It would be great to have a report refresh button so that when using field codes / tables to pull in information you could click 'refresh' and have those information sections update.

As it stands right now, once you open a report there is no way to refresh. We just have to delete the report and then create a new one.

Incorporate a 3rd worker option. Example, Primary Worker (case manager), 2nd worker (supervisor), 3rd worker (therapist)

Allow foster homes to copy items to siblings placed in their care through the foster family website (exclude other non-sibling placements in the home).

If there are fields in the General tab in a Home or a Case, they should be available in the field code list, and to be used for Zoho reporting. I am surprised that this is not the case.

If a document is wrongly filed in one category, it would be nice to have the option to move it to the correct category without having to save the document to the desktop and then re-upload it.

Create the ability to embed links, insert icons to body of email, indent or center font, italicize, bold, etc..... in messages posted to homes.

If this feature offered email like options it would be very helpful.

Once children are discharged from foster care, they no longer show on the foster family website. However, there are still forms that the family needs to complete and submit. We cannot delay the child's discharge because of billing and other forms that the caseworkers need to complete which are triggered by the discharge date. Could the configurator have an option where select forms stay accessible to families for up to 30 days following discharge?

This might be tricky to implement, but it would be a HUGE timesaver when designing custom forms with a lot of repeating elements.

The user would be able to select a series of items that need to be duplicated in the form and then click on a button in the toolbar to duplicate the selected items.

I attached a demonstration of this concept to provide a visual reference for how I think it might look.

Thanks!

When we change an address or email on a home record, it would be nice if that change would auto-populate in the location box of the child's record as well, instead of having to manually make the change 2 or 3 different places.

Currently all document reminders show to the foster home on the Foster Family Website (even items like background checks that they never see). We would like to be able to limit those reminders to the items that we've chosen to show on their Checklist (that they are responsible for uploading), so that's it's more useful and less confusing to them.

Social workers and supervisors who are added under the General tab to be automatically also added as a relationship under the People tab

It would be nice to see how changes made on the configurator will look in the compliance tab before saving them and having them affect providers.

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.

Allow staff to have a web page, where they can upload their due items and other expiring items as well. It will also be good for onboarding staff to upload required documents, sign acknowledgements, etc.,

It would be great to have the option to make certain items due at the time of entering or accepting a referral, but before they are accepted or placed.

Some of our placement types require documentation before we can place them.

We have the option in FC to require a reset of passwords periodically in system set up. We need this in the GCM module for proper IT security.

If there could be a feature where co-pays are able to selected as Percentage or Dollar Amount.
A large number of co-pays can be percentages which the final amount will be determined based on the activity type completed.
I think that this feature would be extremely helpful not only for my agency but others well.