Steps for Using the Platform for Coaching Step 1: Open the platform and login ................................................................................................................................. 1

Step 2: Adjusting Your Settings (only need to do this the first time you login OR if you want to make changes) 2

Step 3: Read Notes About Your Client’s Situation ......................................................................................................... 4

Step 4: Send a Message to Your Client ........................................................................................................................... 5

Step 5: Look for their Reply................................................................................................................................................ 7

Step 6: Schedule Your Call ................................................................................................................................................ 7

Step 7: Make a Call ............................................................................................................................................................. 8

Step 8: Add Notes from Your Call ..................................................................................................................................... 9

Step 9: Repeat Step 8 & 9 for Each Call .......................................................................................................................... 9

Step 10: Ending a Coaching Case .................................................................................................................................... 9

Tech issues? ..................................................................................................................................................................... 10

Step 1: Open the platform and login

• You can access the platform from your phone (iPhone/Android), tablet, or computer at https://platform.drugfree.org/

• Enter your email and PW and click Log In

• If this is your first time logging in on a new device, you will have to do a two-factor authentication:

Step 2: Adjusting Your Settings (only need to do this the first time you login OR if you want to make

changes)

You'll be brought into your settings, where you'll see three headings -- Settings, Bio, & Coaching.

When you click the Settings heading, you'll see this:

After you check the information in the Settings tab, click the Bio heading:

When you are finished editing your preferences, click the Coaching heading:

At the bottom of the page CLICK SAVE

Step 3: Read Notes About Your Client’s Situation

Click the Coaching tab and then click the “View Notes” button under the Action column:

A series of notes will appear like this:

When you have finished reading notes, simply click the grey X button at the top right of the text box.

Please note, if after reading the notes about your caller's situation, you feel the case is too close to

home, too far from home, or you are wary of accepting this case for any reason, you always have the

option to “skip” a case -- just email Madison. That said, you have all been trained to handle every

single one of these cases so be confident in your ability to take any case that comes your way!

Step 4: Send a Message to Your Client

Click the “Send or View messages” button under the Action column.

A new window will open. If it does not, it means that you need to enable pop-ups. You should see a

little red X in the URL bar:

When the new window opens, it’ll look something like this (you may see messages from the Helpline

Specialist to the client here if the client opted into coaching quickly):

If you want to use Snippets, which we recommend doing, you can follow these steps:

Once you are ready to send your message, click Send.

“Intro” and the Parent Coach intro message will populate to the right

intro

Step 5: Look for their Reply

If you are not hearing from your client after 1-2 days from your first message, send another message. If after 2 additional days you have not heard, send a third message. If after a week from your first message, you still have not heard back from your parent, please close out the case (SKIP TO STEP 11 BELOW). You'll get a notification to your email or via text that tells you your parent has replied:

Please do not reply directly to the notification text or email. You must login to the platform to reply.

Step 6: Schedule Your Call

Once you have set up a date/time of your first call with your client, you need to enter this information into the platform. To do this, click the “Schedule a First Call” button under the Actions column.

A new window will open. It’ll look like this:

Click start and then fill out the date/time of your first call, accordingly. IMPORTANT: This is how we know, on the backend, that you are in progress with your caller and can track the progress.

Step 7: Make a Call

To make a call, click the “Call Client” button in the Actions column. The phone will start to dial your client’s number automatically and you’ll be brought into the Call Center. It looks like this:

Step 8: Add Notes from Your Call

To add notes from your call, click the “Add a Post Call Note” button under the Actions column.

A new window will open. It’ll look like this:

Click start and answer the questions accordingly. There is a question that allows you to type all of

your notes from the call.

IMPORTANT: This is how we know, on the backend, that you are in progress with your caller and can track the progress.

Step 9: Repeat Step 8 & 9 for Each Call

Step 10: Ending a Coaching Case

***Before closing your case, please send a final message to your caller (Snippets has language you can pull from). A reminder to please end coaching when:

1. Your caller has not responded to you since you initially reached out 2. You lost contact (maybe you had 2 calls and then they never got back in touch with you) 3. You completed all 5 (sometimes 6) calls

To close your case if your caller was unresponsive, click the “My caller was unresponsive” button

under the Actions column.

To close your case if you have had more than 1 call, click the “Add a Post Call Note” button under the

actions column and answer “I had my final call” to the first question.

In both cases, a new window will open. When you answer either “my caller was unresponsive” or “I

had my final call” to question # 1, at the end of the assessment, when you click Submit the case will

automatically close out.

Tech issues?

If you run into any tech issues:

1. Please be sure your WiFi connection is strong o The wifi logo at the top left of your page should be green. If you click it, there will be

three numbers: the second number (Download) needs to be at least 10 Mbps and the third number (Upload) needs to be at least 5 Mbps in order to access the platform.

o If your connection is slow, please sit next to your router.

2. When you are logging in, if you get a message that says invalid username/pw, please refresh your page (the little circle/arrow button at the top left side of your screen).

o Now, try again. The system won’t work if you try to re-enter your username/PW without refreshing the page.

3. You have cleared your cache (pronounced like "cash") – you can look up instructions by typing in Google “clear cache in Safari for iPad”, for example.

4. As a backup, if you are experiencing issues with the phone feature, you may use your own phone to call your client. Your client’s phone number will be listed in the note from the Helpline Specialist or you can send them a message via the platform to ask for their number. If you are calling from your own phone, please dial *67 before dialing the client’s number. This will mask your number so your client will not have your phone number. This is to protect you. If a client has your phone number we can’t force them not to call you at 4 am, or text you consistently, etc.