Feedback/Ideas Forum

  1. Add the option to add columns to the Generate Invoice view. i.e., caseworker, category, total minutes.

    Add the option to add columns to the Generate Invoice view. i.e., caseworker, category, total minutes. I use this information to easily export to excel for data analysis.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include "Next" appointment column for both cases AND referrals

    Include the "next" appointment feature that exists in the last column of the case list on the staff's workspace and do the same thing for accepted referrals. This would be helpful for to know which referrals have or have not already been scheduled for their initial appointment.

    7 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Email Alerts table to include the Event Type and Activity/Report

    Add the event type and activity/report types as additional columns to the excel export of the email alerts table. This would be of great benefit when there are name changes to any of the activities/reports so that we can easily find where that report/activity name is located and which alerts it pertains to.

    4 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Capability to send mass text to clients

    Our staff would love to be able to send text messages to clients from eR. I envision a client dropdown like when file from your eR inbox, so staff could select the individuals to receive the text, with a field to enter the text message, that would upload to the client's record.

    13 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. Link files with using SSN or identical name, in the case of adoption

    Currently you can link files between DOB, name, and SSN. We have an issue when the child's name changes with adoption, and families do not want to share the child's SSN. We need another way to link, such as Medicaid number for example. SSN is becoming more private, with fewer uses of the SSN due to identity theft.

    1 vote
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add "Items due" to Case Record dropdown

    Please add an "Items due" item to the case records drop down menu, see attached screenshot for the drop down.

    5 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. Copy Discharged File to Create New Referral for Readmission

    Allow users to copy select information from general, referral and compliance tabs of a discharged case to a new referral. This would save a lot of time if the child is readmitted. Things like name, date of birth, gender, ethnicity, religion, language, affidavit of removal, TB Test, Medicaid Number, Social Security Card, State/DVL, termination of parental rights, and any medical documents that have not expired yet, would automatically transfer to the new referral. This would save an abundance of data entry time.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. Secondary email to User accounts

    Having the ability to add secondary email to user/staff accounts

    2 votes
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  9. General Activity with Approval Option

    It would be helpful for monitoring general activity submissions if there was the option to require approval for general activities.

    1 vote
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  10. Custom forms for staff documents & trainings

    Allow the use of custom forms for staff documents & trainings in both FC & GCM modules.

    18 votes
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    3 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create a report that would show the memo line for Write-Off Adjustments

    This report would be helpful in gauging what we are writing off and why.

    2 votes
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow edits/deletes after 24 hours for specific reports/activities

    I'd like to dictate certain activities/reports that can be edited/deleted by caseworkers after 24 hours without needing the involvement of the branch or system admin.

    3 votes
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  13. Read only access for cross-agency client

    Would be helpful to create read-only access for cross-agency clients. Currently, anyone other than the assigned caseworker can access a linked client and enter activity/reports.

    2 votes
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  14. Client Pictures

    It would be nice to have multiple field codes for pictures. The picture displayed in the chart may not be the picture we want to pop up on the face sheet. We have so many cute pictures of our kiddos that we would love to look at everyday in the chart- compared to the ones that would be more for public consumption (in the case of an AWOL or police intervention). In those cases, we would like to use a more serious picture and not a cute one of them cuddling a dog or something :)

    3 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. DHHS and other payments sources show as pending.

    Other payment sources such as DHHS show as pending like insurance so the client bill is accurate. Currently it is showing as client owed and that is not the case. This is concerning because we have to send the bill in order to collect fees that are the clients responsibility but then they see a huge bill that is not correct and it causes them unnecessary stress.

    1 vote
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  16. Due Date Option

    The ability to choose to have activity/report due dates auto-calculate based on business days instead of days only.

    1 vote
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  17. Email alerts to workers for client responses to SMS appointment reminders

    Create an email alert event type in GCM for client responses to SMS appointment reminders - so a worker receives alerts for appointment confirmations and reschedule requests without having to check the history of an appointment record.

    10 votes
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  18. Add New Activity Configuration Options for "Rate varies based on client age"

    Similar to the option to vary a rate based on insurance, but the ability to add an age range.

    For example, age 0-19 = $x.xx and age 20-99 = $x.xx.

    4 votes
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  19. 4 votes
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  20. Add the ability to upload/attach documentation to an "Authorization record" in a GCM system

    Currently, an authorization from an insurance company, funding source, etc. must be uploaded into an activity/report separately from where the actual authorization data is entered on the Financial Tab.

    It would be fantastic if the Authorization record had the ability to upload/attach documents so the documentation for each specific Authorization could live where the data for said authorization is actually entered vs. filtering through a Case File tab and trying to determine which documents go to which authorizations.

    Adding custom fields to the activity/report to help identify which upload goes with which Authorization record isn't really helpful because then a…

    1 vote
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