Feedback/Ideas Forum

  1. Allow Duplication of Elements within Custom Forms

    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!

    70 votes
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    6 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. Forms on Foster Family Website after Client Discharge

    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?

    19 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. More Audit configuration items

    Adding a auditor access button available to reports and activities would allow agency workers to find what is needed and immediately set it up for auditor access by using a button instead of having to go back to the list and find the correct entry.

    Additionally allowing different sorting options (such as sort by type) would allow file selection in the auditor access list to be most consistent when a years+ worth of a report or activity is needed.

    14 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to move documents from one category to another if wrongly filed

    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.

    12 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. Internal & external Audits

    As an agency we need a way to have our audit team go into ER and randomly audit case files. We should be able to save the audit date range and which files were audited and document the findings. It should send an alert and inform the case worker of a plan of corrects that is needed in the files.

    8 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Option to Post Message to Licensed Homes in a Certain Area

    I would really love the ability to be able to post a message to the homes through ER that are licensed and in a certain area. Currently I have to choose either all licensed homes (we're across the whole state) OR all the homes in one office (including families who aren't even licensed yet). Recently I needed to cancel an event in one of our areas and I had to send a message to all of our licensed homes about it, even though a ton of them live hours away. It would have been really nice to be able to…

    2 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. Print Activity and Reports by a certain dates.

    It would be helpful to have the option to select certain time frame to print Activity and Reports. Have the ability to enter Month/date/year.

    2 votes
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  8. scheduled training having a list of those who've registered

    It would be nice if the scheduled trainings could create a list of those who are registered so one can have a way to see how many people will possibly attend a training based on who's registering.

    4 votes
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  9. preview changes you make in configurator before saving them.

    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.

    6 votes
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  10. Print out Client's PID # on the deposit slip

    This way, we can do a VLOOKUP to compare the DFPS provider statement against the ER Deposit slip to make sure the payments were entered against the correct Child. We often have children with different names, and the only same identifier is their PID.

    4 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow Workspace Customization

    It would be great if our workers could modify their workspace on eR. It is overwhelming to see the long list of items due and past due on our workspace. Our workers don't necessarily need to see items that are due in 45 days. If each box/area on the user's workspace could have the option to minimize and maximize based on their own preference, that would be super awesome. It would also be nice to be able to move the boxes around so different sections could be in different places depending on what the worker wants to see at the…

    66 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. Transfer between programs

    Allow to transfer a child who came in under "Foster Care Respite" to change to the program "DHS Foster Care" once a child is formally placed within the home WITHOUT having to discharge the client and re-admit under a new program. We have had many many cases where we accept a child as an external respite (Foster Care Respite program) and over time it turns into a placement (DHS Foster Care). This then throws off our tracking numbers because it looks as if the child is being discharged and moving more times than what they are.

    2 votes
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  13. staff webpage

    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.,

    4 votes
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  14. Add an option for a 3rd worker

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

    1 vote
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  15. Address Book - Add "Date relationship/partnership established" for new contacts

    By adding in a field to enter when the relationship or partnership was actually established, it would be easier to create a custom report in Zoho to check how long the partnership has been in existence, especially if someone else started that relationship.

    3 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. Customize Foster Family Website Reminders

    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.

    1 vote
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  17. Add this option to expiring items: Assign to specific worker vs assigned worker (advanced)

    Add "Assign to specific worker vs assigned worker (advanced)" so that items relating to specific roles can be delegated as such.

    22 votes
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  18. 1 vote
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  19. Configuration option to stop tracking expiration if expiration date is after the home closes

    It would be helpful to have a stop tracking expiration date if the date is after the home closes, similar to the due dates being removed if they are due after the date the home closed.

    16 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  20. ExtendedReach Training Sandbox/Environment

    It would be nice to have a section to have new hires go into ER to train how the system operates and provide the new hires an opportunity to create fake homes and consumers within the system to see how it works. Currently, we have to add fake foster parents and consumers to training new hires, but all the fake information we enter into ER interferes with the current data we already have.

    This training sandbox/environment needs to be a separate sections where it does not interfere with our current foster homes and consumers. The data is for training purpose…

    3 votes
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