Feedback/Ideas Forum
93 results found
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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 -
increased security to client records
Include two-factor authentication
1 vote -
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 -
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 -
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 -
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 -
1 vote
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Add User ID "Security Detail" to GCM system
Add the same "Security Detail" view that exists in the Foster system to the GCM system.
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 -
Ability to Receive Email Alerts Upon the Submission of an Online Referral Form (GCM) or Online Inquiry Form (RES)
Currently there is not a way to receive notification that an online form has been received. It would be awesome if this ability was implemented so we don't have to weed through all pending referrals or inquiries (as some are still entered manually).
0 votes
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