Feedback/Ideas Forum

  1. Instead of Reject or in Conjunction with Reject, can we flag certain areas of a Report to dictate detailed corrections?

    So as a supervisor I can sometimes make a lot of corrections and putting it in the comments tab can get difficult. Just like in Comments/Tracking on Word Docs so they know the section we are referring to instead of a list of comments. I like it because it allows them to ask specific questions on a correction I've made and I don't have to go searching it's just looking for the flags/comments

    *I hope this makes sense

    3 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integration of eR Inbox with eR phone app to take pictures on the app that are sent to eR Inbox.

    App should have camera feature to take pictures or scan documents and go directly to eR Inbox without the photo being saved on the phone. This is currently possible if logging into eR through the internet browser on a phone but would be extremely helpful with the app.

    9 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  3. Additional Options in the eR app

    Is it possible to add the ability to add appointments to the client chart through their caseload screen, also check in and complete, generate file and save as draft.

    Can we also download the referral form, intake pkg, tx plan? These changes can make it useful in the field.

    Also, upload a word document or picture to their chart. Maybe if we leave the signed copy of anything with the client and we upload a scanned or picture of their signature pages.

    3 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    18 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    41 votes
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    4 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Require reason for 'Stop tracking expiration date'

    When a worker chooses to stop tracking expiration date we would like for there to be a pop-up box requesting a reason.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. 5 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. Adjust time of day for ER alerts

    It would be nice to be able to adjust the time of day that ExtendedReach sends out email alerts. Currently it's in the middle of the night.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option to remove "signature date" from case activities using the "Download Files" feature

    When using the "Download Files" option in the case files/records tab, the case activity pages printed include both the the date the activity occurred (set by the author) and the date that the activity was signed. This can cause confusion around when the activity occurred with two separate dates. Would be good to have an option to remove this if desired understanding some agencies may want to have a record of the date of signature if it didn't occur on the same day as the event.

    3 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  10. enter a reacurring client information with just a social security # with the assessibility to update info if needed

    When entering a new case if they have already been in system, you should be able to pull client general information like address, birthdate, just by entering social. Of course with the ability to update if needed. A lot of my clients are repeats each year.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. Separate entered families by categories

    Currently, when we enter two types of families- Family A and Family B, they all show in a long list Families entered. It would be nice to be able to divide all Family A into a group and Family B into a group.

    3 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. Option to link case management files between two types of families

    We have two types of families in our eR system. It would be nice to connect case notes of those parents that need help with those offering the help. Currently, I am having to enter the note twice.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  14. LOC Changes

    Have you considered allowing us to enter LOC changes in prior to their effective date? But still find a way to have AP and AR billing run accurately? That way, billing doesn't get a screen of "LOC expired" messages on the 1st of each month if they run billing prior to LOCs being entered that day?

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. Foster Family Web & trainings drafted

    When a Foster Parent RSVP's via Family Web, it automatically creates a draft training. If the parent doesn't attend, then the staff has to remember to go in and delete the training or it will remain in their file. Also, if the parent RSVP's for a training months out and you add another training in ER before that time, it automatically brings up the drafted training.. so you have to go in and take out all of that info and add the correct info. It would be preferred that when parents RSVP via Family Web, a training does not get…

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please allow forms to be optional for some homes and required for others

    We have different types of homes, so on the compliance list we only have the option to make them all show up as mandatory or optional. I would like the option of showing as mandatory for some, and optional for others.

    5 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  17. CSS/ Customizable Custom Web Forms

    Some agencies prefer to have the reports they send out to have a certain "look" either for easier reading of the contained information or to help maintain consistency with their brand image. In order to accomplish that, they need to use a Word doc that populates with field codes, creating an additional step that would not be necessary if font sizes, tables, and overall format could be customized when building the form with printing in mind.

    3 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  18. Post-Approval Worker Edits for X days after Approval

    It has been noted that some due dates are based on requirements other than licensing standards, which means approvals "lock" the documents in before any late edits might be made.

    I propose that an advanced configuration feature be added that allows for workers to continue updating/ editing documents for X days post-approval to avoid creating addendum activities or forcing the supervisor to make revisions without rejecting the approval.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  19. Electronic signatures for resource parents!

    It would be amazingly helpful to offer resource parents (and agencies) the ability to electronically store their signature on the Family Web in order to get documents signed electronically in record time :)

    9 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  20. 3 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
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