Feedback/Ideas Forum

  1. Allow Workspace Customization

    It would be great if our workers could modify their workspace on eR. It is overwhelming to see the long list of items due and past due on our workspace. Our workers don't necessarily need to see items that are due in 45 days. If each box/area on the user's workspace could have the option to minimize and maximize based on their own preference, that would be super awesome. It would also be nice to be able to move the boxes around so different sections could be in different places depending on what the worker wants to see at the…

    37 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Custom Form to be hidden after file is generated

    Would like to see an option when using the custom form builder for "Hide Custom Form after File is Generated". The worker will fill out the custom form placeholder, then generates the word document file which pulls over all of the information they have entered and submits for approval/com[letes. The custom form that they have filled out will be hidden after they generate the word document file.

    30 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Respite Homes vs Regular Homes

    We use the field codes for home information in a lot of our case reports. Sometimes it is just their names and sometimes it also is their address, phone number etc. When a child is in respite and a report is due during the same time period so the caseworker generates the report during the time the child is in respite, the reports will generate all of the respite family's information rather than the family they are actually placed with. Is there a way that the field codes would keep the actual home's info in the reports rather than the…

    15 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Monthly Reminder Email Documentation

    It would be great to have the monthly reminder email to foster families be copied into the correspondence of their file. This would alleviate the need for it to be cc'd to a worker who then files it in to the correspondence. Maybe it could be set up that it cc's a worker's eR email and auto populates each family's case ID so that it automatically files it. Thanks for considering!

    13 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pull in Parent A and B names into the item as you are working on the activity or report and not just on the compliance tab.

    When you enter a activity or report for a Household member the name pulls in both on the compliance tab and in the item as you are working with it. We would like this to also happen for Parent A or Parent B names. Currently the names populate on the compliance tab, but not in the item as you work on it. This means you have to go out of the item and back in to check if you are uploading for the correct person if you aren't sure.

    7 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Link files with using SSN or identical name, in the case of adoption

    Currently you can link files between DOB, name, and SSN. We have an issue when the child's name changes with adoption, and families do not want to share the child's SSN. We need another way to link, such as Medicaid number for example. SSN is becoming more private, with fewer uses of the SSN due to identity theft.

    1 vote
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. Capability to send mass text to clients

    Our staff would love to be able to send text messages to clients from eR. I envision a client dropdown like when file from your eR inbox, so staff could select the individuals to receive the text, with a field to enter the text message, that would upload to the client's record.

    12 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add "Items due" to Case Record dropdown

    Please add an "Items due" item to the case records drop down menu, see attached screenshot for the drop down.

    5 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  9. Enable field codes and document approvals in staff training

    For staff supervision forms and training forms, enable field codes and document approvals to allow these forms to be completed from within ER.

    4 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  10. Copy Discharged File to Create New Referral for Readmission

    Allow users to copy select information from general, referral and compliance tabs of a discharged case to a new referral. This would save a lot of time if the child is readmitted. Things like name, date of birth, gender, ethnicity, religion, language, affidavit of removal, TB Test, Medicaid Number, Social Security Card, State/DVL, termination of parental rights, and any medical documents that have not expired yet, would automatically transfer to the new referral. This would save an abundance of data entry time.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. Secondary email to User accounts

    Having the ability to add secondary email to user/staff accounts

    2 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. Number Formatting

    Number formatting (slashes, dashes, parentheses) would be great for entering DOBs, social security numbers, and phone numbers.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow more customization for section titles on Family web. Specifically changing Online Forms to Online Entry Forms for less confusion.

    Allow more customization for wording on the foster family website. Or change Online Forms to Online Entry Forms for less confusion.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  14. Finalization Date Field

    Instead of the field "Finalization Ordered" in the General Case Information on a child's record, we'd like it to say "Finalization Date" - or perhaps have this field added to this section. Another option would be to allow these field titles to be edited/customized by us.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email Alerts to Correct Supervisor

    When the supervisor is changed for the 'Submit To' option, it still only sends an email alert to the worker's primary supervisor. When workers are changing the supervisor who needs to approve a report, it's because their primary supervisor is not available, therefore the email alert going only to the primary supervisor is not helpful. Workers have to remember to send a separate email to notify the alternate supervisor that there is a report needing approval, it would be much more convenient if ER would send it automatically.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. Transfer Home Information between Organizations

    We would like when adding foster care cases between Organizations that "general" information regarding the foster home would transfer as well. That way referral contact information could be shared without having to involve additional emails or phone calls bw organizations.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  17. Move the cancel and delete tabs away from saving.

    Could we separate the cancel and delete tabs away from the save and generate tabs. Accidentally hitting cancel/delete is horrible! Some of us work off of tablets and phones, which need to be blown up every time before hitting the tab to ensure not to hit cancel or delete.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  18. Search bar for file as opposed to drop box only

    Currently there Is only a Dropbox option when searching the case file on ER. It would be nice to have a search box option, where you can begin to type the name of the form you are looking for and It would pop up. It would be faster too. Especially when looking for a form or fie that may not yet have been generated. Instead of scrolling through the list several times trying to find it, you could just type it in and If it is there it will pop up, if not it wont.

    14 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  19. To be able to upload vehicle insurance for multiple vehicles.

    We would like the option to select vehicles when uploading the vehicle insurance policy. Some homes have multiple vehicles with the same policy and at this time the same document needs to be uploaded for each vehicle although its the same policy.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  20. Inquiry Pipeline

    Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.

    6 votes
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