Feedback/Ideas Forum
350 results found
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Add sorting/filtering options for active cases on dashboard
Sort by program, alphabet, etc.
Helps a lot with a large case load2 votes -
Connection to PowerBI
Zoho is okay, but limited.
Would like to be able to connect directly to our database to import data into PowerBI to create custom dashboards.
8 votes -
credentials
Add start and end dates to a staff profile credentials. When staff are hired, they may have certain credentials but then change due to licensure etc.
1 vote -
Add the Ability to Enter in Company Holidays to block off all calenders automatically
When we were using KCare, we had the DaySmart calender add on, and we were able to enter in our company holidays in which our agency would be closed each year, and it would automatically block off all staff calendars to ensure an appointment wouldn't be scheduled by mistake.
1 vote -
There should be a way to limit a user to creating user ids and staff profiles.
This way HR can add staff and upload their documents without having full access and being able to make other changes to the system.
1 vote -
create a way to organize inquiries
We would like to see a way to organize inquiries on worker's workspace to they can know at a glance how high interest the family is....kind of like "hot" "warm" "cold" (red, yellow, green). This way licensors know who to prioritize and when.
1 vote -
Permission / Restrictions
Set new activities or reports created to restricted by default. Instead of having to go into each user group separately and restrict.
1 vote -
Ability to add multiple families to a case note
Kaleidacare had the ability to select multiple families for one case note. Extended Reach is extremely time consuming having to add that same case note individually for every family.
8 votes -
signatures
Allow Branch Administrators(and system administrators) to add their signature (with an addendum would be amazing) to any document within their branch without configuring the form to have an additional approval.
At times, our agency needs the ability to show that upper level administration has reviewed incidents, occurrences, and other documents. This is needed when the assigned program director is on vacation, out on leave or when sensitive/ volatile situations have been addressed.
3 votes -
Add an Optional Message box to the Email dropdown of activities/reports
Add an Optional Message box to the Email pop-up for activities/reports similar to the Collecting External Signatures pop-up.
4 votes -
Add a Revenue by Funding Org to the Foster Care Module.
Add a Revenue Posted by Funding Org to the Foster Care Module. I would think this is a simple request. If not, please let me know why.
3 votes -
Scheduled Rate Changes
Similar to scheduled placement changes, it would VERY helpful to have the ability to schedule a rate level change for a future date. We have rate levels that are approved early but don't go into effect until a certain date, and cannot put that in until the actual date it occurs. We also have a new program where the rate level is pre-determined but changes sometimes 1-2 times while they are in the short-term program, and being able to tell the program ahead of time that they came in at one rate (half day rate), will increase to a full…
1 vote -
accepted referral
In addition to admission(Foster care) or case open (GCM) triggers, there should also be an option to trigger documentation off of an "accepted" referral.
3 votes -
Ability to open/read multiple incident reports at the same time.
In KC, case managers could pull multiple IR's on one screen to search for information or be able to easily send the information to DCS.
4 votes -
Ability to add more than one court date and tracking.
We need to enter more than one court date, (need to add 2 dates sometimes). The dates are Not Tracked, once the court date is removed the system keeps no record in system.
1 vote -
Adding all participants placed at a specific placement for a Group Note
We use group notes to alert all participants placed at a single site in certain situations. We'd like to see a link to "Add all open cases placed at.." on activities setup for the Group functionality. Click the link should prompt for the worker to select the placement from a list. Then, it should add all participants with an active placement at that location.
This makes sense for the Foster Care module. Screenshot below.
3 votes -
Ability to choose Adding Report = Waived, Pending
I upload a lot and when I'm done, I go back and see mostly green/yellow, which is great. But the RED dots... it would be nice to chose either Waived or Pending and change the color to Black or Grey, etc. It would save time not having to go back and find it was Pending or Waived.
3 votes -
Provider Type Change - Record Date
We would like to be able to record when a home's provider type changes by prompting for an effective date when saving.
1 vote -
Ability to print attempts to obtain external signatures.
Elks Aidmore needs to print and review attempts to obtain external signatures.
1 vote -
Separate Voluntary TPR for Each Parent
Add a voluntary TPR checkbox for each parent to accurately capture all ways that parental rights are terminated. In some situations, a petition has been filed, one parent releases rights, and one goes to trial. Additionally, it would allow us to capture when one parent voluntarily releases without a petition being filed.
1 vote
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