Feedback/Ideas Forum
93 results found
-
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 -
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 -
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 -
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 -
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 -
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 -
Add a date filter to summary reports
Currently when downloading a summary report to excel, you have to download all of the data. This is an issue as over the years, our data has grown and these are extremely large excel files. Sometimes these reports can take 15-20 minutes just to download.
This can be solved by adding a date filtering option so that we can pull down only the relevent data we need rather than the entire dataset.
12 votes -
Staff Training Compliance
We would like to modify the Staff compliance section to be divided into Pre-service training, Orientation training, Mandatory Annual Training, and Recommended training. Each section would have the list of trainings we have in those sections.
6 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 -
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 -
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 -
Include the option to add Addendums to custom forms and incident reports- useful for documenting "review" rather than "approval".
Allow other individuals to put comments on a custom form or incident report via an addendum. We currently use the incident review feature in KCare but seem to have lost that functionality in extendedReach. Documenting follow-up on the incident is something auditors look for and the current extendedReach system does not have an effective way to do this. You can sign it, but you cannot put in additional comments.
38 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 -
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 -
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 -
Add activity to case when an email is automatically sent
We have satisfaction surveys automatically triggered when a discharge date is entered and a monthly report issued for any requiring snail mail, but the only way to know if they were sent is by checking the email account we bcc, and it never appears on the case file.
It would be great if when an email is triggered to a client (or better also when they show up on a scheduled report), an activity could be automatically added to the case noting that an email was sent (or, in the case of showing up on a scheduled report, that x…
1 vote -
Add more detail to the Financial > Posted Revenue by Worker
In addition to the Amount, and client name, add Funding Org and/or Category to the case note detail on the Summaries view of Financial>posted Revenue by Worker. This would be good information easily exported to Excel for monthly financial numbers.
1 vote -
Add a cut and past "snap to grid" in custom form builder
Add a cut and past "snap to Grid" in custom form builder for eaiser and faster form building.
1 vote
- Don't see your idea?