In this video, we explore how to use Social Solutions Apricot 360 and Apricot Core to enable remote work for data collection, data processing, and client engagement, specifically: - How to onboard new users quickly with appropriate access in Apricot - How Apricot can support virtual procedures where those same procedures are normally completed in-person - How to mobilize community data collection and reporting at scale in Apricot - How to complete virtual intake and gather consents and signatures using Apricot Intake web forms, secure web forms, and Apricot Connect Watch the video: https://youtu.be/iY9mmARUEz8 About Sidekick Solutions Sidekick Solutions is an independent software consulting firm, specializing in Social Solutions Apricot 360, Apricot Core, and Apricot Essentials software. We help new and existing Apricot users make the most of Apricot’s suite of features with a range of professional services for implementation, workflow optimization, reporting/analytics, consulting and training, integrations, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.

1. How to Enable Remote Work
with Apricot 360 or Apricot Core

2. 2 © 2020 Sidekick Solutions LLC
Hi, I’m Jeff
Apricot Consultant
Sidekick Solutions
info@sidekicksolutionsllc.com
In this video...
● Why Apricot for remote work?
● Common challenges when
moving from in-person to virtual
● Demo of Apricot solutions that
support clients and teams in a
virtual setting

3. The transition from in-person to virtual
service delivery depends on technology
solutions (software) that enable operations for
data collection, intake, and engagement.
© 2020 Sidekick Solutions LLC3

4. Other tools you may need...
4
• Video conferencing
• Email marketing software
• Text messaging platforms
• Electronic signature software (depends on use case)
• Workflow automation software and system integrations
© 2020 Sidekick Solutions LLC

5. Why Apricot 360 or Apricot Core?
5
1. Rapid deployment
2. Scalable
3. Cloud-based, secure
4. Automation-ready
5. Comprehensive reporting
© 2020 Sidekick Solutions LLC

6. Use cases
6
1. Onboard staff quickly, and with the right access
2. Enable staff data collection without paper forms
3. Deploy community-level data collection
4. Complete intake when not in person
5. Receive consents and signatures virtually
© 2020 Sidekick Solutions LLC

7. Apricot tools/features
7
• Secure web forms
• Intake web forms
• Connect
• Signature fields
• Direct messaging (text and email)
© 2020 Sidekick Solutions LLC

8. Scenario 1: User onboarding
8 © 2020 Sidekick Solutions LLC
How to onboard new users quickly with appropriate permissions and system
access that doesn’t constrain a user’s ability to deliver services virtually
Solutions:
➔ Group-level access and role-based permissions
➔ Admin roles for “self-serve” and “user-defined” reporting
➔ Guest user access for granting limited-use

9. Programs and permissions
9
• Site/program groups to
maintain record security
• Referrals for program to
program access transitions
• Role-based permissions
• Admin roles
© 2020 Sidekick Solutions LLC

10. Scenario 2: Staff working remotely
10 © 2020 Sidekick Solutions LLC
How to support standard operating procedures and data collection when staff
work remotely, so staff aren’t collecting paper outside of your physical office
Solutions:
➔ Scale forms and fields to reduce off-system paperwork
➔ Triage user requests in Apricot
➔ Surface more information in dashboards and reports

11. Data entry and report access
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• Additions have low impact,
modifications may require
data migration
• Use reports to give users
more visibility to workflow
• Ticketing in Apricot, Google
Form, or spreadsheet
© 2020 Sidekick Solutions LLC

12. Scenario 3: Community-based data collection
12 © 2020 Sidekick Solutions LLC
How to address needs for broad, community-based data collection that
responds to emerging events or ongoing needs, that’s easy to deploy and scale
Solutions:
➔ Web forms with identified or anonymous data
➔ Real-time data visibility and analysis
➔ Import, warehousing, and correlation in Apricot 360

13. Scenario 4: Virtual intake
13 © 2020 Sidekick Solutions LLC
How to efficiently complete a participant intake when the intake session isn’t in
person, instead the session is done virtually (video conference or phone call)
Solutions:
➔ Secure web forms for profile-level intake
➔ Intake web forms for profile and program-level intake
➔ Web form plus Connect for multi-step intake

14. Scenario 5: Virtual consents/signatures
14 © 2020 Sidekick Solutions LLC
How to receive consents and signatures as part of intake or during services
when clients can’t print or scan a document
Solutions:
➔ Secure web form signatures
➔ Enable “identity” via Connect with messaging
➔ Bolt-on solutions for existing Apricot configurations

15. Apricot enables virtual solutions for...
15 © 2020 Sidekick Solutions LLC
• Data collection for community mobilization
• Virtual intake and client management
• Report work, building electronic records

16. Have questions about Apricot?
© 2020 Sidekick Solutions LLC16
info@sidekicksolutionsllc.com
Explore more best practices on our website at…
sidekicksolutionsllc.com/apricot
...or contact us via email.