Feedback/Ideas Forum
254 results found
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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 -
Automatically stop tracking expiration dates when a home is closed
After we "discharge" a home, all items that were being tracked for an expiration date should automatically end rather than needing to go into each individual document.
9 votes -
Foster Family Web
I'd like for foster families to have access to see the files that are shared with them in the Compliance Checklist on the FFW. Currently they can see the name of the activity/report and the expiration/completion date, but not the ability to see the actual document.
9 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 -
Doc file name change in ER
Please make a way for us to be able o change the document file name once we upload them into ER instead of only naming it once we scan hem on the scanner keyboard, this way if we make a mistake we can change the doc names within ER.
8 votes -
Ability to add multiple families to a case note
Kaleidacare had the ability to select multiple families for one case note. Extended Reach is extremely time consuming having to add that same case note individually for every family.
8 votes -
"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 -
Undo for eR Inbox
SWs who need to move dozens of files from their eR Inbox to the appropriate Compliance item occasionally slip up; They would love an option in the eR Inbox to UNDO LAST ACTION, or something to that effect. Otherwise, the item disappears from the inbox, and you have to download it from the item, delete the wrong compliance item, re-email it, open the case, attach again. Would save a lot of time.
8 votes -
Share only the most recent attachment completed to Family Web
Would like to see a setting that would share only the most recently completed attachment to the Family Website. Currently, what the home sees is multiple attachments, some years old. It'd be helpful and less confusing for only the most recent completed shared to the Family Web.
8 votes -
Family Website tab could have a lot more functionality
When a family uploads a document from the FFW, it shows up in the "Family Website" tab, saying "Note", when they uploaded, and the name of their document.
Unless they named the attachment beautifully, there's no way of knowing what document it is without opening the attachment. You also can't click on the Note to take you to the compliance item.
Can you:
1) Add a line in the Note that says the name of the Compliance item the upload was targeted for?
and/or
2) Make it so the item is clickable and takes you to the Compliance item to…8 votes -
Showing only current shared files
Could you make it an option to show only current forms in the Shared Files section on the FFW? We have families that reference forms in that section and get confused which form they need to refer to.
7 votes -
Create easy access to shared files or blank PDF forms by placing them on Compliance tab next to each required item.
Move or link blank PDF or Word files to the Compliance Tab requirements similar to configurator forms. This will increase easy of finding documents that need printed and filled out.
Example: I'm on the phone with a Foster Parent. They are looking at the Family Website and see a red compliance item on their checklist. They click on it to find the form, similar to configurator forms, but nothing appears because it is a PDF or Word document. Instead of having the parent search for the form list, have a small document link next to the red compliance bullet. Click…
7 votes -
Customize the Outbound List
I would like to be able to post a message to only our homes that have openings. This would help with referrals. Currently, our only options are All Homes, Licensed Families, Applicants, Inquiries or remember and check box every family we want to send the message to
7 votes -
Allow more than one attachment when sending emails via the Family Web
Allow users to send multiple attachments when sharing information via the Family Web to reduce the number of posts families need to review when agencies are making announcements or during processes like renewals and amendments
7 votes -
Show Alerts on Home Page (and Mobile App Notifications) vs. just Email
Give users the option (on User Preferences screen) to have email alerts appear on their home page vs. receiving an email.
Alerts could be dismissed or an alert history could be maintained.
Support browser-based/mobile app notifications for events such as when a report is ready to review + approve.
7 votes -
Add a duplicate button for duplicate referrals
We receive numerous duplicated referrals often and would like to be able to add new date with existing demographics to system instead of re-adding all this data again and again. It would be a real timesaver for our intake department.
6 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 -
Print Activity and Reports by a certain dates.
It would be helpful to have the option to select certain time frame to print Activity and Reports. Have the ability to enter Month/date/year.
6 votes -
Foster Family Website "Draft" Status Confirmation
When Foster Families open a report through the FFW, they see the same confirmation screen whether they click "Submit" or "Save as Draft." When they save as draft, the system tells them:
"Your report has been successfully SUBMITTED". Please change the confirmation screen to inform them they saved the report as draft.6 votes -
Allow documents uploaded to inbox to be uploaded to compliance tab
When staff scan documents to my inbox to upload I'd like to have a dropdown that shows which documents are in the compliance tab as well so I can upload certain ones specific to that tab.
6 votes
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