Feedback/Ideas Forum
378 results found
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Adjustable permission levels for staff documents
For our model of care, we have to collect documentation on staff performance/feedback. Because of the sensitive nature of this information, it should only be visible to the staff member's supervisor. It would helpful if you could adjust permission settings for staff documents so that certain reports or activities could be made confidential from everyone except the supervisor and system administrators.
2 votes -
date formatting
all of the date fields in ER are inconsistently set and therefore adding more time to those entering data. They should all be formatted in the same way no matter where in the program that they appear. This is just basic programming.
In some date fields one can enter mmddyyyy and it goes through fine. in others, that same entry gets rejected stating the date must be mm/dd/yyyy. It is time-consuming at best let alone a bit distracting and annoying.
Yes, we can just make sure to enter it always as mm/dd/yyyy and therefore not be subject to any system…
1 vote -
increased security to client records
Include two-factor authentication
1 vote -
Custom tab only permission setting
The summaries tab (custom tab only) needs to be an option so that you can share zoho reports with staff but not all summary reports with staff. This option is available in the foster care module already
4 votes -
Appointment System - allow 2 way syncing
This appointment system is currently more like a reminder task list for the worker. There needs to be an immediate 2 way syncing between calendars to be used in real time so that you do not have to do double work and update multiple calendars if you have meeting invites on your outlook or gmail, etc. On outlook it creates an entirely new calendar instead of just integrating it with your own calendar.
6 votes -
Allow supervisors to edit/approve Treatment Goals from the Treatment Tab
Our program had to create a separate document that pulls all treatment goals through to allow us to edit and approve them. It would be extremely beneficial to be able to edit and approve goals from the treatment tab. We would then be able to pull them through to the Treatment plan easily and reduce the number of steps required to complete an ITP.
6 votes -
Show that an event will never be done without deleting the event
I would like to suggest an enhancement to the database to show that an event (report or activity) "will never be done." At this time, the only options are Due (Red) or Completed (Green). There is also a yellow for "expires soon." I would propose another color or symbol (perhaps an X in the circle) that shows that the event was never done. Otherwise, the only way that we can get it off the 'tickler/scheduler' is to delete the event (but then we lose visibility of it completely.
3 votes -
Prevent user from completing activity/report that still has pending external signatures
We would like to be able to configure an activity/report so that it cannot be marked as "Completed" if there are still pending external signature requests.
Sometimes a worker is unable to obtain an electronic signature that they sent out a signature request on but they do obtain a hard copy which they attach to the activity/report ...but they forget to revoke the signature request so it is then left as a pending signature request in the "Awaiting external signatures" list even though the activity/report has already been marked as completed. This means that you then have to go back…
34 votes -
Create categories for online forms in FFW
Give agencies the ability to create and configure categories for the online forms in the child area of the FFW. We have a lot of custom forms for our foster parents and that list gets long and cumbersome and it would be nice to split it up into categories. For example- we could have "New Placement Forms" so that the foster parents knows these are the forms they need to fill and submit upon initial placement of a child.
4 votes -
Showing only current shared files
Could you make it an option to show only current forms in the Shared Files section on the FFW? We have families that reference forms in that section and get confused which form they need to refer to.
7 votes -
MAR for respite/short-term placements
When foster parents provide respite, they are forced to enter something into every single box for the entire month of the MAR form. This is tedious and frustrating for foster parents. The system should have a way to recognize the short-term placement and allow the foster parents to by-pass the other dates of the month.
2 votes -
Removing or stopping tasks from populating after a youth has been discharged.
Is there a way to remove late tasks of youth who are discharged from the case load or out of the program/system? I have 5 youth who have been discharged and no longer on my case load but I continue to receive tasks for them like "Casey Life Skills After Admission" but the youth has been gone for almost a year.
4 votes -
Have foster home compliance checklist items remain red if future document is filed
When Due items are missed have their be some sort of notification to providers they're still missing the overdue item.
3 votes -
Option to automatically assign cases to their home's licensing worker
We should have an option where eR automatically assigns each case to the same licensing worker for the home they are placed in, instead of having to manually assign each case to their licensing worker.
In our agency and in most foster care agencies, the licensing worker for the home is also the assigned worker for all children (cases) placed within that home.
This would reduce steps we have to take when adding a placement, or when a placement moves to a different home, or when a home switches licensing workers.4 votes -
Discharge Reports
Add the Foster Home to the Discharge Report Summary for the Discharge Cases
3 votes -
People Tab - end date option
Allow workers to select start/end dates for people in a case file. Currently there is no way for us to track who an old worker / new worker is without deleting the old one. For our records we wouldn't want to delete them, just to note that they are no longer the current worker.
1 vote -
Support Single Sign On through other authentication services
It would be great if ER could support Single Sign On (SSO) services like Azure Active Directory. Our organization using Azure for authentication. With other SAAS providers we are able to configure the authentication process to route through Azure. This allows our workers to not have to maintain a separate username/password for this system.
3 votes -
Customize the Outbound List
I would like to be able to post a message to only our homes that have openings. This would help with referrals. Currently, our only options are All Homes, Licensed Families, Applicants, Inquiries or remember and check box every family we want to send the message to
7 votes -
Fix the broken image problem so we can stop deleting our browser cache
This might seem like a simple/ forgivable issue, but it does make navigation more complicated for non-tech-savvy staff and increases the number of support requests where the IT team has to then re-teach staff how to delete their browser cache so they can use the tool effectively. I'm not sure what the root cause is, but it is becoming at least a weekly occurrence.
3 votes -
Foster Family Website "Draft" Status Confirmation
When Foster Families open a report through the FFW, they see the same confirmation screen whether they click "Submit" or "Save as Draft." When they save as draft, the system tells them:
"Your report has been successfully SUBMITTED". Please change the confirmation screen to inform them they saved the report as draft.6 votes
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