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How can we improve extendedReach?

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381 results found

  1. Activity/Report Random Auditing

    Would like a way to have the system randomly select completed activities/reports under the case & home files and email links to those documents to a supervisor so they can check to ensure the content is meeting the expectations/requirements.

    Could have a way to schedule the email with criteria:
    1. Case Files, Home Files, or Both
    2. How far back to pull an activity/report or date/range.
    3. Activity, Report, or Both
    4. How many to select.
    5. One time or scheduled pull (repeat every 30, 60, 90 days)
    6. Allow activity to be chosen again, not chosen again, or can…

    3 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  2. Upload template to auto-create & populate new referral, case, etc.

    Create template forms that can be filled out by an external party (typed-in, not handwritten), emailed/uploaded into ER, and then "approved" into automatically creating a referral or case and use data from the form to populate the fields in the referral or case. Possibly a form & form "map" situation where the map tells ER which fields to populate with data from the uploaded form.

    3 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  3. Add "Do not print" option to all fields in Custom Form Builder

    Would be nice to be able to tag specific fields as "Do not print" (not just if blank) so, for example, dropdowns/conditional fields can be used for other conditional fields to appear, but the dropdowns wouldn't appear on the print output.

    3 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  4. Create the ability to allow more than 2 court dates at a time

    Create the ability to allow more than 2 court dates at a time and tracking as well.

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  5. Foster Family Website submission report

    It would be nice to be able to pull a report that shows all items currently submitted and those that have been submitted through the Foster Family website as well as drafted items.

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  6. Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff

    Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  7. Pharmacy added to the Health tab.

    Pharmacy added to the Health tab under Summary, along with other Medical Contacts.

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  8. Add the ability to include agency logo on a custom form

    Many forms include a space for our agency's logo, however there isn't an option to include this in the custom form (which would otherwise be preferable to generating a web form in some cases).

    4 votes
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  9. Variance in Required Home Fields Depending on Status (Inquiry vs Applicant vs Licensed)

    When an inquiry is received, we may only get the very minimum, basic information on a potential foster family (name, email, phone number) but as they move through the process (applicant to licensure) it would be nice if the required fields could be customized based on what is needed depending on the phase of the process the family is in.

    2 votes
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  10. Merge cases in General Case Management System

    Having the option to merge duplicate cases would help streamline the process for ensuring all data is uploaded in one spot, rather than having to manually download and reupload documents from the duplicate file.

    5 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  11. text appointment reminder at multiple intervals for clients on th GCM module

    Please add the ability to schedule multiple interval text appointment reminders in the program configurator. Clients could get a text reminder 5 days, 2 days, and 1 day before their scheduled appointment through eR.

    23 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  12. Multi report print feature like in K-Care

    Our GMC staff are required to print all monthly summaries for multiple clients and submit as one fluid document to billing, as a PDF. In K-Care one was able to check the boxes for multiple clients under one specific custom form to generate an ongoing PDF of all the clients custom reports rather than printing them one at a time. As it stands now each form has to be printed from the individuals chart or saved and complied into one PDF. Ideally we would like to be able to select multiple clients to print/save the same report I.e., monthly summaries…

    1 vote
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  13. Allow users to require additional fields in the People Tab and Address Book

    Currently only four fields (Type, Last Name, First Name, and Category) are required on the People Tab. It would be useful for the user to be able to specify which additional fields should be required for their program.

    3 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  14. inquiry sorting

    I would love to be able to sort inquiries by the date of last contact.

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  15. Add new fields to the Staff Profile screen

    It would be helpful if we could customize field on the Staff Profile Screen. For example, we do not need a "FAX" field for staff, but there are fields we would like to add.

    6 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  16. allergies/diet tab

    On the "Allergies/Diet" tab, it is currently possible to accidentally check "Allergy is life-threatening", then check "No known medication allergies/reactions" and then click save. If this happens, the side bar under the photo indicates that the client has a life threatening allergy when in reality, he/she doesn't have any allergies.

    4 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  17. Option to Place Clients on "Pause" in GCM Module

    We have a couple clients who are seen on an as needed basis and it would be helpful to be able to place these clients on "pause" to stop future activities from generating. We do not want to discharge these clients because whenever we re-admit, the system will populate new activities that will need to be completed. Pausing would be more effective so we do not have to change due dates on activities that are due during a time where we are not seeing the client.

    3 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  18. Additional formatting options in custom forms

    Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...

    6 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  19. Put Add file from another activity or report button in GCM Program!

    There is an "add file from another activity or report button" in the foster care module that allows you to search the case file or pdfs in ExtendedReach to pull into that document, and it is amazing. This would be great to have in GCM since we admit people into multiple programs to be able to place files that are already in the case files into the correct places without having to constantly re-download them. See attachment for the button I am referring to.

    7 votes
    1 comment  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  20. Print button to My Workspace

    Add a print button to the 'My workspace' that would allow you to print blank forms instead of going into a specific chart to print. This would give the opportunity to print forms for a child that is referred but not yet placed with the agency.

    4 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?
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