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Feedback/Ideas Forum

361 results found

  1. Copy from multiple report/activity types for Homes

    It would be great if the option to copy from multiple report/activity types was available for homes. Right now it's only an option for cases. Home reports/activities have the ability to copy from a previous report but not to copy from another report type.

    4 votes
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  2. 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
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  3. Allow admit to referral in between programs

    Currently, you only have admit to another program and then you have to bump it back to a referral to keep a bunch of information. However, if anything has been billed, it will not let us bump it back to a referral which completely messes up our data in between programs. It even allows us to admit from residential as a referral but not from our own GCM programs on the same side. We have clients that step up and down in care all the time or get referred for one program level but qualify for a much higher level…

    3 votes
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  4. 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
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  5. ERPP

    different departments in one company have different needs. It will be nice if every department can have their own caseload organized. I also help out with ERPP and many landlord reach out to ERPP directly and they can't enter somebody into Extended reach like that. I was wondering if there is way to enter just client names and their information like Google spreadsheets but on extended reach and more organized.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  6. 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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  7. Lock down and Alert when a change to billable case activities have been made after it's been ran for the month

    The ability to "lockdown" billing or send any kind of alert when a change has been made after the billing has been ran for the month. This feature is available in our Foster Care/Residential system, but not in the GCM system you are using now.

    4 votes
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  8. 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
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  9. Ability to turn on view for only select residents/clients versus the entire "home" for residential.

    Since a lot of contracted and resident-specific workers only work with select children, it would be nice to have the ability to allow access to only select residents/clients versus the entire "home" - as in residential this is not helpful with ensuring other resident information is not viewable to staff who do not need to see it.

    4 votes
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  10. add a field code for the funding worker's phone number for face sheet

    The funding worker is an essential part of the team, and it is essential to have this number on the face sheet especially if there is an emergency and we do not have access to the extended reach through a power outage.

    3 votes
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  11. Allow math formulas to run in web documents or reports. I need allowance calculated.

    Allow math formulas to run in web documents or reports. I need allowance calculated.

    1 vote
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  12. Adding CAPTCHA to online referral forms

    In the world of spam, bots, and unsavory characters, website forms seem to be a hot target. In order to keep business efficient, it is vital to have the ability to filter out and block these bots from filling out our forms, dirtying up our data, and creating more work for our team.

    I believe adding a CAPTCHA to online referral forms will solve this problem.

    3 votes
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  13. Another Option for Applying Payments to A/R Invoices/Claims

    Currently to apply a payment, you pull up the client Finance Record, Choose 'Payment' fill in the information from the payment and apply to the appropriate invoice. If the Funding Organization/Payer is only paying for a few clients and invoices, this works fine, but we get Funding Organizations/Payers that are paying for 100's of clients and invoices with one check/EFT and doing it this way is very time consuming. Even using the "Add Another" is time consuming because you need to enter the invoice number or name each time.

    Idea - Pull up that Funding Organization/Payer from the Financial A/R…

    6 votes
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  14. Have a field code to pull archived treatment goals into a form

    Currently you can only pull "in process" treatment goals into a form. It would be nice to have a field code that can pull in any "completed" treatment goals. For North Carolina cases, having this be able to be pulled into a form would keep it Medicaid compliant.

    1 vote
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  15. Hide one-time compliance items upon completion

    Create configuration option with the ability to "Hide" one-time compliance items upon completion. The idea would be to reduce the overall number of activities/reports that appear on the compliance tab and make it easier for users to focus on the ones that are used frequently.

    20 votes
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  16. 1 vote
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  17. 4 votes
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  18. Required Fields

    On the charges screen, the START DATE and END DATE are required, which then prompts the system to count the DAYS OF CARE. This often results in a month having double days when revenue reports are done. It would be nice if these were not required fields OR if the system would not count the days.

    1 vote
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  19. Forms Copy

    Allow a form with multiple family members signatures to be able to copy to other family members.

    1 vote
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  20. Autofill the medication side effects

    When entering and selecting a medication, please have it to where the side effects will automaticaly select so that we don't have to manually check them. Some meds have many side effects and this becomes quite a time consuming task (flipping back and forth between the info sheet and ER).

    1 vote
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