Feedback/Ideas Forum
251 results found
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signatures
Allow Branch Administrators(and system administrators) to add their signature (with an addendum would be amazing) to any document within their branch without configuring the form to have an additional approval.
At times, our agency needs the ability to show that upper level administration has reviewed incidents, occurrences, and other documents. This is needed when the assigned program director is on vacation, out on leave or when sensitive/ volatile situations have been addressed.
3 votes -
Add an Optional Message box to the Email dropdown of activities/reports
Add an Optional Message box to the Email pop-up for activities/reports similar to the Collecting External Signatures pop-up.
4 votes -
Add a Revenue by Funding Org to the Foster Care Module.
Add a Revenue Posted by Funding Org to the Foster Care Module. I would think this is a simple request. If not, please let me know why.
3 votes -
Scheduled Rate Changes
Similar to scheduled placement changes, it would VERY helpful to have the ability to schedule a rate level change for a future date. We have rate levels that are approved early but don't go into effect until a certain date, and cannot put that in until the actual date it occurs. We also have a new program where the rate level is pre-determined but changes sometimes 1-2 times while they are in the short-term program, and being able to tell the program ahead of time that they came in at one rate (half day rate), will increase to a full…
1 vote -
accepted referral
In addition to admission(Foster care) or case open (GCM) triggers, there should also be an option to trigger documentation off of an "accepted" referral.
3 votes -
Ability to open/read multiple incident reports at the same time.
In KC, case managers could pull multiple IR's on one screen to search for information or be able to easily send the information to DCS.
4 votes -
Ability to add more than one court date and tracking.
We need to enter more than one court date, (need to add 2 dates sometimes). The dates are Not Tracked, once the court date is removed the system keeps no record in system.
1 vote -
Adding all participants placed at a specific placement for a Group Note
We use group notes to alert all participants placed at a single site in certain situations. We'd like to see a link to "Add all open cases placed at.." on activities setup for the Group functionality. Click the link should prompt for the worker to select the placement from a list. Then, it should add all participants with an active placement at that location.
This makes sense for the Foster Care module. Screenshot below.
3 votes -
Ability to choose Adding Report = Waived, Pending
I upload a lot and when I'm done, I go back and see mostly green/yellow, which is great. But the RED dots... it would be nice to chose either Waived or Pending and change the color to Black or Grey, etc. It would save time not having to go back and find it was Pending or Waived.
3 votes -
Provider Type Change - Record Date
We would like to be able to record when a home's provider type changes by prompting for an effective date when saving.
1 vote -
Ability to print attempts to obtain external signatures.
Elks Aidmore needs to print and review attempts to obtain external signatures.
1 vote -
Separate Voluntary TPR for Each Parent
Add a voluntary TPR checkbox for each parent to accurately capture all ways that parental rights are terminated. In some situations, a petition has been filed, one parent releases rights, and one goes to trial. Additionally, it would allow us to capture when one parent voluntarily releases without a petition being filed.
1 vote -
Add identification on people/relationships
It would be helpful to have the option to add identification and/or a picture to relationships/people. We have to have IDs if contacts take our clients on outings. It would make sense for our staff to be able to check the people tab when they check the approved contact and see that we already got their ID or if we didn't. We also have No contact people and need to have their photo easily viewable in case they ever showed up to our shelter.
6 votes -
Inquiry Email Alerts
Allow e-mail alerts to be specific to inquiries, beyond when an inquiry is opened or closed.
3 votes -
Automatically stop tracking expiration dates when a home is closed
After we "discharge" a home, all items that were being tracked for an expiration date should automatically end rather than needing to go into each individual document.
9 votes -
Enable a "Group by" functionality for "Last Contact" on the Inquiries/Homes lists.
Inquiries come into the portal from our website and we need the capability to group those by last contact so that we can track their status more efficiently.
1 vote -
Upload template to auto-create & populate new referral, case, etc.
Create template forms that can be filled out by an external party (typed-in, not handwritten), emailed/uploaded into ER, and then "approved" into automatically creating a referral or case and use data from the form to populate the fields in the referral or case. Possibly a form & form "map" situation where the map tells ER which fields to populate with data from the uploaded form.
3 votes -
Add "Do not print" option to all fields in Custom Form Builder
Would be nice to be able to tag specific fields as "Do not print" (not just if blank) so, for example, dropdowns/conditional fields can be used for other conditional fields to appear, but the dropdowns wouldn't appear on the print output.
3 votes -
Create the ability to allow more than 2 court dates at a time
Create the ability to allow more than 2 court dates at a time and tracking as well.
1 vote -
Foster Family Website submission report
It would be nice to be able to pull a report that shows all items currently submitted and those that have been submitted through the Foster Family website as well as drafted items.
1 vote
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