Feedback/Ideas Forum
93 results found
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GCM Report Locking Capability
There is the capability on the RES side to lock both activities and reports 24-hours after being marked complete, but on the GCM side, you can only lock activities, not reports. This capability should be available across all eR systems.
3 votes -
fee schedule for billing on the backend
Create a fee schedule upload for billing on the backend like in KCare so that we do not have to go into each individual activity and risk errors every time there is a change. It takes way too long to do billing
3 votes -
Put Add file from another activity or report button in GCM Program!
There is an "add file from another activity or report button" in the foster care module that allows you to search the case file or pdfs in ExtendedReach to pull into that document, and it is amazing. This would be great to have in GCM since we admit people into multiple programs to be able to place files that are already in the case files into the correct places without having to constantly re-download them. See attachment for the button I am referring to.
7 votes -
1 vote
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text appointment reminder at multiple intervals for clients on th GCM module
Please add the ability to schedule multiple interval text appointment reminders in the program configurator. Clients could get a text reminder 5 days, 2 days, and 1 day before their scheduled appointment through eR.
19 votes -
Can we have a waitlist section under referral?
We would like a seperate section other than "pending" to say waitlist.
Also to see what is pending v Accepted in the monthly time frame.
4 votes -
Move Awaiting Approval above Workers on home screen
Supervisors have a list of all workers on their screen, making the Awaiting Approval list way at the bottom and off screen unless they scroll down. The ability to move this Awaiting Approval list above the Workers List (as it's a much more time sensitive need) would be incredibly helpful as then it's right in their face when they log in to the system.
4 votes -
5 votes
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Mass Communication with Clients in RES and GCM databases
It would be wonderful if we were able to do mass communication (email, text) with clients directly in the eR system and then that action would create a contact note for the client(s) on their file.
6 votes -
The ability to identify a form as a medical form on the GCM side of the system
We should be able to mark a GCM form as medical like we can on the Residential side of the system. That way, we can specify which types of case notes or pieces of the client contact record we would like to pull or field code that type of information into a form.
3 votes -
A Family Preservation/Reunification Program
We need a system that works for days care but is not a substitute care (Residential or Foster Care) program. Our Family Preservation program would benefit greatly from the options on the GCM side but are currently stuck on the Foster Care side in order to bill properly. Reunification is a new program that will be similar to Family Preservation.
4 votes -
5 votes
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It would be great if we couold perform mass adjustments in eR.
the rate for a particular code increased, however, the rate was not updated in eR until months later. It would be great to identify those lines items and complete mass adjustments to prevent having to go into each invoice to complete the adjustments.
4 votes -
Print Formatting
Provide further customized options in how Reports and Activities are formatted when printed. Some of the Reports can be quite lengthy, have empty space, and generally are hard to read when printed. If the reports could be exported to an uploaded Word document format with the assigned field codes before printing, that would be a big help.
8 votes -
Field Code number assignment
Provide the ability to directly edit field code number assignments. When changes are made to Reports, past and future data are sometimes no longer in alignment. Being able to manually assign field code entries would make editing easier.
6 votes -
Calculations within Reports and Activities
Have Reports and Activities internally perform calculations based on field code entries. This would minimize risk of errors in which reports need to display a calculation based on field code entries
6 votes -
Configuration for automatic sync to Zoho after Report completion
Add a feature to the Activity and Report configurations that forces an upload to Zoho when submitting. I know it is possible to do it manually in System Configuration, but having this directly attached to specific submissions would be extremely helpful for up to date Zoho reporting.
4 votes -
Multiple client entry in a single Report
Have Reports and Activities that allow for collection of data for multiple clients, which results in separate Reports/Activities for each client. I would think you would have to designate which field codes are assigned to each patient (i.e., all included patients, individual patients, groups of patients based on conditional logic). This would be helpful for some of our reports that we email out in the completed form
7 votes -
Hide custom form responses with "do not print" for portions of documentation that are used for internal purposes only
Our organization has a requirement to document information/field responses on a custom form (for internal purposes only) that we do NOT want to print on the note that is shared with the client/guardian/caregiver or external providers, but we need to be able to collect this data in ZOHO so using the "comments" tab to hide this information will not work for us.
In eR’s custom forms, we can only configure the Help Text to “Do not print” - we cannot set an actual form response to “Do not print”… our only available option is to “do not print if blank”…
1 vote -
Community Programs: Add tracking of Ethnicity to the Primary Client Information and give the option to be a required field
Community Programs: Add tracking of Ethnicity to the Primary Client Information and give the option to be a required field
1 vote
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