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  1. Show # of Pending Documents as a column in the Admin "Inboxes" view

    When opening the Inbox config document - it would also be helpful see the list of pending docs right from that screen..

    Both these features would help w/debugging.

    Also gives opportunity when deleting inbox to give warning that un-posted docs would be deleted. (or some similar logic)

    2 votes
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  2. On the pending referrals page

    My idea is to make it so that the referrals page has options to add more variables such as the location and age of the client. That way you don't have to click on a client and look for their location because you would see it and it would make it easier to assign cases. Also it would be helpful if it could have a toggle option to change the list to alphabetical order so that clients can be found easier, or toggle by age (every variable available) :)

    2 votes
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  3. MAR for respite/short-term placements

    When foster parents provide respite, they are forced to enter something into every single box for the entire month of the MAR form. This is tedious and frustrating for foster parents. The system should have a way to recognize the short-term placement and allow the foster parents to by-pass the other dates of the month.

    2 votes
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  4. Adjustable permission levels for staff documents

    For our model of care, we have to collect documentation on staff performance/feedback. Because of the sensitive nature of this information, it should only be visible to the staff member's supervisor. It would helpful if you could adjust permission settings for staff documents so that certain reports or activities could be made confidential from everyone except the supervisor and system administrators.

    2 votes
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  5. Link Referral to Re-Admitted Case

    Our agency would like to utilize the re-admit feature and continue to track referrals for those cases. As of right now, our only option would be to either delete the referral since it cannot be merged with an open case or accept the referral and open a new case. We think it would be useful to have an option to accept the referral and link it to the re-admitted case.

    2 votes
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  6. Option to warn worker if an Activity or Report Type already exists that is in DRAFT status

    Many of our workers will start and activity or report, and then get distracted. This can create a draft. But when they return, often they'll go and just re-start the same Activity or Report type.

    This has lead to our implementation (2.5 months old) having over 100 Activities left in Draft status.

    It would be great if one of the configuration options on new Activity and Report types could be set to trigger a warning/pop-up that lets the worker know an Activity or Report type they are trying to add already exists in Draft status under their user account.

    Thanks!

    2 votes
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  7. Bulk Change assigned worker

    We have had an employee leave so we had to change the assigned worker. The same worker will be taking over all the cases. Right now you have to go into each family and individually change the worker. I had to change approximately 30 this way which gets time consuming

    2 votes
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  8. 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
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  9. 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
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  10. Variance in Required Home Fields Depending on Status (Inquiry vs Applicant vs Licensed)

    When an inquiry is received, we may only get the very minimum, basic information on a potential foster family (name, email, phone number) but as they move through the process (applicant to licensure) it would be nice if the required fields could be customized based on what is needed depending on the phase of the process the family is in.

    2 votes
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  11. Add sorting/filtering options for active cases on dashboard

    Sort by program, alphabet, etc.
    Helps a lot with a large case load

    2 votes
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  12. 1 vote
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  13. Create integration with GA Score

    Create an integration for customers to send data from eR to the GA Score system.

    Potential data points to include:
    * dates for children medical, dental, and educational/academic supports
    * training dates for both staff and foster parents
    * dates for Foster Parent and household members medicals (dates), immunizations (dates), and CPR/1st Aid training (dates)
    * background checks (document and date), internet safety checks (document and date)
    * documents needed for initial and re-evaluations

    1 vote
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  14. Placement changes with start / end times

    If a respite placement is not starting until 4pm on Monday, we don't want the system to change the child's placement UNTIL 4PM on Monday. Right now, the child's placement changes too soon and leaves the foster home without access to the child in the FFW. Please allow start/end times for placement changes.

    1 vote
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  15. Making extended reach more user friendly for us

    It would help us out so much if we were able to create an incident report or a safety hold from the progress notes. I have asked before instead of someone seeing if it could be done the answer was just no. The way technology is set up and has evolve, I doubt if it is impossible to generate. I have worked with other software and I know it's possible. We have to track out clients behaviors and it just make since to do so.

    It will also be great if we were able to group print all the information…

    1 vote
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  16. Ability to download aging report "as of date xx/xx/xx" in excel

    The Excel download for the Aging Report is only available when viewing as of the current date. There isn't a way to download an Excel file of the "Aging Report as of Date" view - this is only available as a PDF currently.

    1 vote
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  17. Ability to upload payments as a batch versus entering them individually

    To be efficient, can you add the ability to upload a file to apply payments to client (based on their PID) to specific invoices. Currently, we are having to enter individual payments for the 500+ client payments we receive each month. This results in typing and clicking on individual clients and takes several hours/days to complete.

    1 vote
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  18. 1 vote
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  19. There should be a way to make confidential the emergency contact information.

    As it stands now, anyone logging into the extended reach can see another staff member's emergency contact information. That information should be shielded and only available to users with admin access.

    1 vote
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  20. Modify Staff Profile

    Allow more than one emergency contact to be added

    1 vote
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