Feedback/Ideas Forum
360 results found
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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.
68 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 -
Search bar for file as opposed to drop box only
Currently there Is only a Dropbox option when searching the case file on ER. It would be nice to have a search box option, where you can begin to type the name of the form you are looking for and It would pop up. It would be faster too. Especially when looking for a form or fie that may not yet have been generated. Instead of scrolling through the list several times trying to find it, you could just type it in and If it is there it will pop up, if not it wont.
17 votes -
Add an area to type a message to go along with reports emailed.
When emailing quarterly reports with treatment plans, in order to request the social worker to sign, it is necessary to email from outside of ER because there is no way to type a message when emailing directly from ER.
16 votes -
Allowance for cases discharged from pre-placement visits to be placed back on the pending referral list
When referrals are opened to a pre-placement visit and then subsequently discharged, there is no option for them to be placed back onto the pending referral list. We have children who often go this route and it is mandated by licensing that we attempt a pre-placement visit for all children referred. So when a pre-placement case is discharged, the only option I know of is to re-enter the referral information. At one time there was an option under discharge to place them back on the referral list, but I have not seen this in a while. Thank you!
39 votes -
Allow 2 supervisors to be assigned to 1 staff
Add the ability for two supervisors to be assigned to 1 staff member.
11 votes -
Modify staff compliance tabs
Our agency would like to ability to modify compliance tabs for different staff types- similar to how we can modify compliance tabs based on provider types. For example, our agency is realizing that we have trainings that are required for foster care workers that might not be required for adoption workers, but in order for the training to be on the compliance tab for foster care workers it also has to be on the compliance tab for adoption workers- which would leave a "red light" for the adoption worker.
25 votes -
to be able to restrict Place of Service codes to a particular activity, in order to reduce user errors resulting in non-payment by insurers
For Medicaid services, according to the Covered Service Guide for AHCCCS in AZ, only specific Place of Service Codes are eligible for specific HCPC service codes. It would help if we could select and limit specific POS codes when creating or editing service activities.
10 votes -
Allow email alerts in eR work with Foster Family Website
Currently, the email alerts that you create in "Email Alerts" do not work with the foster family website. We are needing this for individual reports that are done on the Foster Family website to go to specific people in our organization. As of now, it is all or none, so only 1 person would get all submissions of the FFW.
52 votes -
Show Alerts on Home Page (and Mobile App Notifications) vs. just Email
Give users the option (on User Preferences screen) to have email alerts appear on their home page vs. receiving an email.
Alerts could be dismissed or an alert history could be maintained.
Support browser-based/mobile app notifications for events such as when a report is ready to review + approve.
7 votes -
Client portal in the GCM module and FC module
The foster care module has a family portal which can have clients submit documents through. In the GCM module we also have a need for this, but no capability to do this.
89 votesWe are beginning the design stage of a Client Portal. We will be looking for people to be on a Client Portal focus group, that will meet occasionally to review progress and provide feedback. We will also want volunteer organizations to Beta test the Client Portal as it releases in stages. Please contact Lisa Boyle, Director of Product Management, at lboyle@kaleidacare.com to express interest in the Focus Group or Beta testing. Thank you!
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Drag and Drop
Would like the ability to drag files from extendedReach to my desktop.
13 votes -
Create a Spanish version of eR that mirrors the current model.
We would actually like this for foster care and GM modules. It would be exact replica of the current eR; however, in Spanish. We would use for Spanish speaking international staff, but could also be used in U.S. with Spanish speaking staff.
11 votes -
Allow case managers to change title of a document that foster parents have submitted incorrectly.
For example if a foster parent uploads a Well Child Visit under a miscellaneous medical document, case managers should be able to change the document's title instead of having the document sit in the case file as draft.
10 votes -
35 votes
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