11.0.1 Client Intake Guidelines
May 1, 2026
...e time of initial 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 th...
...sume a COI is required. What to Do 1. Gather Information Company name, address, phone Event date and time Event agreement (including insurance requirements) 2. Submit Request Send details to Director of Operations...
...nfidential . Do 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 m...
5.1.42 Cybersecurity Incident Reporting
May 1, 2026
...ion to the wrong person or sharing files unintentionally Lost or stolen devices Phones, laptops, or tablets that have access to Crosspoint systems Immediate Action Steps Stop what you’re doing Do not continue worki...
5.1.39 Event Technology Requests
May 1, 2026
...your event requires any of the following: Screens / presentation displays Microphones (wired or wireless) Sound support / audio mixing Laptops or playback devices Projectors or visual equipment If you are unsure w...
5.1.34 Lost Personal Device
May 1, 2026
Lost Personal Device – What to Do If a personal device (phone, tablet, or laptop) that has access to Crosspoint systems is lost or stolen, immediate action is required to protect church data and your personal information...
Security Expectations for Personal Devices Personal devices (phones, tablets, laptops) may occasionally be used to access Crosspoint systems. While this provides flexibility, it also introduces risk. This article outline...
5.1.32 Use of Personal Devices for Work
May 1, 2026
...times, employees may need to access Crosspoint systems using a personal device (phone, tablet, or computer). While this is permitted when necessary, it must be done in a way that protects church data, systems, and confid...
5.1.30 Requesting IT Support via Email
May 1, 2026
...er. When to Email IT Submit a request for: Technical issues (computer, printer, phone, software) Access requests (accounts, permissions, systems) Equipment needs or concerns Suspected security issues (phishing, suspiciou...
5.1.23 Recognizing Phishing Attempts
May 1, 2026
...tacks 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 (“Your account will be locked today”). Unusual send...
5.1.22 Email Signatures
May 1, 2026
...all communications Required Information Full Name Title Crosspoint Church Phone Number Email Address Cell phone (not required) Guidelines Keep signatures clean and professional. No personal quotes, images, or...
...the Microsoft Authenticator app: Step 1: Download the App Go to the App Store (iPhone) or Google Play Store (Android) Search for Microsoft Authenticator Download and install the app Step 2: Sign In to Your Microsof...
5.1.9 Phone Directory
May 1, 2026
Phone Directory – Remote Phone Book Access It has come to our attention that some phones may not currently have access to the Remote Phone Book. Please take a moment to check your device and report if this feature is mis...
5.1.4 Telephone System Support
May 1, 2026
Telephone System Support If you are experiencing issues with your church-assigned phone (hardware, connectivity, voicemail, or system access), please contact the designated support lead: Primary Contact: Cindy Theriot –...
6.1.5 Risk Management Plan
May 1, 2026
...able telehealth capability Operational Response Notify clients of closures via: Phone Secure messaging (Therapy Notes) Website updates Transition services to telehealth when feasible Evacuation Procedures Applicable for:...
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
...on. If safe and practical, gather the following information: Name, address, and phone number of all drivers involved Insurance carrier and policy number Driver’s license number and state of issue Vehicle make, model, and...