OCMS Virtual Assistant

OCMS Virtual Assistant

The OCMS Virtual Assistant is called a chatbot. OCMS's chatbot is a simple bot and is still in early stages based on the knowledgebase.

What is a chatbot?

A chatbot is a piece of software that conducts a conversation via text.

Chatbots are typically used in dialog systems for various practical purposes including customer service or to find information.

*Reference - Wikipedia


How to use the Virtual assistant?

  1. Go to the top right of your screen and click Virtual assistant.
  2. Say hi or hello and click the arrow.
  3. Wait for a reply, this will wake it up, should only take a second.
  4. Type in your question.


Here are some Examples

Question - Can I get a client list?

Answer - You would print the client contact list report to find out more please read this article http://ocms-support.ca/knowledgebase.php?article=98


Question - What is a new Client?

Answer - Clients who receive their FIRST Service within your Agency during the date range being reported on are defined as being New to the Agency.

Clients who receive their FIRST Service within the Program you work for during the date range being reported on, are defined as being New to your Program.

If a Client receives a Service for the first time in your Program and/or Agency and comes back for additional Services within the date range being reported on, the Client will still be considered as New. They are New regardless of the number of visits in the date range selected because they received their FIRST Service during that specified date range. Clients are counted only once in the given time period regardless of how many services they received. If a new client receives services in April, May, June, and July, then they will be counted in April as a new client, and in May, June and July as a returning client. In the April-to-June quarter, they will be counted as a new client. In the July-to-September quarter, they will be a returning client.

The client's status of "new" or "returning" relates to the entire period, and no client can be both new and returning within the same period of time.

Please note: Clients can be New to a Program and an Agency at the same time.


Question -Can I run reports?

Answer -To find out Reports Available to All Staff;  see this article http://ocms-support.ca/knowledgebase.php?article=56





Article Details

Article ID:
Date added:
2019-09-12 12:47:54
Rating (Votes):

Related articles