Feedback/Ideas Forum
353 results found
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Fix the 'Payments' so that the From (funding org) comes from the invoice not the case file.
When the funding org changes mid-month, you want the default to come from who you billed not who is currently in the case file. I understand this can be changed but it is a free form 'add' and if you don't get the funding org name exactly right you have payments from the same funding org under different names and that can get very messy. Either this way or provide a full list of the funding orgs to choose from not have it a free form 'add' of payor.
1 vote -
Making extended reach more user friendly for us
It would help us out so much if we were able to create an incident report or a safety hold from the progress notes. I have asked before instead of someone seeing if it could be done the answer was just no. The way technology is set up and has evolve, I doubt if it is impossible to generate. I have worked with other software and I know it's possible. We have to track out clients behaviors and it just make since to do so.
It will also be great if we were able to group print all the information…
1 vote -
Add activity to case when an email is automatically sent
We have satisfaction surveys automatically triggered when a discharge date is entered and a monthly report issued for any requiring snail mail, but the only way to know if they were sent is by checking the email account we bcc, and it never appears on the case file.
It would be great if when an email is triggered to a client (or better also when they show up on a scheduled report), an activity could be automatically added to the case noting that an email was sent (or, in the case of showing up on a scheduled report, that x…
1 vote -
staff webpage
Allow staff to have a web page, where they can upload their due items and other expiring items as well. It will also be good for onboarding staff to upload required documents, sign acknowledgements, etc.,
20 votes -
Add more detail to the Financial > Posted Revenue by Worker
In addition to the Amount, and client name, add Funding Org and/or Category to the case note detail on the Summaries view of Financial>posted Revenue by Worker. This would be good information easily exported to Excel for monthly financial numbers.
1 vote -
preview changes you make in configurator before saving them.
It would be nice to see how changes made on the configurator will look in the compliance tab before saving them and having them affect providers.
19 votes -
Add a cut and past "snap to grid" in custom form builder
Add a cut and past "snap to Grid" in custom form builder for eaiser and faster form building.
1 vote -
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.
3 votes -
Placement changes with start / end times
If a respite placement is not starting until 4pm on Monday, we don't want the system to change the child's placement UNTIL 4PM on Monday. Right now, the child's placement changes too soon and leaves the foster home without access to the child in the FFW. Please allow start/end times for placement changes.
1 vote -
Emailing forms from eR
When emailing forms from eR it automatically populates the clinician's email. For our purposes, we are emailing the document directly to the family so it would be more helpful for the email to populate the family email. I understand that various users may implement this function differently, so possibly there could even be a selection to choose which email to populate.
6 votes -
Print Activity and Reports by a certain dates.
It would be helpful to have the option to select certain time frame to print Activity and Reports. Have the ability to enter Month/date/year.
6 votes -
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…
126 votes -
Add an "Add Vehicle/ Pet Button" to Family Website
We currently have to have a separate activity run in order for a foster home to notify their workers of a vehicle or pet change. It would be a helpful addition if there was a way to allow families to add vehicles or pets like our workers can.
An additional feature related to this would be to allow them to "remove" a listed "active" vehicle or pet from their home as well and provide the related information as to when they were removed as well.
16 votes -
ability to rename docs generated in extended reach. the docs generated in er are named randomly with letters and numbers.
It would be great to be able to rename file/docs generated in extended reach. I see letter number combinations that are not relevant to dates, and other more intuitive ways I would generally use to organize docs.
It would be a time saver not to have to download and save a doc generated in extended reach in order to rename it and upload it again into extended reach.10 votes -
Undo for eR Inbox
SWs who need to move dozens of files from their eR Inbox to the appropriate Compliance item occasionally slip up; They would love an option in the eR Inbox to UNDO LAST ACTION, or something to that effect. Otherwise, the item disappears from the inbox, and you have to download it from the item, delete the wrong compliance item, re-email it, open the case, attach again. Would save a lot of time.
8 votes -
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.
31 votes -
Allow more than one attachment when sending emails via the Family Web
Allow users to send multiple attachments when sharing information via the Family Web to reduce the number of posts families need to review when agencies are making announcements or during processes like renewals and amendments
7 votes -
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!
24 votes -
Email alerts to workers for client responses to SMS appointment reminders
Create an email alert event type in GCM for client responses to SMS appointment reminders - so a worker receives alerts for appointment confirmations and reschedule requests without having to check the history of an appointment record.
65 votesWe recognize this is important, and we have this on a list of planned work for the next quarter.
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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.
20 votes
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