Feedback/Ideas Forum

  1. 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…

    26 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. Monthly Reminder Email Documentation

    It would be great to have the monthly reminder email to foster families be copied into the correspondence of their file. This would alleviate the need for it to be cc'd to a worker who then files it in to the correspondence. Maybe it could be set up that it cc's a worker's eR email and auto populates each family's case ID so that it automatically files it. Thanks for considering!

    13 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Respite Homes vs Regular Homes

    We use the field codes for home information in a lot of our case reports. Sometimes it is just their names and sometimes it also is their address, phone number etc. When a child is in respite and a report is due during the same time period so the caseworker generates the report during the time the child is in respite, the reports will generate all of the respite family's information rather than the family they are actually placed with. Is there a way that the field codes would keep the actual home's info in the reports rather than the…

    13 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Custom Form to be hidden after file is generated

    Would like to see an option when using the custom form builder for "Hide Custom Form after File is Generated". The worker will fill out the custom form placeholder, then generates the word document file which pulls over all of the information they have entered and submits for approval/com[letes. The custom form that they have filled out will be hidden after they generate the word document file.

    14 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. Inquiry Pipeline

    Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.

    6 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Search bar for file as opposed to drop box only

    Currently there Is only a Dropbox option when searching the case file on ER. It would be nice to have a search box option, where you can begin to type the name of the form you are looking for and It would pop up. It would be faster too. Especially when looking for a form or fie that may not yet have been generated. Instead of scrolling through the list several times trying to find it, you could just type it in and If it is there it will pop up, if not it wont.

    13 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. Option to "Post Message to Homes" so the message sends from alerts@extendedreach.com

    Need an option when using "post message to homes" so the email sends from alerts@extendedreach.com (or any other 'no reply' email address) rather than the email of the user sending the message.

    3 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add a filter to homes and inquiries by "church"

    Add a filter to homes and inquiries summary by "church". Some of the churches we work with have requested a report of the number of families who are a foster or adoptive family within their church, so they can promote foster care and adoption needs in the community. They often sponsor events, in which it would be nice to see who has shown an interest in different programs and would make a good reporting tool within the organization as well.

    2 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create a report that would show the memo line for Write-Off Adjustments

    This report would be helpful in gauging what we are writing off and why.

    2 votes
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  10. Read only access for cross-agency client

    Would be helpful to create read-only access for cross-agency clients. Currently, anyone other than the assigned caseworker can access a linked client and enter activity/reports.

    2 votes
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  11. Require documents for household members based on criteria

    Right now, you can only require documents for household members above a certain age. Like non-household members, it would be great if we could require documents based on relationship or if they are below a certain age.

    1 vote
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  12. Ability to add email alert when a referral's arrival date/time fields are edited.

    Add an email alert that is triggered by the "Arrival Date/Time" fields being edited on a case referral tab (prior to the case opening).

    3 votes
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  13. Pull in FP or Household Member names into compliance items and not just on training. Instead of DL (Primary) it would pull & show DL (Jane)

    You currently pull in FP names for training items. I request that FP names also be pulled into the (Parent A) (Parent B) (Household Member) sections in the compliance / activity / report names to be view-able on the compliance tab.

    9 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add the ability to upload/attach documentation to an "Authorization record" in a GCM system

    Currently, an authorization from an insurance company, funding source, etc. must be uploaded into an activity/report separately from where the actual authorization data is entered on the Financial Tab.

    It would be fantastic if the Authorization record had the ability to upload/attach documents so the documentation for each specific Authorization could live where the data for said authorization is actually entered vs. filtering through a Case File tab and trying to determine which documents go to which authorizations.

    Adding custom fields to the activity/report to help identify which upload goes with which Authorization record isn't really helpful because then a…

    4 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. add department to staff compliance list

    On the Staff Events + Expirations List -- it would be helpful to include the staff member's department, instead of just their name. This way we could easily sort by department.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. Staff Profiles

    1. Have the ability to set up a monthly email reminder to staff for clearances they have due. Similar to the monthly email that is sent out from the Foster Family Website, this would include everything that is due in the next 30, 60, 90 days and specifically what is due.

    2. If the above option isn't possible, it would be helpful to be able to customize the email alerts going out to staff for their compliance items. It would be nice to be able to use field codes to pull in the correct information for the email alert rather…

    3 votes
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  17. Parent upload allowance loga

    Parents need a way to upload allowance logs to extended reach through the family web portal.

    1 vote
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  18. A list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month.

    Get a list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month, but NOT broken out by agency SWs, just a list of the FPs.

    1 vote
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  19. Make "rate level" optional

    There are only a few automatic required fields on the general case tab and "rate level" is one of those. Our organization is a non-profit that does not receive funding so we would love to hide all billing information, especially on the case side panel.

    10 votes
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  20. 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.

    1 vote
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