Feedback/Ideas Forum
393 results found
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Auto-Fill "With" and "Regarding" fields with a Home Email address and email Subject Line
When filing a email from a home there is an option to have an activity made from that email and added to the homes casefile. Within that activity we would like a way for the "with" section to autofill with the home's email address and the "regarding" section to autofill with the email subject line.
1 vote -
A way to have families register for activities that are scheduled through ER, but that are not training activities.
Sometimes we offer social or other kinds of affinity building activities, or we have volunteer or other opportunities for families. It would be great to be able to have families sign up for these activities through ER, without it feeding into Training data.
1 vote -
Modify Staff Profile
Allow more than one emergency contact to be added
1 vote -
There should be a way to make confidential the emergency contact information.
As it stands now, anyone logging into the extended reach can see another staff member's emergency contact information. That information should be shielded and only available to users with admin access.
1 vote -
Automatically stop tracking expiration after household member moves out or pet is set to inactive
After we mark a household member as having moved out, or a pet as inactive, staff and foster parents are still being notified regarding their expiring documents. Please automatically stop tracking their expirations when we mark as moved out/inactive.
71 votes -
Editing Documents
There needs to be a way to prevent individuals from editing someone else documents. Example: If I create a document, my supervisor should not be allowed to edit that document without me approving the changes since I was the one that created the document.
4 votes -
Allow Email alerts to be repeated
Provide the option in Email Alerts to send the alert more than once. For instance, if an item is out for signature, send a reminder every two days... or if a Rejected item isn't corrected, a reminder is sent daily... etc. Sometimes only one email can get forgotten.
3 votes -
Cancel individual Signature
Can you make the signature cancel individual? I hate to request all 4+ signatures when the last one messed up or a foster parent signs in the client spot.
5 votes -
1 vote
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A Universal Insurance Provider List
Transitoin to a Universal Insurance Provider list (instead of lists for each organziaton ) to reduce number of required entries (or edits) containing the same information.
3 votes -
Add Funding Org to the whole Organization not each individual Program
Should be able to add a Funding Organization that is available to all programs, not have to add the same Funding Organization to each program separately!
2 votes -
Include the option to add Addendums to custom forms and incident reports- useful for documenting "review" rather than "approval".
Allow other individuals to put comments on a custom form or incident report via an addendum. We currently use the incident review feature in KCare but seem to have lost that functionality in extendedReach. Documenting follow-up on the incident is something auditors look for and the current extendedReach system does not have an effective way to do this. You can sign it, but you cannot put in additional comments.
41 votes -
Allow Families to view previous submissions.
Currently families can view previously submitted "Custom forms" clearly labled from the "Communication" Tab, but all other forms default to the name of the uploaded document (i.e. xyz123abc.jpeg). Place uploaded documents into the named report/activity they were uploaded into clearly and allow families to view previously submitted forms from the "Compliance" tab. This helps prevent repeatable human error on new submissions for items that have been corrected in the past.
3 votes -
Ability to upload payments as a batch versus entering them individually
To be efficient, can you add the ability to upload a file to apply payments to client (based on their PID) to specific invoices. Currently, we are having to enter individual payments for the 500+ client payments we receive each month. This results in typing and clicking on individual clients and takes several hours/days to complete.
1 vote -
Ability to download aging report "as of date xx/xx/xx" in excel
The Excel download for the Aging Report is only available when viewing as of the current date. There isn't a way to download an Excel file of the "Aging Report as of Date" view - this is only available as a PDF currently.
1 vote -
On the pending referrals page
My idea is to make it so that the referrals page has options to add more variables such as the location and age of the client. That way you don't have to click on a client and look for their location because you would see it and it would make it easier to assign cases. Also it would be helpful if it could have a toggle option to change the list to alphabetical order so that clients can be found easier, or toggle by age (every variable available) :)
2 votes -
auto-populating custom form fields
Design autopopulating custom form fields (information guide field) that can either reflect data from another field on the same activity or create a number count that when data i entered autmoatically assignes and/or updates a number
4 votes -
Email alert customizations for Foster Parents
Agencies should be able to customize email alerts for users of the FFW. We would like our foster parents to receive confirmation emails when they successfully submit a report or activity through their FFW. We would also like foster parents to receive email reminders about reports coming due.
5 votes -
Showing only current shared files
Could you make it an option to show only current forms in the Shared Files section on the FFW? We have families that reference forms in that section and get confused which form they need to refer to.
7 votes -
Be consistent with date entry
It is nice to be able to enter dates as MM.DD but this is not always accepted and you have to click on the little tiny calendar and date. This gets time consuming. Specifically in the payment posting of check date and deposit date. Consistency is always a good thing.
1 vote
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