Feedback/Ideas Forum

  1. Fully functioning app

    Currently the content of the app contains mostly contact tools and information. The app should contain all features of the website and be a tool for staff to maintain files.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to track treatment goals daily like the MARs

    Ability to track treatment goals daily like the MARs
    -All ISP goals on one page
    -All Alternative and Target on one page

    *allow ability to select different type of keys +, -, III (tally marks), N/A, etc

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Copy Referral

    It would be nice to be able to copy a referral. We some times have multiple clients from the same family.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. File attachments- Add more than 25 SIR's

    Would be ideal to be able to add more than 25 attatchments for SIR's especially.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. It would be great if there was a setting where one person wold be able to approve documents, as well as supervisors.

    In our case, it would be nice to have our placement coordinator being the one to approve all the 7-Day notices versus the supervisor. Unfortunately, there is not a setting where we can change this and it would have to be done individually.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. HR and Home file dumps

    We all go through Audits. The files under the Home don't necessarily match up with the employee's, vice versa. The discrepancy could easily be rectified with an HR and Home file dump to a single Zip file. This would enhance your product service (increase JOY) and allow for those who don't have CO or high altitude bandwidth to have the data pulled to a USB/or portable drive in advance of the audit (thereby also decreasing WOE). Think of it as rural services or better market share.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add an invoice "date" or "days care" column to the Payments Undeposited view

    After an EFT entry has completed in ER. Accounting person will then review the undeposited tab to make sure totals match. ER FC module currently does not have the "days care" date or invoice date which will help when reconciling the totals and double check that information have been entered correctly.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  10. Improve Reporting: Custom Fields/Label do not display properly in Zoho

    While it is nice to have a reporting capability, Zoho reporting is not the most convenient feature.

    It would be ideal if Custom Fields/Labels automatically displayed in Zoho. Having to login to ER to identify the data point and switch back to Zoho to search for the "Custom field" is NOT ideal. Then the column /row header has to be manually edited, which does not update throughout Zoho.

    Also, while Zoho does have "User filter" settings, there is not a permission setting preventing programs from viewing other program data. A report for EACH program/branch must be created and a link…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. Editing Trainings created

    Please allow the ability to add additional staff after the training has been creeated.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. Retrieving old reports

    Please increase the number of days Social workers can retrieve old reports. 45 days is not enough time, should they need to retrieve an old report. I suggest that 120 days be used instead of 45 days.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  14. Staff profiles emulate the layout of individual profiles in order to use ER Reports and eliminate the need to upload paper documents

    Any document that goes into a staff profile must be uploaded as an attachment and we cannot generate "live" documents in ER for our staff profiles. However, there is interest in making as much as possible into direct reports in ER, so staff could simply review policies and sign off directly in ER instead of staff having to scan and attach numerous documents into staff profiles. There are also reports and documents that could be inputted directly into ER and then shared with other departments (such a fiscal) with email alerts to eliminate paperwork and time to upload things.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. education section

    Under the education section, it would be great if there was a field for graduation date and maybe even a degree field - for GED, HS Diploma, even Associates and Bachelors - we serve alternative programs for kids who aged out of foster care.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automatically save progress on custom forms.

    Develop a system that would save information as it is being typed in to documents so that if an error should occur, information is still retrievable although it had not been saved by the user. This would help so that information would not be lost before it was being saved. I spent a few hours writing a document and when I went to save it, I got an error message that it couldn't be saved. Then the document was blank again.

    23 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add 3-Day Medical and CANS to the Health Tab

    With new State requirements, on the Health tab, add 3-day Medical and CANS Assessment to the list

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sub-Sections in the "Staff" compliance tab

    Under the "STAFF" tab, can we have sub-sections like: 1.Application Agreements,2. Education, 3.Legal, 4.Training, 5.Medical, 6.Policy Ackn, 7.Compensation/Insurance, 8.Performance....etc

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  20. Staff Expirations to show on their Supervisors Task List

    I have a need for Staff Expirations to show on their Supervisors Task List. I see that they currently show on their task list, but I need the Supervisors to be able to manage this from their task list.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback/Ideas Forum

Categories

Feedback and Knowledge Base