Feedback/Ideas Forum
360 results found
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auto-populating custom form fields
Design autopopulating custom form fields (information guide field) that can either reflect data from another field on the same activity or create a number count that when data i entered autmoatically assignes and/or updates a number
4 votes -
1 vote
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if an item due is completed early, can the next due date calculate from the date it was completed.
if an item due is completed early, can the next due date calculate from the date it was completed.
1 vote -
Email notifications for any documentation on Client's profile entered by someone other than primary caseworker
Receive notification if someone uploads, documents activity or any other item on your client.
Notification of your client file being discharged, similar to notification currently received if someone assigns you a new case.1 vote -
Email alert customizations for Foster Parents
Agencies should be able to customize email alerts for users of the FFW. We would like our foster parents to receive confirmation emails when they successfully submit a report or activity through their FFW. We would also like foster parents to receive email reminders about reports coming due.
5 votes -
Be consistent with date entry
It is nice to be able to enter dates as MM.DD but this is not always accepted and you have to click on the little tiny calendar and date. This gets time consuming. Specifically in the payment posting of check date and deposit date. Consistency is always a good thing.
1 vote -
Make the Checklist an actual Checklist
I'd like to be able to arrange the checklist on the family web page in the order that things need to be done. Not by group and not change the arrangement on the compliance page.
4 votes -
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 -
Secondary targeted staff in Referral
Add a secondary targeted staff on a referral so when you accept the referral and open the case, both caseworkers automatically are added. Also, it allows the two caseworkers to see documents and client info before the case is open so they can prep for the case.
4 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
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