Feedback/Ideas Forum
384 results found
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Share only the most recent attachment completed to Family Web
Would like to see a setting that would share only the most recently completed attachment to the Family Website. Currently, what the home sees is multiple attachments, some years old. It'd be helpful and less confusing for only the most recent completed shared to the Family Web.
8 votes -
In the Immunization Tab Would it be possible to have a drop down field instead of a text box for the Other Vaccinations field?
In the Immunization Tab Would it be possible to have a drop down field instead of a text box for the Other Vaccinations field? We want to use it for the Covid Vaccines and have these choices on the dropdown (Fully Vaccinated, Partially Vaccinated, Booster).
1 vote -
When adding an uthorization, allowing to connect already made, unauthorized case notes/activities to that authorization
When adding an authorization, allowing to connect already made, unauthorized case notes/activities to that authorization
3 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 -
Time Dispensed line added to current eR MAR
We absolutely LOVE your current MAR that is built into eR. However our State requires time dispensed to be documented each time a med is given. This one change would allow us to utilize your online form.
9 votes -
Adapt calendar to work like an actual Calendar
- Make it so that staff can delete their own appointments, not just admins
- Allow for non-client appointments to not pull in an "outstanding" appointment list.
- Make "billable" codes/units searchable in the calendar in order to find spots that therapists can insert people into their calendars.
- Allow for it to truly sync with calendars 2-ways and not just create a new calendar in outlook and not update for 8 hours.
- Create a friendlier searchable calendar by name, date, billable activity, etc.
- Allow for "administrative assistants" to see all provider calendars at once and search for the best available spot by time…
2 votes -
Create an option to link mother/baby referrals similar to sibling groups
When a referral comes in for a mother and baby, we would like a way to connect the two cases as a "group" similar to siblings. We could get the functionality we need by putting them in as a sibling group, but this doesn't seem quite right as they are not siblings and the terminology doesn't fit the relationships.
9 votes -
4 votes
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Add Email option to Shared Files and Forms
Having a place in ER to place all our documents / forms for staff to access is great. However, in regards to many of our client forms, some of them need to be filled out by the legal guardian. It would make our process much simpler to be able to email them from ER instead of having to store them in a different location that would require starting with and email and then locating and attaching the file. Having and email option would allow us to keep all our needed documents / forms in one location.
1 vote -
Group Open Cases by "Current Placement" and view the Room/Bed Assignment In Case List
I would like to be able to view the open cases by the value displayed..."Current Placement".
In addition, we'd like to see which Room/Bed they are placed into in the case view.
3 votes -
Run a LIC 500 report from the employee side of ER.
The LIC 500 is a state licensing report that California Care Licensing always asks for.
3 votes -
Pull Preferred Name for SMS Appointment Reminders
SMS appointment reminders should pull the "Preferred Name" field instead of legal name so as to not retraumatize individuals whose legal name is a dead name or a reminder of trauma that they choose not to use.
3 votes -
Add a date filter to summary reports
Currently when downloading a summary report to excel, you have to download all of the data. This is an issue as over the years, our data has grown and these are extremely large excel files. Sometimes these reports can take 15-20 minutes just to download.
This can be solved by adding a date filtering option so that we can pull down only the relevent data we need rather than the entire dataset.
12 votes -
Grade level in Education section
The grade level in education should progress each July 1 (or whatever makes sense for your area). Most students progress a grade level each year and it's a lot of work for someone to manually change each grade for each child each year. Students who stay back can be changed mannually. If the education spot is left blank (i.e. the child is too young to be in school) nothing would happen.
10 votes -
Add a spell check feature to Web Documents
Add a spell check feature to Web Documents to help catch grammatical errors.
12 votes -
Ability to Append Youth Initials to Subject Instead of Youth Full Name
To help keep our clients' names and information confidential, we would like the ability to append youth initials to email subjects instead of youth full names, when emailing out case notes or reports.
This would prevent us from having to go through the steps of downloading a report/case note, opening up a secure email system outside of Extended Reach, and emailing a team member through secure email.
15 votes -
Add an option for a 3rd worker
Incorporate a 3rd worker option. Example, Primary Worker (case manager), 2nd worker (supervisor), 3rd worker (therapist)
49 votes -
Add "foster home initiated report using web document" to the options for Home/Case Reports
Make it possible for a foster family to fill out a web document through the Foster Family Website. It would be even more simple than custom forms for our families to be able to fill out the web document from the website without losing the format of our companies documents.
3 votes -
ERPP
different departments in one company have different needs. It will be nice if every department can have their own caseload organized. I also help out with ERPP and many landlord reach out to ERPP directly and they can't enter somebody into Extended reach like that. I was wondering if there is way to enter just client names and their information like Google spreadsheets but on extended reach and more organized.
1 vote -
add a field code for the funding worker's phone number for face sheet
The funding worker is an essential part of the team, and it is essential to have this number on the face sheet especially if there is an emergency and we do not have access to the extended reach through a power outage.
3 votes
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