11.0.1 Client Intake Guidelines
May 1, 2026
...tial contact, collect the following basic information: Client name Phone number Email address Preferred clinician or service location Insurance provider, if applicable Self-pay or insurance status Provide the client with...
...not share personal information outside of staff Do not give out phone numbers, emails, or addresses Proper process Take the request → Contact the individual → Let them decide Final Note This system is a ministry tool. H...
5.1.43 Technology
May 1, 2026
...share permissions outside of established protocols. 6. Do Not Ignore Suspicious Emails or Activity If something feels off—unexpected login alerts, phishing emails, strange links—do not engage. Report it immediately to it...
5.1.42 Cybersecurity Incident Reporting
May 1, 2026
...login activity Unexpected login alerts, unfamiliar locations, or password reset emails you did not request Malware or security warnings Pop-ups, antivirus alerts, or messages indicating a potential infection Accidental d...
5.1.34 Lost Personal Device
May 1, 2026
...rd immediately Update passwords for any other accounts accessed on that device (email, banking, etc.) Revoke active sessions if possible (Microsoft account security settings) 3. Remote protection (if enabled) If yo...
...and members. Core Expectation If a personal device is used to access Crosspoint email, files, or systems, that device must meet basic security standards equivalent to a church-managed device. Minimum Security Requirement...
5.1.32 Use of Personal Devices for Work
May 1, 2026
.... When Personal Devices May Be Used Personal devices may be used for: Accessing email (Outlook) Viewing or editing documents in OneDrive or SharePoint Attending Microsoft Teams meetings Urgent or remote work situations w...
5.1.31 Who to Contact for IT Issues
May 1, 2026
...o to Contact for IT Issues When you experience any technical issue—whether it’s email, hardware, software, access, or security-related—please follow the process below to ensure timely and effective support. 1. Contact th...
5.1.30 Requesting IT Support via Email
May 1, 2026
Requesting IT Support via Email For all technology-related needs, the preferred method of communication is through email at it@crosspoint.church. This ensures your request is properly tracked, prioritized, and resolved i...
5.1.25 What Should Not Be Stored Locally
May 1, 2026
...perational files Financial information or budget documents Member or donor data Emails or attachments containing sensitive information Any document that is needed for team access or future reference Why This Matter...
5.1.24 Clicked on a Bad Link
May 1, 2026
...ssages connected to the suspicious link. When reporting the issue, include: The email, text, or website where the link appeared The time you clicked it Whether you entered any information Whether anything downloaded or o...
5.1.23 Recognizing Phishing Attempts
May 1, 2026
...by pretending to be a trusted source. These attacks most commonly occur through email, but can also come via text messages or phone calls. Key Warning Signs Urgency or pressure – Messages that push immediate action (“You...
5.1.22 Email Signatures
May 1, 2026
Email Signatures Overview All staff are required to use a professional email signature to ensure consistency and clear communication. Why It Matters Represents Crosspoint Church professionally Clearly identifies who you...
5.1.21 Confidentiality Expectations of Email
May 1, 2026
Confidentiality Expectations of Email Crosspoint Church Email is an official communication tool of Crosspoint Church and must be treated with the same level of confidentiality and care as any internal document, conversat...
5.1.20 Personal Use of Crosspoint Email
May 1, 2026
Personal Use of Crosspoint Email Crosspoint email accounts are provided for ministry and organizational business only. Employees are strongly advised to maintain a separate personal email account for all personal matters...
...r enter a verification code Important Notes MFA is required for access to email, financial systems, and any sensitive data platforms Do not approve login requests you did not initiate If you receive an unexpected M...
5.1.10 Microsoft Teams
May 1, 2026
...personal chats, to ensure accessibility Avoid duplicating communication across email and Teams—choose the most effective platform Notifications Customize your notification settings to stay informed without being o...
5.1.4 Telephone System Support
May 1, 2026
...xperiencing issues with your church-assigned phone (hardware, connectivity, voicemail, or system access), please contact the designated support lead: Primary Contact: Cindy Theriot – Niceville Campus 📧 ctheriot@crosspoi...
6.1.5 Risk Management Plan
May 1, 2026
...1 in emergencies This information is communicated via: Intake documentation Voicemail messaging Client portal communications 6. Supervisor and Leadership Escalation Clinicians must escalate when appropriate by: Consultin...
5.1.3 Video Footage Review and Access Guidelines
Apr 28, 2026
...Video footage is confidential security material and will not be shared, copied, emailed, or viewed by parents, guardians, volunteers, or other outside parties. Footage may only be reviewed by authorized Crosspoint leader...