Tracking incoming calls to your Crisis Helpline

Tracking incoming calls to your Crisis Helpline

This article explains how you can use Sumac Case Management for Mental Health to keep track of your Mental Health Crisis Helpline.

Whenever your Mental Health Crisis Helping receives calls, you may wish to track and record the activity.  To record the activity, select "Help Line" under "Case Management" in your Sumac Console.





Once your are in the Help Line area, select "New".


The "General" Tab allows you to record the date, contact, call duration, reason for contact and notes/comments related to the call. Once you are satisfied with your information input, select "OK".   The duration of each session can be aggregated to report to funders on the overall program or service usage.




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You can also add new reasons for contact in this area. To add new reasons for contact, in the Field Values, select "New".  This will save you time when entering new Reasons for Contacts records for several contacts, as you won't have to take the time to find each contact first!

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To learn how to report on these statistics, refer to this article.