Feedback/Ideas Forum
361 results found
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Treatment Goal Details
Allow treatment goals to pull in details when added as an item in custom form builder. At this time only the goal is available with no details.
6 votes -
Discharge Reports
Add the Foster Home to the Discharge Report Summary for the Discharge Cases
3 votes -
FFW document folders & sort by most recent
Have a folder organization system for FFW documents. Example their service statement is shared on FFW monthly. We need them to have access of all of those documents but it is a mess when they try to find what they are looking for.
A folder for all service statements (docs uploaded in that item) and displayed most recent to oldest.
5 votes -
People Tab - end date option
Allow workers to select start/end dates for people in a case file. Currently there is no way for us to track who an old worker / new worker is without deleting the old one. For our records we wouldn't want to delete them, just to note that they are no longer the current worker.
1 vote -
Support Single Sign On through other authentication services
It would be great if ER could support Single Sign On (SSO) services like Azure Active Directory. Our organization using Azure for authentication. With other SAAS providers we are able to configure the authentication process to route through Azure. This allows our workers to not have to maintain a separate username/password for this system.
3 votes -
1 vote
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Post Message to Home feature
Post Message to Home feature…When selecting families to send a message to, is there a way for it to only list families each person is assigned to?
5 votes -
Email or Workspace Alert for Newly Added Shared Forms + Files
it would be nice if we could set up an email or workspace alert when an item has been added to a specific section of the Shared Forms + Files folder, that way staff knows that a training video or agency-specific guide has been added.
4 votes -
Fix the broken image problem so we can stop deleting our browser cache
This might seem like a simple/ forgivable issue, but it does make navigation more complicated for non-tech-savvy staff and increases the number of support requests where the IT team has to then re-teach staff how to delete their browser cache so they can use the tool effectively. I'm not sure what the root cause is, but it is becoming at least a weekly occurrence.
3 votes -
Create more permission levels like KCare has
This needs to be broken down so that not everyone has to be made a system admin. They need to create more choices for permissions. Even simple billing things are not under the billing admin. My admin assistant, I can't get her to see financials like I need to.
51 votes -
Fields for Preferred Pronouns
This applies to all modules within extendedReach. I'd like to see a preferred pronouns field made available. I realize we can do this is a custom field, but I'd like to see it as a default.
9 votes -
Adjustable permission levels for staff documents
For our model of care, we have to collect documentation on staff performance/feedback. Because of the sensitive nature of this information, it should only be visible to the staff member's supervisor. It would helpful if you could adjust permission settings for staff documents so that certain reports or activities could be made confidential from everyone except the supervisor and system administrators.
2 votes -
Custom tab only permission setting
The summaries tab (custom tab only) needs to be an option so that you can share zoho reports with staff but not all summary reports with staff. This option is available in the foster care module already
4 votes -
Appointment System - allow 2 way syncing
This appointment system is currently more like a reminder task list for the worker. There needs to be an immediate 2 way syncing between calendars to be used in real time so that you do not have to do double work and update multiple calendars if you have meeting invites on your outlook or gmail, etc. On outlook it creates an entirely new calendar instead of just integrating it with your own calendar.
6 votes -
Customize staff welcome emails
Allow full admins to customize the staff welcome email with the agency logo, contact information for the database managers, etc. in all modules
3 votes -
Upcoming Events for Case Management Systems
Add an Upcoming Events section for Case Management systems to allow staff to easily view expired/upcoming training needs when they log in.
1 vote -
Training year
Being about to select the licensing year that the training applies to (e.g. a home completes training hours after their renewal date, could select that it is for the previous licensing year).
1 vote -
Move Home Submission section
Move the Home Submission section higher or put on the right hand side of the screen to make it easier to see when homes have submitted documents for approval.
1 vote -
Share only the most recent attachment completed to Family Web
Would like to see a setting that would share only the most recently completed attachment to the Family Website. Currently, what the home sees is multiple attachments, some years old. It'd be helpful and less confusing for only the most recent completed shared to the Family Web.
8 votes -
Allow supervisors to edit/approve Treatment Goals from the Treatment Tab
Our program had to create a separate document that pulls all treatment goals through to allow us to edit and approve them. It would be extremely beneficial to be able to edit and approve goals from the treatment tab. We would then be able to pull them through to the Treatment plan easily and reduce the number of steps required to complete an ITP.
6 votes
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