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…

    26 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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.

    14 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add a filter to homes and inquiries by "church"

    Add a filter to homes and inquiries summary by "church". Some of the churches we work with have requested a report of the number of families who are a foster or adoptive family within their church, so they can promote foster care and adoption needs in the community. They often sponsor events, in which it would be nice to see who has shown an interest in different programs and would make a good reporting tool within the organization as well.

    2 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. Option to "Post Message to Homes" so the message sends from alerts@extendedreach.com

    Need an option when using "post message to homes" so the email sends from alerts@extendedreach.com (or any other 'no reply' email address) rather than the email of the user sending the message.

    2 votes
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  6. 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.

    8 votes
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  7. Pull in FP or Household Member names into compliance items and not just on training. Instead of DL (Primary) it would pull & show DL (Jane)

    You currently pull in FP names for training items. I request that FP names also be pulled into the (Parent A) (Parent B) (Household Member) sections in the compliance / activity / report names to be view-able on the compliance tab.

    9 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. add department to staff compliance list

    On the Staff Events + Expirations List -- it would be helpful to include the staff member's department, instead of just their name. This way we could easily sort by department.

    1 vote
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  9. Staff Profiles

    1. Have the ability to set up a monthly email reminder to staff for clearances they have due. Similar to the monthly email that is sent out from the Foster Family Website, this would include everything that is due in the next 30, 60, 90 days and specifically what is due.

    2. If the above option isn't possible, it would be helpful to be able to customize the email alerts going out to staff for their compliance items. It would be nice to be able to use field codes to pull in the correct information for the email alert rather…

    3 votes
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  10. multi factor authentication

    As an extra security feature, our IT company recommends two factor authentication - which would make a more secure method of log-in for our staff, especially if logging-in off site.

    3 votes
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  11. Parent upload allowance loga

    Parents need a way to upload allowance logs to extended reach through the family web portal.

    1 vote
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  12. A list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month.

    Get a list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month, but NOT broken out by agency SWs, just a list of the FPs.

    1 vote
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  13. Make "rate level" optional

    There are only a few automatic required fields on the general case tab and "rate level" is one of those. Our organization is a non-profit that does not receive funding so we would love to hide all billing information, especially on the case side panel.

    10 votes
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  14. A way to generate a report on discharge summaries to find out which ones are missing.

    A way to generate a report on which discharge summaries have been submitted so it's easier to find out which ones are missing.

    1 vote
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  15. Add an area to type a message to go along with reports emailed.

    When emailing quarterly reports with treatment plans, in order to request the social worker to sign, it is necessary to email from outside of ER because there is no way to type a message when emailing directly from ER.

    7 votes
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  16. Option to Attach PP Slideshow to Home File

    It would be beneficial to include an option to attach a powerpoint slideshow similar to a word document, where it can be edited in the same format. This would be helpful to document and refer back to the photos included in home studies for each family's licensing file.

    18 votes
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  17. Staff Directory

    I would like to suggest adding a staff directory with pictures in order for our resource parents to identify who it is with the agency they are speaking to prior to meeting them.

    1 vote
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  18. Allow custom fields for Staff Profiles

    Allow custom fields on Staff Profiles; in the General Information Section. Doing so will allow agencies to enter, track and locate additional credentials and licensures. For example, the therapists on our staff have a BBS License Number, a NPI Number and Simon Number. It would be nice to see this data all in one place...without clicking on several tabs or opening several documents.

    1 vote
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  19. For the 3 day medical, should there be a medical form to generate

    For the 3 day medical, should there be a medical form to generate

    7 votes
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  20. 23 votes
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