Manager Consultations
- Meagan Prost
Diligently documenting your support to managers and supervisors is your key to unlocking valuable reports and data analysis, empowering you to proactively spot trends, gauge outcomes, and confidently make data-informed decisions.
Cloud Knowledge Base Home / Manager Consultations
Section Learning Objectives
Efficiently document manager consultations, including formal referrals and crisis support, using software tools. Seamlessly manage your workflow during manager consultations.
Harness EAP Expert Cloud’s capabilities for collecting feedback from HR contacts and organizational managers effortlessly.
Master report generation features to run comprehensive reports on manager consultations and client interactions. Leverage data to inform service improvements and support decision-making.
Key Focus Areas
Who This Section Is For
The target audience for this section may include account managers, counselors, clinical leaders, and anyone involved in providing manager consultation support.
Button Glossary
Explore the valuable buttons in the top menu bar while navigating the Client Files module.
EAP Expert Button | Description |
|---|---|
Add a New File  | This button becomes visible when working in an open client file, this button facilitates adding new files to the existing client record seamlessly, often used for managing various requests or assistance for a service member. |
New 
| This button empowers you to generate a new item within any module where the feature is accessible. Choose from the drop-down list to initiate the creation of a new element in EAP Expert Cloud. |
Save 
| While navigating EAP Expert Cloud, utilizing the Save button to preserve your work and seamlessly continue from your current position is crucial, as the Cloud does not automatically save your work. |
Save and Close 
| Click the Save and Close button to confirm that your changes have been saved, and the system will appropriately close the file you are working on. |
Delete 
| This button, when visible, will delete your current work. Exercise caution when using this function. In some cases, deleted items, such as files, may be available in the Recycle Bin, under the Tools menu, for restoration. |
Open Related Record 
| When multiple files are associated with an individual, this button allows you to select and open other related files. |
| This button offers a drop-down menu for printing or previewing the print layout while navigating within an active client organization file. |
Update File With Eligibility
| Use this button to synchronize the file with information from the eligibility list pertaining to the client. |
Send Forms 
| This button enables you to select and electronically dispatch one or multiple pre-populated assessments, questionnaires, and forms to the client for completion. Note: This feature requires the survey and form automation add-on subscription. |
Schedule 
| This button serves as a direct shortcut for efficiently scheduling appointments for the client using the Scheduler tool. Please note that a case file must be open to access this functionality. |
Alert/To-Do 
| Empowering you to create and manage file alerts and to-dos for enhanced task management and information. Widely used in modules like Client Files, Clinical Resources, and Organization/Groups. Refer to the Alerts/To-Dos module for comprehensive management of your connected items. |
File Utilities 
| Clicking this button opens a drop-down menu offering various file management options, including merging, switching, printing, and viewing audit history. Note: This feature’s availability is contingent upon each user's permissions, meaning you may or may not have access to it. |
IBox 
| IBox, short for Information Box, offers a rapid search function for organizations/groups. This button enables efficient access to information on covered services and benefits. |
Help 
| This button connects you to essential help resources, including information about your EAP Expert Cloud system, a direct link to request a software update, access to this Knowledge Base, and the option to provide us with your valuable feedback. |
CSV Data Import 
| By clicking this button, you can access comprehensive instructions and import diverse data into your EAP Expert Cloud system using a CSV file. |
Service Request 
| This button is a quick shortcut to complete a service request, functioning as an expedited method for initiating a new file creation process. |
More Options 
| When you spot the icon featuring three horizontal dots, hover over it to reveal additional buttons within the module you are working in. |
Export  | This feature is available on the module search, which enables users to transfer search results to various file formats, including Excel, PDF, CSV, and more, facilitating convenient data management and sharing. |
What You Can Do
Streamline Manager Consultations
Efficiently document manager consultations, formal referrals, and crisis support using the software's dedicated tools.
Optimize Workflow Management
Utilize EAP Expert Cloud to seamlessly manage your workflow when conducting manager consultations, ensuring you stay organized and responsive.
Effortless Feedback Collection
Harness the software's capabilities to collect feedback from HR contacts and organizational managers effortlessly. Use the system's tools for efficient data gathering.
Masterful Report Generation
Master the report generation features to create comprehensive reports on manager consultations and client interactions.
Feature Add-On: Enhanced Capability!
Effortless Client Feedback with Automated Surveys
Maximize your feedback collection effortlessly! With our seamless solution, effortlessly set up customer satisfaction surveys for your employer contacts and even schedule friendly reminders for those who haven't completed them. Once done, watch as the data seamlessly syncs back into EAP Expert Cloud, giving you unparalleled insights into client experiences and pinpointing actionable areas for improvement.
Contact your dedicated EAP Expert Account Manager today to explore how this feature can benefit your organization. They're here to offer tailored insights and support based on your needs!
