Feedback/Ideas Forum
361 results found
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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 -
Collect custom fields from a specific time range instead of just the last completed Form
Currently, we can only pull Custom fields from the last completed form. It would be VERY useful for our program to collect Custom fields across a specific range of complete forms. For example, we could collect just the Safety and Behavior Description field of our Daily Progress note for an entire month.
51 votes -
do not show in foster home reminders
Can we have the function "do not show in Foster Home reminders (advanced)" available for Foster care reports/activities?
3 votes -
Auditor Access
The ability to change the information that is displayed on the child's profile. The information is pretty basic. It would be nice to be able to add allergies, rate level, medicaid number. Some of these items are requested by auditors. It would be nice for the items to be displayed instead of having to create an entry for a face sheet that does contain this information.
3 votes -
Mobile Friendly Online Referral Form
Currently, the online referral forms do not dynamically change to fit mobile screens. With the the share of webrowsing increasingly moving to mobile, this is vital for our users experience on our website.
15 votes -
System Admin should be able to view what each user group sees
Add the option for system admin to be able to view what specific user groups see, to make sure our permissions are set properly.
14 votes -
Adding external signature features to staff documents and trainings
We have at least a hundred traingings that our staff do. It would cut down on paper if we could have the feature to add external signature collection to staffing documents and trainings.
6 votes -
Adding Home visits to the Foster Care Cases List on the Caseworker Home Screen
Our caseworkers would like an additional column in their Foster Care Cases list on their home page. They would like a column that would list the last time they completed a Home Visit in additional to the visited column. They need 2 visits per month and one must be in the Resource Home and this would help them to keep track of what they still need to complete each month.
4 votes -
Be able to select Multiple reports to view from the home page
Like in Kaleidacare.... it would be nice to select multiple reports to view them all at the same time. Would also be nice to approve all of these items after they are reviewed. It would be nice if this could be able to filter by client and date range.
5 votes -
Limiting administrators to see specific programs within your organization
In our ER right now we have multiple Administrators that have access to all programs and clients. We would like to have the ability to limit Administrators to see only certain programs and not have access to all programs and clients within our organization.
1 vote -
Case Discharge Reasons
Currently there is no way to turn off the feature that allows staff to enter in their own discharge reasons. There should be a setting on the backend that allows this option to be turned off for agencies that do not want staff to write in their own discharge reasons and select from the list of dropdown items only.
3 votes -
Minimize former worker names in Case File.
In the "Case File" section under the "Show" drop-down menu. It would be helpful if all the previous caseworkers' names could be minimized into one section by tapping the first name. For example, tapping the arrow so that a right arrow turns downward to reveal the names, rather than a long list being present. Seeing a long list of former workers is not good for scrolling or morale. :-)
1 vote -
Add a tab for tracking "Address" on the FCM
We use extendedReach for case management and lodging for some of Seattle's unhoused citizens. Often, they receive mail at a PO Box, Friend/Family, etc.
We also use it for case managing folks through our Eviction Mitigation program. Since we don't usually lodge the folks in this program, we've been forced to create a custom report for Address information. This feels cumbersome in such a beautifully executed interface. We'd like a place to document address information for these clients that can be viewed on the main Case screen/tabs.
3 votes -
Family Website tab could have a lot more functionality
When a family uploads a document from the FFW, it shows up in the "Family Website" tab, saying "Note", when they uploaded, and the name of their document.
Unless they named the attachment beautifully, there's no way of knowing what document it is without opening the attachment. You also can't click on the Note to take you to the compliance item.
Can you:
1) Add a line in the Note that says the name of the Compliance item the upload was targeted for?
and/or
2) Make it so the item is clickable and takes you to the Compliance item to…8 votes -
Hide custom form responses with "do not print" for portions of documentation that are used for internal purposes only
Our organization has a requirement to document information/field responses on a custom form (for internal purposes only) that we do NOT want to print on the note that is shared with the client/guardian/caregiver or external providers, but we need to be able to collect this data in ZOHO so using the "comments" tab to hide this information will not work for us.
In eR’s custom forms, we can only configure the Help Text to “Do not print” - we cannot set an actual form response to “Do not print”… our only available option is to “do not print if blank”…
1 vote -
Staff Permissions for Multiple Branches
We are able to set up staff access to multiple branches but there is currently no way to limit the staff to only view the branches they are assigned to. Currently they can see and access general information in branches that do not pertain to them. This would be a huge feature so staff do not see information that they do not need access to.
3 votes -
Community Programs: Add tracking of Ethnicity to the Primary Client Information and give the option to be a required field
Community Programs: Add tracking of Ethnicity to the Primary Client Information and give the option to be a required field
1 vote -
Allow medications and diagnosis to prepopulate into already created forms
All medications and diagnosis to prepopulate into already created custom forms.
5 votes
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