Feedback/Ideas Forum
353 results found
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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 -
Multiple staff assigned to one case
Hi - My agency is starting to run cases that will need multiple staff assigned to one case. Right now, we have a case that needs 6 staff assigned to it. It could be more in the future. Is it possible to be able to add this to the features in the EHR?
Thank you!
4 votes -
Ability to Append Youth Initials to Subject Instead of Youth Full Name
To help keep our clients' names and information confidential, we would like the ability to append youth initials to email subjects instead of youth full names, when emailing out case notes or reports.
This would prevent us from having to go through the steps of downloading a report/case note, opening up a secure email system outside of Extended Reach, and emailing a team member through secure email.
15 votes -
Emailing forms from eR
When emailing forms from eR it automatically populates the clinician's email. For our purposes, we are emailing the document directly to the family so it would be more helpful for the email to populate the family email. I understand that various users may implement this function differently, so possibly there could even be a selection to choose which email to populate.
6 votes -
Prevent user from completing activity/report that still has pending external signatures
We would like to be able to configure an activity/report so that it cannot be marked as "Completed" if there are still pending external signature requests.
Sometimes a worker is unable to obtain an electronic signature that they sent out a signature request on but they do obtain a hard copy which they attach to the activity/report ...but they forget to revoke the signature request so it is then left as a pending signature request in the "Awaiting external signatures" list even though the activity/report has already been marked as completed. This means that you then have to go back…
34 votes -
Add an option for a 3rd worker
Incorporate a 3rd worker option. Example, Primary Worker (case manager), 2nd worker (supervisor), 3rd worker (therapist)
49 votes -
Print Activity and Reports by a certain dates.
It would be helpful to have the option to select certain time frame to print Activity and Reports. Have the ability to enter Month/date/year.
6 votes -
preview changes you make in configurator before saving them.
It would be nice to see how changes made on the configurator will look in the compliance tab before saving them and having them affect providers.
19 votes -
staff webpage
Allow staff to have a web page, where they can upload their due items and other expiring items as well. It will also be good for onboarding staff to upload required documents, sign acknowledgements, etc.,
20 votes -
Ability to move documents from one category to another if wrongly filed
If a document is wrongly filed in one category, it would be nice to have the option to move it to the correct category without having to save the document to the desktop and then re-upload it.
77 votes -
Forms on Foster Family Website after Client Discharge
Once children are discharged from foster care, they no longer show on the foster family website. However, there are still forms that the family needs to complete and submit. We cannot delay the child's discharge because of billing and other forms that the caseworkers need to complete which are triggered by the discharge date. Could the configurator have an option where select forms stay accessible to families for up to 30 days following discharge?
45 votes -
Add an "Add Vehicle/ Pet Button" to Family Website
We currently have to have a separate activity run in order for a foster home to notify their workers of a vehicle or pet change. It would be a helpful addition if there was a way to allow families to add vehicles or pets like our workers can.
An additional feature related to this would be to allow them to "remove" a listed "active" vehicle or pet from their home as well and provide the related information as to when they were removed as well.
16 votes -
ability to rename docs generated in extended reach. the docs generated in er are named randomly with letters and numbers.
It would be great to be able to rename file/docs generated in extended reach. I see letter number combinations that are not relevant to dates, and other more intuitive ways I would generally use to organize docs.
It would be a time saver not to have to download and save a doc generated in extended reach in order to rename it and upload it again into extended reach.10 votes -
Undo for eR Inbox
SWs who need to move dozens of files from their eR Inbox to the appropriate Compliance item occasionally slip up; They would love an option in the eR Inbox to UNDO LAST ACTION, or something to that effect. Otherwise, the item disappears from the inbox, and you have to download it from the item, delete the wrong compliance item, re-email it, open the case, attach again. Would save a lot of time.
8 votes -
Allow Duplication of Elements within Custom Forms
This might be tricky to implement, but it would be a HUGE timesaver when designing custom forms with a lot of repeating elements.
The user would be able to select a series of items that need to be duplicated in the form and then click on a button in the toolbar to duplicate the selected items.
I attached a demonstration of this concept to provide a visual reference for how I think it might look.
Thanks!
100 votesWow, impressive Brian. Sold. I’ll try to get this built this month.
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Allow more than one attachment when sending emails via the Family Web
Allow users to send multiple attachments when sharing information via the Family Web to reduce the number of posts families need to review when agencies are making announcements or during processes like renewals and amendments
7 votes -
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…
126 votes -
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.
20 votes -
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!
24 votes -
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.
31 votes
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