understand why the colors that were chosen for each option are what they are, and it doesn’t seem like you can change them. I am just having a hard time understanding why this is a separate field type than the masked radio button field type. It doesn’t seem like the Milestones/Goals field type is actually that helpful to track Milestones/Goals, and there is very little information about the field type in the Help Center part of this site. Any insights as to what this field actually does, or why it exists as a separate field type than the masked radio button field type would be appreciated!

Hello, I oversee a program that integrates behavioral health into primary care (specifically using the AIMS model of Collaborative Care).  I was curious to connect with others using Apricot for behavioral health, especially in this type of setting, to hear how you are using it. Thanks!

Has anyone had a chance to use the Participant Snapshot in Que yet? Would love to hear honest first impressions - what's working, what's not, what surprised you.  Participant Snapshot is a skill in Bonterra Que that generates an AI-powered summary of a participant's recent activity directly inside Apricot. This could be helpful for handoffs and coverage, reviewing a profile pre-interaction, and getting oriented with large caseloads! If anyone’s interested in learning more about this skill, you could now sign up for a training. Register here: Apricot Participant Snapshot Que Stay tuned as more Que skills roll out soon!

I’m trying to create a custom, branded theme in the Impact Hub so that we can build report-ready visuals. I can go through the whole process of creating a theme, but when I click Save I just get this error message.  

Hi!I am trying to build out a report that looks at data from two different Tier 1 forms (Participant Profiles and Events). My Participant Profiles report is looking at services provided, so it already has two different Tier 2 forms included underneath it on the report, and then to see the information that I need for the Events report, I have to include a separate section where Participant Profile is still the root form, but I also bring in the Tier 1 Events form and the Event Attendance form (that lives as a Tier 2 under the Participant Profile form). I need to find a way to deduplicate these two sections with each other. So, for example, if a participant received a service (first section of report) and attended an event (second section of report), I don’t want to count them twice. Is that something that would be possible?Best,Hollie

Is there a way to delete multiple reports in native reporting or do they have to be deleted individually?I inherited a situation where there are a large number of reports set up that have never been used and I want to clean things up

Closing out the quarter can make us pause and think about the bigger picture — not just what we did, but who it actually reached. Curious what that number looks like for others right now, even just a rough range! 

Hey everyone!I wanted to share a great resource in case you're looking to learn more about Impact Hub or dive deeper into specific features.You can find our Impact Hub training courses in Bonterra Academy to access self-paced lessons, best practices, and helpful tips to help you get the most out of the platform. 📚 Browse the Impact Hub Course Library here: Impact Hub TrainingsGetting Started with Impact Hub Mastering the Basics of Impact Hub Report Building Basics in Impact Hub Report Filters in Impact Hub Formatting Reports in Impact Hub  Happy learning, and as always, feel free to share your favorite courses or training tips with the community. 😊

I would love to hear how other after school programs, or any student programs, go about registering Students for new terms each summer/school year.Each term, we need to make sure each student has up to date profile information, as well as a parent agreement form signed. We use intake forms to gather this info, but run into the issue that it can only be used to create NEW tier 1 profiles. Our workaround is to create a “dummy” tier 1 that mirrors our main Student Profile Tier 1, and then perform an import to update/create new records based on duplicate checks.This is fine, until the import is completed and we have various students looking to register mid-way through the term, and have to perform an import every time.Can other orgs please weigh in on how you are using Apricot to register/sign up new and existing students?

Are there any other agencies in the community who have signed case plans stored in Apricot? If so, how are you documenting progress made towards goals outlined on that plan without modifying the plan itself? Has anyone figured out a better solution than mixing those updates in with general case notes?We have other solutions for programs that don’t need the original plan to be signed / locked at intake but for programs that involve therapy / counseling we’re running into the issue of needing the initial signed case plan to stay static.

Which of these slows you down the most?⏱️ Hunting through case files before a meeting📝 Writing detailed notes after every session📊 Pulling participant snapshots for reporting📋 Duplicate data entry across multiple systems✍🏽 Overly long forms that slow you down✅ Too many required fields🗺️ Confusing navigation🤚 Manual work that could be automated🔍 Something else?👇 Reply with:• The task that kills your time• How long it usually takes• What you'd do instead if it were faster

One of my “universes” is a school profile as the Tier 1, with several different pre-tests, post-tests, presentation evals, etc. as Tier 2s, for different in-school programs we deliver. Though the questions are different, each of those Tier 2s has the same group of general and demographic questions: date, grade, race, gender, etc. But a Data Standard can’t have duplicate field names, even on different forms. So, short of giving each field a specific name (eg, Program 1 Date, Program 1 Race...), I guess my only option is creating a separate Data Standard for each program (School Profile + Program 1 Tier 2, then School Profile + Program 2 Tier 2, and so on), right? I may have answered my own question just by typing through this, but wanted to see what other people were doing.

Hello, We have a form that is used for program registration. When I run a report to view the registrations, I cannot see any of the information, but I’m the only one on the team that can’t see the information. The person who has administration access is looking at my access and from my profile of view and can’t understand why I can’t see the information. I cleared my history, cookies, cache, used a different browser but still no information is viewable to me. But I can run reports for other forms and information.  

Hey all! We’re starting to plan our Coaching and Ask the Expert events for the next quarters and would love your input.Coaching events feature a short presentation on a case management topic followed by an Apricot demo. Ask the Experts events are panel-style, where experts tackle your pre-submitted questions about Apricot.Please share in this thread what topics would you be interested in attending a session on.  If you haven’t attended one of our sessions - check out our Events page here!

We are experiencing an issue on one computer in our office when accessing Apricot. After logging in, the session remains active for approximately 30 seconds before automatically re-authenticating and prompting the user to log in again. This process repeats continuously, preventing normal use of the system.The issue appears to be isolated to this specific computer. Could you please assist us in troubleshooting and resolving this problem? It will do this with any login name and password.

The way we have Apricot set up is to have our program site and then programs enrolled in under that site. If we want to track participants when they exit and reenter our site as well as program enrollments and exits under each period they are onsite how do we do this?We are a program focused correctional institution and so tracking both is important for our reporting.

I have questions regarding entering volunteer hours in the leverage services section. Can anyone help?

The Product survey is live now through June 26th — and it takes about 10–15 minutes. Your feedback directly shapes the product team’s strategy. (Plus, there's an optional chance to win a $300 gift card. 🎁) You can find it in your Resource Center (lower-right corner of Apricot) or watch for it to pop up when you log in.

Hi! I have a question about a setup that I haven’t seen come up very often. Let’s say we have a Tier 1 Form that functions like a folder for other Tier 1 Forms. For example, we have a Tier 1 Form called Households, and within each Household record, we link the Tier 1 Participant Profile records for the people in that household. So the structure would be:(1) Tier 1: Household          (multiple) Tier 1: Participant Profiles That part makes sense to me. My question is: Is there any way to display the Tier 2 Forms associated with those linked Participant Profile records inside the Household folder? For example, if each individual Participant Profile has related Tier 2 Forms, can those Tier 2 Forms also appear within the folder view for the Household record, even though they are associated with the Participant Profile rather than directly with the Household?Please let me know if anyone has any thoughts on this!

Has anyone used the Milestones/Goals field type in a form? If so, I’d love to hear how you used it. We haven’t used it yet and I’m having trouble picturing it on a live form. If you’re comfortable, please include a picture of how it’s being used at your agency as well.  

Here's what's on the calendar for June!  Coaching Events  📊 Proof of Impact: Best Practices in Building Impact Reports That Reflect Your Work June 10, 1:30 PM CT 💛 The Donor Journey: How to Track, Understand, and Strengthen Giving Relationships June 24, 1:30 PM CT  Ask the Experts ❓ Ask the Experts: Impact Hub Edition June 17, 1:30 PM CT This is your chance to ask our experts directly. What do you need to know about Impact Hub?  We hope to see you in one of these — explore upcoming events and register to save your spot!  🔗 Events | Bonterra Central Community

Hi!I have more questions about the snapshot. They were based more on specifically our agency.I understand that the snapshot pulls tier 2. Based on our agency, we have it listed as individual case intakes, service activities. My questions are...It pulls the most recent 2-4 records, is that (ICI) individual case intakes? If so does that pull actual cases or statewides as well? Or is it pulling up based on service activity? And can it be customized?Thank you in advance.Deana Miller

What are your most effective tips for reducing duplicate data entry in Apricot?

I am a very new user so please be patient with me here. I am creating a form that has multiple sections that cover different topics but the fields in these sections are exactly the same from section to section. My publish check list is telling me that I am unable to publish because the fields all have the same name, which is by design. Is there a way to bypass this? I assume I can just reformat the questions but in a survey that is over 100 questions this will be an incredibly laborious task. Here is an example: CheeseDo you like it?YesNoDo you eat this regularly?Yes NoSalamiDo you like it?Yes NoDo you eat this regularly?Yes No