Feedback/Ideas Forum

  1. add department to staff compliance list

    On the Staff Events + Expirations List -- it would be helpful to include the staff member's department, instead of just their name. This way we could easily sort by department.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Workspace Customization

    It would be great if our workers could modify their workspace on eR. It is overwhelming to see the long list of items due and past due on our workspace. Our workers don't necessarily need to see items that are due in 45 days. If each box/area on the user's workspace could have the option to minimize and maximize based on their own preference, that would be super awesome. It would also be nice to be able to move the boxes around so different sections could be in different places depending on what the worker wants to see at the…

    26 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Staff Profiles

    1. Have the ability to set up a monthly email reminder to staff for clearances they have due. Similar to the monthly email that is sent out from the Foster Family Website, this would include everything that is due in the next 30, 60, 90 days and specifically what is due.

    2. If the above option isn't possible, it would be helpful to be able to customize the email alerts going out to staff for their compliance items. It would be nice to be able to use field codes to pull in the correct information for the email alert rather…

    3 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  4. Parent upload allowance loga

    Parents need a way to upload allowance logs to extended reach through the family web portal.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. A list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month.

    Get a list of FPs by month, showing all FPs for a particular month, including newly certified and decertified for that month, but NOT broken out by agency SWs, just a list of the FPs.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. Capability to send mass text to clients

    Our staff would love to be able to send text messages to clients from eR. I envision a client dropdown like when file from your eR inbox, so staff could select the individuals to receive the text, with a field to enter the text message, that would upload to the client's record.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. Client Pictures

    It would be nice to have multiple field codes for pictures. The picture displayed in the chart may not be the picture we want to pop up on the face sheet. We have so many cute pictures of our kiddos that we would love to look at everyday in the chart- compared to the ones that would be more for public consumption (in the case of an AWOL or police intervention). In those cases, we would like to use a more serious picture and not a cute one of them cuddling a dog or something :)

    3 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. A way to generate a report on discharge summaries to find out which ones are missing.

    A way to generate a report on which discharge summaries have been submitted so it's easier to find out which ones are missing.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  9. Monthly Reminder Email Documentation

    It would be great to have the monthly reminder email to foster families be copied into the correspondence of their file. This would alleviate the need for it to be cc'd to a worker who then files it in to the correspondence. Maybe it could be set up that it cc's a worker's eR email and auto populates each family's case ID so that it automatically files it. Thanks for considering!

    13 votes
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  10. Allow Custom Form to be hidden after file is generated

    Would like to see an option when using the custom form builder for "Hide Custom Form after File is Generated". The worker will fill out the custom form placeholder, then generates the word document file which pulls over all of the information they have entered and submits for approval/com[letes. The custom form that they have filled out will be hidden after they generate the word document file.

    14 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add a filter to homes and inquiries by "church"

    Add a filter to homes and inquiries summary by "church". Some of the churches we work with have requested a report of the number of families who are a foster or adoptive family within their church, so they can promote foster care and adoption needs in the community. They often sponsor events, in which it would be nice to see who has shown an interest in different programs and would make a good reporting tool within the organization as well.

    2 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create a report that would show the memo line for Write-Off Adjustments

    This report would be helpful in gauging what we are writing off and why.

    2 votes
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  13. Staff Directory

    I would like to suggest adding a staff directory with pictures in order for our resource parents to identify who it is with the agency they are speaking to prior to meeting them.

    1 vote
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  14. Allow custom fields for Staff Profiles

    Allow custom fields on Staff Profiles; in the General Information Section. Doing so will allow agencies to enter, track and locate additional credentials and licensures. For example, the therapists on our staff have a BBS License Number, a NPI Number and Simon Number. It would be nice to see this data all in one place...without clicking on several tabs or opening several documents.

    1 vote
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow edits/deletes after 24 hours for specific reports/activities

    I'd like to dictate certain activities/reports that can be edited/deleted by caseworkers after 24 hours without needing the involvement of the branch or system admin.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. Read only access for cross-agency client

    Would be helpful to create read-only access for cross-agency clients. Currently, anyone other than the assigned caseworker can access a linked client and enter activity/reports.

    2 votes
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option to "Post Message to Homes" so the message sends from alerts@extendedreach.com

    Need an option when using "post message to homes" so the email sends from alerts@extendedreach.com (or any other 'no reply' email address) rather than the email of the user sending the message.

    2 votes
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  18. DHHS and other payments sources show as pending.

    Other payment sources such as DHHS show as pending like insurance so the client bill is accurate. Currently it is showing as client owed and that is not the case. This is concerning because we have to send the bill in order to collect fees that are the clients responsibility but then they see a huge bill that is not correct and it causes them unnecessary stress.

    1 vote
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    0 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  19. Due Date Option

    The ability to choose to have activity/report due dates auto-calculate based on business days instead of days only.

    1 vote
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  20. System Logic to Nullify a Triggering 'Event' When a Referral is Opened as a Case

    Having the ability to upload into and complete activities/reports while a client record is still a referral is wonderful - in both the Foster Care and GCM systems. But it's not so wonderful when duplicates of already existing activities/reports are created whenever a case open, admission or placement 'event' occurs... because in reality those items already 'exist'.

    As a result, when users are on-the-ball and diligently working on their referrals to get a jump on required compliance items, there's a consequence of a time-consuming data cleanup project that follows behind every case open/admission/placement.

    It would be very helpful if there…

    1 vote
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