The Public Web Form feature allows you to offer an additional method of contact to your organization. Website visitors complete a Public Web Form that when submitted pushes information directly into your iCarol system. This feature seamlessly integrates a public version of an iCarol Contact Record, customized to match your website and setup to your specifications, all with minimal to no assistance from a web developer. Once the form is submitted by a website visitor, the completed answers appear as a Contact Record in your iCarol system for further review, follow-up, and reporting.
Public Web Forms Part I
During this training, participants will learn:
How to create a Public Web Form using iCarol Contact Records
How a CSS file is used to customize your Public Web Form
Real use cases and work flows to understand how iCarol customers are currently using the Public Web Form
Public Web Forms Part II
During this training, participants will learn:
Review what are Public Web Forms?
Public Web Form settings
Public Web Form workflows with ReferralQ and Provider Portal
What is the Public Web Form Feature? The Public Web Form feature allows you to offer an additional method of contact to your organization. Website visitors complete a Public Web Form that when submitted pushes information directly into your iCarol ...
Documenting Interactions with Contact Forms - Part I During this training, participants will learn how to use the Contact Forms in their iCarol system to document the interactions they are having, including: Creating a Contact Form Saving a Contact ...
During this training, participants will learn about: what details are available on the main Contacts page logging interactions in contact forms making referrals from a contact form noting needs and unmet needs follow-ups surveys outbound calls caller ...
You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting ...
iCarol Telephony Integration allows you to integrate your telephone system directly and seamlessly into your iCarol system. This training covers the following: Overview of iCarol Telephony Integration Overview additional software needed to subscribe ...