Feedback/Ideas Forum
353 results found
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Auditor access Case Management Module
It would be great to have an auditor profile in the Case Management Module. Auditors should only have access to documents that they are requesting or need to see instead of all documents.
7 votes -
Enter an Inquiry by Provider Type
We would like to be able to enter Home Inquiries by Provider Type. We need to track Post Adoption Homes that inquire separate from our Resource Foster Homes. If we enter them all under one umbrella, our Homefinding and Inquiry #s will be skewed.
5 votes -
Keep Child Profile in FFW when They are in Adoption
When a child is discharged from Foster Care into Adoption, they are also removed from the FFW from the family they were adoptively placed with. The adoption family still has to turn in paperwork for the child that was adoptively placed. It would be the most convenient to keep the child's profile on the FFW that way the coordinator or case manager doesn't have to upload documents for the parents. The parents can just upload documents directly to FFW.
1 vote -
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
1 vote -
Email documents to add to an already filed document
If you've already uploaded or written a report and you get an email that goes with that report, it would be nice to be able to forward that to your extended reach inbox and then just attach it to that report rather than downloading and uploading it.
3 votes -
Auto-Fill "With" and "Regarding" fields with a Home Email address and email Subject Line
When filing a email from a home there is an option to have an activity made from that email and added to the homes casefile. Within that activity we would like a way for the "with" section to autofill with the home's email address and the "regarding" section to autofill with the email subject line.
1 vote -
A way to have families register for activities that are scheduled through ER, but that are not training activities.
Sometimes we offer social or other kinds of affinity building activities, or we have volunteer or other opportunities for families. It would be great to be able to have families sign up for these activities through ER, without it feeding into Training data.
1 vote -
Modify Staff Profile
Allow more than one emergency contact to be added
1 vote -
There should be a way to make confidential the emergency contact information.
As it stands now, anyone logging into the extended reach can see another staff member's emergency contact information. That information should be shielded and only available to users with admin access.
1 vote -
Allow documents uploaded to inbox to be uploaded to compliance tab
When staff scan documents to my inbox to upload I'd like to have a dropdown that shows which documents are in the compliance tab as well so I can upload certain ones specific to that tab.
6 votes -
Develop an "add aditional" button for additing extra fields in an activity
Create a feature that will allow the user to "add another" (i.e., Goals, person etc.,) as needed when a button is checked (i.e., similar to the secondary client feature on the general tab).
This would very useful for adding varying number of fields such as in a Treatment plan, where some clients will have more goals than others.
4 votes -
Set an activity/report to have an "optional" first approval?
I know there is a setting for an optional second approval, but we want some reports/activities to have an optional first approval.
4 votes -
1 vote
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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!
100 votesWow, impressive Brian. Sold. I’ll try to get this built this month.
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A Universal Insurance Provider List
Transitoin to a Universal Insurance Provider list (instead of lists for each organziaton ) to reduce number of required entries (or edits) containing the same information.
3 votes -
Allow Families to view previous submissions.
Currently families can view previously submitted "Custom forms" clearly labled from the "Communication" Tab, but all other forms default to the name of the uploaded document (i.e. xyz123abc.jpeg). Place uploaded documents into the named report/activity they were uploaded into clearly and allow families to view previously submitted forms from the "Compliance" tab. This helps prevent repeatable human error on new submissions for items that have been corrected in the past.
3 votes -
Ability to upload payments as a batch versus entering them individually
To be efficient, can you add the ability to upload a file to apply payments to client (based on their PID) to specific invoices. Currently, we are having to enter individual payments for the 500+ client payments we receive each month. This results in typing and clicking on individual clients and takes several hours/days to complete.
1 vote -
Ability to download aging report "as of date xx/xx/xx" in excel
The Excel download for the Aging Report is only available when viewing as of the current date. There isn't a way to download an Excel file of the "Aging Report as of Date" view - this is only available as a PDF currently.
1 vote -
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?
45 votes -
Multiple staff assigned to one case
Hi - My agency is starting to run cases that will need multiple staff assigned to one case. Right now, we have a case that needs 6 staff assigned to it. It could be more in the future. Is it possible to be able to add this to the features in the EHR?
Thank you!
4 votes
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