Feedback/Ideas Forum
358 results found
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Auditor Role have access to Case File sorted in same manner by report/activity, have access to Compliance Tab
Current Auditor roles does not allow access to viewing Compliance tab, or any other features that are helpful for an auditor to view in a snapshot. Instead they are asked to go through a huge list of documents and often do not have time for this so just ask us to find and scan separately anyway. Would also be nice to be able to just turn on a report or activity for them to review rather than having to click every-single-entry made.
17 votes -
5 votes
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Goal, Diagnosis, etc field code pull ins should work more like KCare and be date based.
Currently, Goals, Diagnosis etc pull in based on current or past month. It would be better if these were date based like Kcare.
3 votes -
Readmitting
Be able to select what information you want to transfer to readmit a child. A had a sibling group readmitted. All of their items from 2018 transferred to now. Medication logs, medical information, those items are not needed. At least an option to select multiple things to delete if needed instead of having to go into each individual item to delete.
6 votes -
"Allow Custom Form field codes to be generated manually" in a way that doesn't erase the rest of the document
Since we cannot currently pull reports into a document, it would be nice to know that when we updated information the case worker could update their document without erasing everything they have already done.
8 votes -
Make "trigger" formulas more dynamic and accessible
It would be great to trigger documents based on grade, Special education, if a foster home has fire arms, pools/body of water, etc.
9 votes -
GCM Features same as Residential
GCM does not have all the features that the Residential module has. For example, the preferred name pulls over to the side bar in residential module, but not in GCM. All residential module features should at least be options in GCM.
12 votes -
12 votes
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It would be great if we couold perform mass adjustments in eR.
the rate for a particular code increased, however, the rate was not updated in eR until months later. It would be great to identify those lines items and complete mass adjustments to prevent having to go into each invoice to complete the adjustments.
4 votes -
Configuration for automatic sync to Zoho after Report completion
Add a feature to the Activity and Report configurations that forces an upload to Zoho when submitting. I know it is possible to do it manually in System Configuration, but having this directly attached to specific submissions would be extremely helpful for up to date Zoho reporting.
4 votes -
Send and track references
We use Extended Reach exclusively to track new resource parent applications, and it works like a dream! Applicants fill out forms in their Family web, and we can then review and approve them. The only thing it doesn't do for us right now is send out references. It would be awesome to be able to have this automated in some way. We used Binti before eR and it did this for us. Families would enter their references and it would automatically send out the form via email to each reference and then file it in the same location as it…
6 votes -
Bulk Change assigned worker
We have had an employee leave so we had to change the assigned worker. The same worker will be taking over all the cases. Right now you have to go into each family and individually change the worker. I had to change approximately 30 this way which gets time consuming
2 votes -
Turning off tabs for User Groups
Need the ability to turn off tabs for certain user groups. Certain user groups do not need access to all the information.
11 votes -
Add a "suffix" option for all people; this is often required information for background checks, etc.
Adding a dropdown menu with suffix options (ie, Jr., Sr., III, etc) will be useful as these are necessary when completing government forms and background checks.
1 vote -
Option to warn worker if an Activity or Report Type already exists that is in DRAFT status
Many of our workers will start and activity or report, and then get distracted. This can create a draft. But when they return, often they'll go and just re-start the same Activity or Report type.
This has lead to our implementation (2.5 months old) having over 100 Activities left in Draft status.
It would be great if one of the configuration options on new Activity and Report types could be set to trigger a warning/pop-up that lets the worker know an Activity or Report type they are trying to add already exists in Draft status under their user account.
Thanks!
2 votes -
Link Referral to Re-Admitted Case
Our agency would like to utilize the re-admit feature and continue to track referrals for those cases. As of right now, our only option would be to either delete the referral since it cannot be merged with an open case or accept the referral and open a new case. We think it would be useful to have an option to accept the referral and link it to the re-admitted case.
2 votes -
Add a duplicate button for duplicate referrals
We receive numerous duplicated referrals often and would like to be able to add new date with existing demographics to system instead of re-adding all this data again and again. It would be a real timesaver for our intake department.
6 votes -
The ability to assign dates under auditor
It would be great to have the ability to assign date timeframes when assigning the auditor function. For example, if the auditor is requesting to view only 30 days of documents, the ability to assign only 30 days instead of the entire file would be great.
4 votes -
Include the option to add Addendums to custom forms and incident reports- useful for documenting "review" rather than "approval".
Allow other individuals to put comments on a custom form or incident report via an addendum. We currently use the incident review feature in KCare but seem to have lost that functionality in extendedReach. Documenting follow-up on the incident is something auditors look for and the current extendedReach system does not have an effective way to do this. You can sign it, but you cannot put in additional comments.
38 votes -
Have pending referrals for cases be discharged after a specified timeframe is met (3 months, 4 months, etc.)
Pending referrals have to be manually discharged. If a timeframe was marked for discharge, the list would not get too long and show referrals that no longer need homes.
32 votes
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