Feedback/Ideas Forum
276 results found
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Staff Permissions for Multiple Branches
We are able to set up staff access to multiple branches but there is currently no way to limit the staff to only view the branches they are assigned to. Currently they can see and access general information in branches that do not pertain to them. This would be a huge feature so staff do not see information that they do not need access to.
3 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 -
The ability to assign dates under auditor
It would be great to have the ability to assign date timeframes when assigning the auditor function. For example, if the auditor is requesting to view only 30 days of documents, the ability to assign only 30 days instead of the entire file would be great.
4 votes -
Change DFPS Caseworker to Managing Conservator
For those that have moved into Phase 2 of Community Based Care with St. Francis, there are no longer DFPS workers of any kind associated with a case. Yet there are DFPS labels on client tabs. Those can be changed to Managing Conservator and Managing Conservator Supervisor and will cover any type of placement.
1 vote -
Add option for "Awaiting Approval" box to be enabled for any user's workspace, not limited to Supervisors and Admin Support.
Our case carrying and licensing staff are responsible for approving activities and reports in exR, but can only be notified of items awaiting their approval via email alerts since their user settings do not allow them to add the "Awaiting Approval" inbox to their workspace. Allowing case carrying staff to see both their case roster/home roster and the "Awaiting Approval" inbox on their workspace would greatly reduce our reliance on email alerts. This would help counteract the negative impact of the recent secure email rollout, and the email alert delays we have been experiencing.
53 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 -
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 -
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 -
Add ability to clone an email alert
In the same way that reports and activities can be cloned and then altered, it would be helpful to have that same ability to clone an email alert.
3 votes -
Send and track references
We use Extended Reach exclusively to track new resource parent applications, and it works like a dream! Applicants fill out forms in their Family web, and we can then review and approve them. The only thing it doesn't do for us right now is send out references. It would be awesome to be able to have this automated in some way. We used Binti before eR and it did this for us. Families would enter their references and it would automatically send out the form via email to each reference and then file it in the same location as it…
6 votes -
"Stop Tracking" while On Hold - Expiration dates
When you place a family "On Hold", you have the option to "Hide Due Tasks" while On Hold.
Please also add "Hide Expiring/Expired Tasks"1 vote -
do not show in foster home reminders
Can we have the function "do not show in Foster Home reminders (advanced)" available for Foster care reports/activities?
3 votes -
The capability to copy PRN medications to other clients
I would like to copy PRN meds to all clients
1 vote -
Adding external signature features to staff documents and trainings
We have at least a hundred traingings that our staff do. It would cut down on paper if we could have the feature to add external signature collection to staffing documents and trainings.
6 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 -
Employee Training Report by Month
Could the ability to run reports that display trainings by month for each individual employee be added, possibly with the ability to have users electronically initial or sign each training? We print out training logs for each employee every month so that their trainings can be initialed, and having an option for these reports would be helpful.
1 vote -
Limiting administrators to see specific programs within your organization
In our ER right now we have multiple Administrators that have access to all programs and clients. We would like to have the ability to limit Administrators to see only certain programs and not have access to all programs and clients within our organization.
1 vote -
"Allow Custom Form field codes to be generated manually" in a way that doesn't erase the rest of the document
Since we cannot currently pull reports into a document, it would be nice to know that when we updated information the case worker could update their document without erasing everything they have already done.
8 votes -
Make "trigger" formulas more dynamic and accessible
It would be great to trigger documents based on grade, Special education, if a foster home has fire arms, pools/body of water, etc.
9 votes -
In the Immunization Tab Would it be possible to have a drop down field instead of a text box for the Other Vaccinations field?
In the Immunization Tab Would it be possible to have a drop down field instead of a text box for the Other Vaccinations field? We want to use it for the Covid Vaccines and have these choices on the dropdown (Fully Vaccinated, Partially Vaccinated, Booster).
1 vote
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