Feedback/Ideas Forum
258 results found
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Additional formatting options in custom forms
Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...
6 votes -
Two factor authentication requirement after 24 hours
We enabled two factor authentication for all our users, but noticed that when you login and type in your 2FA code there is an option to "remember this computer". If a user checks this, they are never asked for 2FA if they're logging in on the same device. This essentially allows the user to disable 2FA. The "remember this computer" option should be removed or at least require users to do 2FA authentication every 24 hours.
1 vote -
Print button to My Workspace
Add a print button to the 'My workspace' that would allow you to print blank forms instead of going into a specific chart to print. This would give the opportunity to print forms for a child that is referred but not yet placed with the agency.
4 votes -
Review Button versus Approval Button
Instead of having it say "Approval" can we change it to say "Reviewed" or have both as an option? We are running into the issue when this comes to licensure and certain staff "approving" notes when they don't have the right credentials to "approve". They are more "reviewing" it to make sure all boxes are checked. On some documents in gets into a legal issue when it says "Approved By" when it should be "Reviewed By".
1 vote -
Compliance Checklist for the client, in the Foster Family Website
Can we get the compliance checklist for the client in the foster family website so the foster parent can see what needs to be completed each month for the client.
1 vote -
Ability to exclude certain homes from "Copy this activity (when completed) to" based on office location.
Workers are often assigned to cases/homes in multiple localities and contacts may be sent to specific homes rather than all. Having the option to exclude certain home files based on locality from receiving the activity uploaded would save workers time. Currently, they are required to delete the activity from each irrelevant home file or manually uploading each contact individually.
1 vote -
Inbox for Foster Parents
I think it would be beneficial to add a documents inbox for the foster parents to submit any documentation and not specify the subject, mainly for those families or parents who are not very computer savvy.
1 vote -
Add a My Active Drafts under the My Summary tab
It would be extremely helpful to add in a link for all the active or open drafts under the My Summary tab.
1 vote -
3 votes
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We need to include three forms to our Case Roster Compliance Intake section: Malnutrition Screening, PROMIS (Global Health) Suicide Screeni
We need to add some additional forms within Compliance Intake: Malnutrition Screening, PROMIS (Global Health) Suicide Screening. We also need to include our Contact Call List.
1 vote -
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 -
Force all users to logoff and re-authenticate
Provide functionality for system administrators to force all users to logoff and re-authenticate before accessing the system again, including via two-factor authentication.
2 votes -
Program or Organization Setting preventing Activities or Reports being added to closed cases
We need to prevent users (by user group preferably) from adding activities and/or reports to cases that have been closed.
We run 2 programs, one is our residential program which transitions folks onto their next chapter living outside of our facilities. As part of the services we offer, we enroll them into an "Aftercare" program which is for folks who don't live in our residential facilities. Sometimes, folks will accidentally enter activities on the closed case (not sure how they end up there, but it happens).
This feels like it should already be a feature in a multi-program tool, so…
12 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 -
Activity Triggered, nested in-screen Report Types
We have a Participant Outcomes report type that we created to make it quick and easy for our workers to record non-goal outcomes, for the folks they support. Attached form guidance I sent out to the team for reference. This form records information almost ALWAYS that is learned/gathered during one of a many different Activity Types we've built for workers to account for time and add detail about the encounter with the people we serve.
The feature I am requesting is that we be able to choose a setting to "Nest" this form into multiple Activities so the user will…
15 votes -
Add a "Save & Exit" button on the ribbon between "Cancel" & "Save".
The "Save" button would be used to save your work in a report or activity and continue working to keep from losing information if there is a computer or internet glitch. The "Save & Exit" or "Save & Close" button would save your work and take you back to the previous screen which is what the current "Save" button does.
8 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
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