Feedback/Ideas Forum
93 results found
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Billing Rules for less errors
Allow there to be flags or billing rules built into the back end of eR that trigger flags or shut down users from billing incorrectly. For example, if a user tries to bill Therapy (30 mins) and Family Therapy (30 mins) in the same day, then it would either say NO or it would trigger an administrator to review before generating a claim, because it is not allowed to be billed. Same thing for not allowing claims to be generated for case notes that are dated 2 weeks late, allowing it to do the documentation, but not necessarily billing it…
8 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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Another Option for Applying Payments to A/R Invoices/Claims
Currently to apply a payment, you pull up the client Finance Record, Choose 'Payment' fill in the information from the payment and apply to the appropriate invoice. If the Funding Organization/Payer is only paying for a few clients and invoices, this works fine, but we get Funding Organizations/Payers that are paying for 100's of clients and invoices with one check/EFT and doing it this way is very time consuming. Even using the "Add Another" is time consuming because you need to enter the invoice number or name each time.
Idea - Pull up that Funding Organization/Payer from the Financial A/R…
6 votes -
Document multiple residents on one form that then splits into their individual files
Staff document a lot in the daily milieu and having to go into each individual file can be time consuming. An option on forms to have residents documented on in one area, but then gets split into their individual files would be incredibly helpful for documenting purposes.
6 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 -
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 -
5 votes
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Merge cases in General Case Management System
Having the option to merge duplicate cases would help streamline the process for ensuring all data is uploaded in one spot, rather than having to manually download and reupload documents from the duplicate file.
5 votes -
5 votes
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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 -
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
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