Feedback/Ideas Forum
261 results found
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Bot - Import information from PDF and Word documents into the families records
I would like to import information into the families records from PDF and Word documents. This would save me time from inserting the information manually. This function would operate as a Bot. I would be able to revise the imported information for correctness and report any issues to ER for corrective actions.
12 votes -
1 vote
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Ease of access with emailing forms, visible information for contacts, and signatures.
Have a drop down of email addresses for each case file when emailing out a completed form and make it possible to send out a completed form to a group instead of having to send it multiple times.
Have drop downs with employee names to enter into a form instead of having to type multiple names.
Make emails visible in the people tab.
Be able to populate signatures by people that aren’t the case worker for facilities where multiple staff work on the same case files.1 vote -
Foster Care Module - View Financial Posted Revenue by Funding Organization
View Financial Posted Revenue by Funding Organization
3 votes -
Allow users to make fields required on the Health tab.
Under program settings on the Setup tab in the Required Case/Referral Fields box, allow options to make fields on the Health tab such as height, weight, and distinguishing marks required as this is important information for face sheets.
1 vote -
Add a "read receipt" option to Family Web notices
When we send a group email to families through "Post a message to homes", it would be helpful to include a "read receipt" check box so that we can track if a family has seen the item we have sent.
9 votes -
Foster Family Website submissions - add Child Name option to alert subject line
We were hoping to get a child's name appended to the subject line in the FFW alerts, since families often have more than one child. If they submit three "Clothing Receipts" items, it's easy to see them as identical. But if it says "Clothing Receipts (Child 1)", etc., that would be great.
You can do this in the regular Email Alerts, so I'm voting for that option too!
All we need though in Organization Settings -> Organization Preferences -> Family Web -> Emails -> Inbound Notifications from Families is a check box "Append Case Name to subject line".3 votes -
Require training hours - staff
We would like required training hours added for staff. Currently for foster parents it is within "Organization Preferences>Settings>Foster Parent Training Hours". For staff we would like to be able to require hours tied to the Group they are attached to.
3 votes -
Assign more than 2 Individuals to a Client
Both the Foster Care and GCM sides of the system need to allow more than 2 staff to be assigned to one client.
12 votes -
Custom "Marital Status" options on the Case Record
In our implementation, we serve a very diverse population. We need to be able to categorize their "marital status" beyond the traditional. Single, Married, Divorced, and Widowed" options built into extendedReach. This seems like a no-brainer, as custom options are available in the home settings.
Please add and vote!
3 votes -
summary of incidents - include status of incident on list
On the screen that shows a list of the # of incidents for the last 3, 7, or 30 days, include the status (draft, submitted, or completed) of the incident report.
3 votes -
Sync updates between User ID's & Staff Profiles
If the staff's title or branch is changed in either the staff profile or user ID, that info should sync to the other. Better yet, combine the User ID's & the Staff profiles to one thing. Having them separate is confusing.
3 votes -
1 vote
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Ability to Lock forms after Approval/Review
There needs to be a lock option once a form has been approved/reviewed. As it is, any form can be changed at any time, even after the forms has been approved. This option needs to be available on both sides Foster Care and GCM.
9 votes -
Automatically stop tracking expiration after household member moves out or pet is set to inactive
After we mark a household member as having moved out, or a pet as inactive, staff and foster parents are still being notified regarding their expiring documents. Please automatically stop tracking their expirations when we mark as moved out/inactive.
63 votes -
Add Ethnicity in the Client Information section of the General Tab. Race, then Ethnicity. This is a Civil Rights Compliance requirement.
In addition to Race, Civil Rights Compliance requires that organizations over 50 employees track Ethnicity and Disability. These should be included as part of the Client Information section of the General Tab and have the ability to make them required fields.
9 votes -
Showing calculated yearly training hours shown on Compliance Tab just like on the Home File under training, would expedite daily operations.
In order to ensure that our time is spent providing services and resources to our resource families and foster kids, it would be helpful to revise the compliance tab in order to view the total number of hours a resource parent has completed instead of having to click on each training and have to calculate the hours. It is time consuming and takes away precious time from other duties.
2 votes -
Having a spot on your workspace like an inbox that shows you the messages families have sent. At least showing unread messages.
It would be nice to have a spot on your workspace like an inbox that shows you the messages families have sent to you. At least showing unread messages. That way you don't have to go back and forth from your email to ER, it would all be in one spot. Also, if people have a rule set up for their email to directs all ER alerts to a specific folder they may miss a message from a family.
9 votes -
Auto Insurance Field
Auto-populate "Auto Insurance" with vehicles added in the Add Vehicle Tool like it does for "Auto Vehicle Registration".
4 votes -
Add a start date for medication
Medications can be prescribed and started on different days. We often have our psychiatrist prescribe on a Thursday but the new meds are not started till the following Tuesday.
6 votes
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