Feedback/Ideas Forum

  1. Allow Duplication of Elements within Custom Forms

    This might be tricky to implement, but it would be a HUGE timesaver when designing custom forms with a lot of repeating elements.

    The user would be able to select a series of items that need to be duplicated in the form and then click on a button in the toolbar to duplicate the selected items.

    I attached a demonstration of this concept to provide a visual reference for how I think it might look.

    Thanks!

    60 votes
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    6 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    50 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Configuration option to stop tracking expiration if expiration date is after the home closes

    It would be helpful to have a stop tracking expiration date if the date is after the home closes, similar to the due dates being removed if they are due after the date the home closed.

    16 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Compliance Section Grouping download

    In the Case File section, there should be a list where the compliance sections are grouped together to download. If i have a category in the compliance section that is "Legal" and 15 line items that belong in that category, we should be able to just download that section for auditing/redacting purposes. The case file list doesn't separate the items that are needed by compliance list bulk category, just individual types and it ends up mixing all different types of documents that take time to sort through.

    10 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow Additional Column to Compliance Tab

    Right now, there are only two columns in the compliance tab. It would be nice to be able to add a third column so we can separate out some of the sections further and not having columns that are super long. It feels like the sections at the end get sort of lost.

    Thank you for your consideration!

    7 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Undo for eR Inbox

    SWs who need to move dozens of files from their eR Inbox to the appropriate Compliance item occasionally slip up; They would love an option in the eR Inbox to UNDO LAST ACTION, or something to that effect. Otherwise, the item disappears from the inbox, and you have to download it from the item, delete the wrong compliance item, re-email it, open the case, attach again. Would save a lot of time.

    5 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add this option to expiring items: Assign to specific worker vs assigned worker (advanced)

    Add "Assign to specific worker vs assigned worker (advanced)" so that items relating to specific roles can be delegated as such.

    12 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow more than one attachment when sending emails via the Family Web

    Allow users to send multiple attachments when sharing information via the Family Web to reduce the number of posts families need to review when agencies are making announcements or during processes like renewals and amendments

    7 votes
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  9. ability to rename docs generated in extended reach. the docs generated in er are named randomly with letters and numbers.

    It would be great to be able to rename file/docs generated in extended reach. I see letter number combinations that are not relevant to dates, and other more intuitive ways I would generally use to organize docs.
    It would be a time saver not to have to download and save a doc generated in extended reach in order to rename it and upload it again into extended reach.

    2 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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  11. allow option to rename uploaded documents or documents sent through erinbox

    We need to have a name on uploaded documents and documents sent to the er inbox cannot be renamed so we can't use this option.

    4 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    12 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add an "Add Vehicle/ Pet Button" to Family Website

    We currently have to have a separate activity run in order for a foster home to notify their workers of a vehicle or pet change. It would be a helpful addition if there was a way to allow families to add vehicles or pets like our workers can.

    An additional feature related to this would be to allow them to "remove" a listed "active" vehicle or pet from their home as well and provide the related information as to when they were removed as well.

    4 votes
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  14. Extended Reach Chat

    It would be really cool if Extended Reach had a chat. When staff and/or foster parents are signed in to Extended Reach, we can chat with each other; possibly Back Office as well.

    1 vote
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  15. Number Formatting

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

    3 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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!

    17 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  17. Transferring/Copying Client Contact Info to Address Book

    Create a way to easily copy a client's contact information to the address book (i.e. copying the info from the referral form and/or General Case Tab)

    1 vote
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  18. Make a way to make mass changes of staff Supervisor when one leaves and is replaced. Allow import to Staff Profiles.

    We would like to be able to make mass changes of the supervisor for staff when one leaves. Since we can export the staff profiles, could we be able to import back with the changes we need? In our agency almost all our staff are set up with one supervisor, but there are over 50 staff.

    1 vote
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  19. Photos of Employees on their Staff Profile

    Staff profiles should have the option to upload a photo of the employee, as we do for the resident case profiles. It is helpful to know who is who, especially for newer employees.

    3 votes
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  20. Average Length of Stay report grouped by fiscal year

    Currently the Length of say report only pulls by calendar year. Add the ability to pull it by fiscal year as well.

    3 votes
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