Feedback/Ideas Forum
258 results found
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1 vote
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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 -
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 -
1 vote
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
Mass Add New Staff as worker to Cases/Homes from an Existing Worker
As new staff are onboarded and take on some of the cases/homes from existing workers or added as a secondary, it would be helpful to be able to mass add the worker to the homes/cases instead of going into each one.
1 vote -
Email Alert History
It would be nice on the INFC and GCM side if I could pull a report, even in ZOHO, of all the email alerts so I can be sure they are going to the correct people.
1 vote -
inquiry sorting
I would love to be able to sort inquiries by the date of last contact.
1 vote -
Pharmacy added to the Health tab.
Pharmacy added to the Health tab under Summary, along with other Medical Contacts.
1 vote -
Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff
Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff
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 -
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 -
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 -
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
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