Feedback/Ideas Forum
353 results found
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Fix the 'Payments' so that the From (funding org) comes from the invoice not the case file.
When the funding org changes mid-month, you want the default to come from who you billed not who is currently in the case file. I understand this can be changed but it is a free form 'add' and if you don't get the funding org name exactly right you have payments from the same funding org under different names and that can get very messy. Either this way or provide a full list of the funding orgs to choose from not have it a free form 'add' of payor.
1 vote -
Making extended reach more user friendly for us
It would help us out so much if we were able to create an incident report or a safety hold from the progress notes. I have asked before instead of someone seeing if it could be done the answer was just no. The way technology is set up and has evolve, I doubt if it is impossible to generate. I have worked with other software and I know it's possible. We have to track out clients behaviors and it just make since to do so.
It will also be great if we were able to group print all the information…
1 vote -
Make the Checklist an actual Checklist
I'd like to be able to arrange the checklist on the family web page in the order that things need to be done. Not by group and not change the arrangement on the compliance page.
4 votes -
Enter an Inquiry by Provider Type
We would like to be able to enter Home Inquiries by Provider Type. We need to track Post Adoption Homes that inquire separate from our Resource Foster Homes. If we enter them all under one umbrella, our Homefinding and Inquiry #s will be skewed.
5 votes -
Add activity to case when an email is automatically sent
We have satisfaction surveys automatically triggered when a discharge date is entered and a monthly report issued for any requiring snail mail, but the only way to know if they were sent is by checking the email account we bcc, and it never appears on the case file.
It would be great if when an email is triggered to a client (or better also when they show up on a scheduled report), an activity could be automatically added to the case noting that an email was sent (or, in the case of showing up on a scheduled report, that x…
1 vote -
Email documents to add to an already filed document
If you've already uploaded or written a report and you get an email that goes with that report, it would be nice to be able to forward that to your extended reach inbox and then just attach it to that report rather than downloading and uploading it.
3 votes -
Customize the Outbound List
I would like to be able to post a message to only our homes that have openings. This would help with referrals. Currently, our only options are All Homes, Licensed Families, Applicants, Inquiries or remember and check box every family we want to send the message to
7 votes -
Add more detail to the Financial > Posted Revenue by Worker
In addition to the Amount, and client name, add Funding Org and/or Category to the case note detail on the Summaries view of Financial>posted Revenue by Worker. This would be good information easily exported to Excel for monthly financial numbers.
1 vote -
Add a cut and past "snap to grid" in custom form builder
Add a cut and past "snap to Grid" in custom form builder for eaiser and faster form building.
1 vote -
Allow documents uploaded to inbox to be uploaded to compliance tab
When staff scan documents to my inbox to upload I'd like to have a dropdown that shows which documents are in the compliance tab as well so I can upload certain ones specific to that tab.
6 votes -
Secondary targeted staff in Referral
Add a secondary targeted staff on a referral so when you accept the referral and open the case, both caseworkers automatically are added. Also, it allows the two caseworkers to see documents and client info before the case is open so they can prep for the case.
3 votes -
Placement changes with start / end times
If a respite placement is not starting until 4pm on Monday, we don't want the system to change the child's placement UNTIL 4PM on Monday. Right now, the child's placement changes too soon and leaves the foster home without access to the child in the FFW. Please allow start/end times for placement changes.
1 vote -
Allow Primary Foster Home to have access to the child in FFW when child is on respite
Create a way to designate the child's "Primary Foster Home" in which the system maintains that the child is placed at that specific home- even when the child is temporarily out of the home (respite, hospital, etc). This allows the primary foster home to continue to have access to the child's files in the FFW but it also tracks the temporary out of home placement for billing purposes.
26 votes -
Foster Family Website "Draft" Status Confirmation
When Foster Families open a report through the FFW, they see the same confirmation screen whether they click "Submit" or "Save as Draft." When they save as draft, the system tells them:
"Your report has been successfully SUBMITTED". Please change the confirmation screen to inform them they saved the report as draft.6 votes -
10 votes
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Develop an "add aditional" button for additing extra fields in an activity
Create a feature that will allow the user to "add another" (i.e., Goals, person etc.,) as needed when a button is checked (i.e., similar to the secondary client feature on the general tab).
This would very useful for adding varying number of fields such as in a Treatment plan, where some clients will have more goals than others.
4 votes -
Default No Photo Icons Should be Inclusive
The generic photo (icon) that displays on the Family Website when there isn't a client photo uploaded should match the race of the client, or not show a person at all if that can't be accomplished. Right now the icon shows what generally resembles a white male, which doesn't represent every child.
The generic photo (icon) that displays on the Family Website when there isn't a family photo uploaded should match the gender(s) of the family, or not show people at all if that can't be accomplished. Right now it shows a male and female, which doesn't always represent the…
13 votes -
Set an activity/report to have an "optional" first approval?
I know there is a setting for an optional second approval, but we want some reports/activities to have an optional first approval.
4 votes -
Foster Family Web
I'd like for foster families to have access to see the files that are shared with them in the Compliance Checklist on the FFW. Currently they can see the name of the activity/report and the expiration/completion date, but not the ability to see the actual document.
9 votes -
Auditor access Case Management Module
It would be great to have an auditor profile in the Case Management Module. Auditors should only have access to documents that they are requesting or need to see instead of all documents.
7 votes
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