Feedback/Ideas Forum
92 results found
-
Web Documents should have attachment option
There are many occasions when workers would need to attach a document to a Web Document. Such as, if the Web Doc is a monthly contact note and a copy of an email needs to be attached. This feature already exists in the Foster Care eR, and should exist here too!
7 votes -
"Copy From Previous" but replace signatures with code
When using the "Copy from Previous" function in a web form, it would be helpful if the signatures did not copy over, but instead the code for the signatures copied over. This way, staff know that they still need to send documents to clients and supervisors for signature approval.
7 votes -
1 vote
-
increased security to client records
Include two-factor authentication
1 vote -
Custom tab only permission setting
The summaries tab (custom tab only) needs to be an option so that you can share zoho reports with staff but not all summary reports with staff. This option is available in the foster care module already
4 votes -
Appointment System - allow 2 way syncing
This appointment system is currently more like a reminder task list for the worker. There needs to be an immediate 2 way syncing between calendars to be used in real time so that you do not have to do double work and update multiple calendars if you have meeting invites on your outlook or gmail, etc. On outlook it creates an entirely new calendar instead of just integrating it with your own calendar.
6 votes -
Allow supervisors to edit/approve Treatment Goals from the Treatment Tab
Our program had to create a separate document that pulls all treatment goals through to allow us to edit and approve them. It would be extremely beneficial to be able to edit and approve goals from the treatment tab. We would then be able to pull them through to the Treatment plan easily and reduce the number of steps required to complete an ITP.
6 votes -
Prevent user from completing activity/report that still has pending external signatures
We would like to be able to configure an activity/report so that it cannot be marked as "Completed" if there are still pending external signature requests.
Sometimes a worker is unable to obtain an electronic signature that they sent out a signature request on but they do obtain a hard copy which they attach to the activity/report ...but they forget to revoke the signature request so it is then left as a pending signature request in the "Awaiting external signatures" list even though the activity/report has already been marked as completed. This means that you then have to go back…
34 votes -
Upcoming Events for Case Management Systems
Add an Upcoming Events section for Case Management systems to allow staff to easily view expired/upcoming training needs when they log in.
1 vote -
Add Funding Org to the whole Organization not each individual Program
Should be able to add a Funding Organization that is available to all programs, not have to add the same Funding Organization to each program separately!
2 votes -
Create a Field code "data Pull" Test
Create a method to "test" custom form when field codes are input into custom form builders without having to save and back out of the tool.
3 votes -
auto-populating custom form fields
Design autopopulating custom form fields (information guide field) that can either reflect data from another field on the same activity or create a number count that when data i entered autmoatically assignes and/or updates a number
4 votes -
Email notifications for any documentation on Client's profile entered by someone other than primary caseworker
Receive notification if someone uploads, documents activity or any other item on your client.
Notification of your client file being discharged, similar to notification currently received if someone assigns you a new case.1 vote -
Be consistent with date entry
It is nice to be able to enter dates as MM.DD but this is not always accepted and you have to click on the little tiny calendar and date. This gets time consuming. Specifically in the payment posting of check date and deposit date. Consistency is always a good thing.
1 vote -
Auditor access Case Management Module
It would be great to have an auditor profile in the Case Management Module. Auditors should only have access to documents that they are requesting or need to see instead of all documents.
7 votes -
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
1 vote -
Develop an "add aditional" button for additing extra fields in an activity
Create a feature that will allow the user to "add another" (i.e., Goals, person etc.,) as needed when a button is checked (i.e., similar to the secondary client feature on the general tab).
This would very useful for adding varying number of fields such as in a Treatment plan, where some clients will have more goals than others.
4 votes -
A Universal Insurance Provider List
Transitoin to a Universal Insurance Provider list (instead of lists for each organziaton ) to reduce number of required entries (or edits) containing the same information.
3 votes -
Multiple staff assigned to one case
Hi - My agency is starting to run cases that will need multiple staff assigned to one case. Right now, we have a case that needs 6 staff assigned to it. It could be more in the future. Is it possible to be able to add this to the features in the EHR?
Thank you!
4 votes -
Fix the 'Payments' so that the From (funding org) comes from the invoice not the case file.
When the funding org changes mid-month, you want the default to come from who you billed not who is currently in the case file. I understand this can be changed but it is a free form 'add' and if you don't get the funding org name exactly right you have payments from the same funding org under different names and that can get very messy. Either this way or provide a full list of the funding orgs to choose from not have it a free form 'add' of payor.
1 vote
- Don't see your idea?