Feedback/Ideas Forum
93 results found
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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 -
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 -
Collect custom fields from a specific time range instead of just the last completed Form
Currently, we can only pull Custom fields from the last completed form. It would be VERY useful for our program to collect Custom fields across a specific range of complete forms. For example, we could collect just the Safety and Behavior Description field of our Daily Progress note for an entire month.
51 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 -
Emailing forms from eR
When emailing forms from eR it automatically populates the clinician's email. For our purposes, we are emailing the document directly to the family so it would be more helpful for the email to populate the family email. I understand that various users may implement this function differently, so possibly there could even be a selection to choose which email to populate.
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 -
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.
20 votes -
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.
65 votesWe recognize this is important, and we have this on a list of planned work for the next quarter.
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to be able to restrict Place of Service codes to a particular activity, in order to reduce user errors resulting in non-payment by insurers
For Medicaid services, according to the Covered Service Guide for AHCCCS in AZ, only specific Place of Service Codes are eligible for specific HCPC service codes. It would help if we could select and limit specific POS codes when creating or editing service activities.
10 votes -
Client portal in the GCM module and FC module
The foster care module has a family portal which can have clients submit documents through. In the GCM module we also have a need for this, but no capability to do this.
89 votesWe are beginning the design stage of a Client Portal. We will be looking for people to be on a Client Portal focus group, that will meet occasionally to review progress and provide feedback. We will also want volunteer organizations to Beta test the Client Portal as it releases in stages. Please contact Lisa Boyle, Director of Product Management, at lboyle@kaleidacare.com to express interest in the Focus Group or Beta testing. Thank you!
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Allow emails sent from Activity Screen to be sent from the user's email rather than extended reach email.
We need to send reports to outside funders, however the email button in the Activity/Report screens does not send from the user's email, but rather from the extended reach email. It would be helpful to be able to email from the user's email, so that the outside funder/case manager could respond.
33 votes -
Be able to merge duplicate cases in GCM
If a case was entered twice be able to merge it and consolidate case files. (both in Foster Care and GCM systems).
26 votes -
Actions triggered by a client's age / documents generated based on client's age
It would be nice if we could trigger certain documents to automatically generate based on a client's age. We have a form that gets filled out when a client turns 16. Also, when client's turn 18 we need to close and if something notified us a few weeks before, it would be helpful.
10 votesIt appears that age-based triggering is available in FC module, but may not be in the GCM module.
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