Feedback/Ideas Forum
353 results found
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Search bar for file as opposed to drop box only
Currently there Is only a Dropbox option when searching the case file on ER. It would be nice to have a search box option, where you can begin to type the name of the form you are looking for and It would pop up. It would be faster too. Especially when looking for a form or fie that may not yet have been generated. Instead of scrolling through the list several times trying to find it, you could just type it in and If it is there it will pop up, if not it wont.
17 votes -
Add an area to type a message to go along with reports emailed.
When emailing quarterly reports with treatment plans, in order to request the social worker to sign, it is necessary to email from outside of ER because there is no way to type a message when emailing directly from ER.
13 votes -
Email alerts to workers for client responses to SMS appointment reminders
Create an email alert event type in GCM for client responses to SMS appointment reminders - so a worker receives alerts for appointment confirmations and reschedule requests without having to check the history of an appointment record.
65 votesWe recognize this is important, and we have this on a list of planned work for the next quarter.
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Allow 2 supervisors to be assigned to 1 staff
Add the ability for two supervisors to be assigned to 1 staff member.
11 votes -
to be able to restrict Place of Service codes to a particular activity, in order to reduce user errors resulting in non-payment by insurers
For Medicaid services, according to the Covered Service Guide for AHCCCS in AZ, only specific Place of Service Codes are eligible for specific HCPC service codes. It would help if we could select and limit specific POS codes when creating or editing service activities.
10 votes -
Allowance for cases discharged from pre-placement visits to be placed back on the pending referral list
When referrals are opened to a pre-placement visit and then subsequently discharged, there is no option for them to be placed back onto the pending referral list. We have children who often go this route and it is mandated by licensing that we attempt a pre-placement visit for all children referred. So when a pre-placement case is discharged, the only option I know of is to re-enter the referral information. At one time there was an option under discharge to place them back on the referral list, but I have not seen this in a while. Thank you!
39 votes -
Show Alerts on Home Page (and Mobile App Notifications) vs. just Email
Give users the option (on User Preferences screen) to have email alerts appear on their home page vs. receiving an email.
Alerts could be dismissed or an alert history could be maintained.
Support browser-based/mobile app notifications for events such as when a report is ready to review + approve.
7 votes -
Modify staff compliance tabs
Our agency would like to ability to modify compliance tabs for different staff types- similar to how we can modify compliance tabs based on provider types. For example, our agency is realizing that we have trainings that are required for foster care workers that might not be required for adoption workers, but in order for the training to be on the compliance tab for foster care workers it also has to be on the compliance tab for adoption workers- which would leave a "red light" for the adoption worker.
22 votes -
Create a Spanish version of eR that mirrors the current model.
We would actually like this for foster care and GM modules. It would be exact replica of the current eR; however, in Spanish. We would use for Spanish speaking international staff, but could also be used in U.S. with Spanish speaking staff.
11 votes -
Allow email alerts in eR work with Foster Family Website
Currently, the email alerts that you create in "Email Alerts" do not work with the foster family website. We are needing this for individual reports that are done on the Foster Family website to go to specific people in our organization. As of now, it is all or none, so only 1 person would get all submissions of the FFW.
52 votes -
Drag and Drop
Would like the ability to drag files from extendedReach to my desktop.
12 votes -
Allow case managers to change title of a document that foster parents have submitted incorrectly.
For example if a foster parent uploads a Well Child Visit under a miscellaneous medical document, case managers should be able to change the document's title instead of having the document sit in the case file as draft.
10 votes -
35 votes
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Client portal in the GCM module and FC module
The foster care module has a family portal which can have clients submit documents through. In the GCM module we also have a need for this, but no capability to do this.
89 votesWe are beginning the design stage of a Client Portal. We will be looking for people to be on a Client Portal focus group, that will meet occasionally to review progress and provide feedback. We will also want volunteer organizations to Beta test the Client Portal as it releases in stages. Please contact Lisa Boyle, Director of Product Management, at lboyle@kaleidacare.com to express interest in the Focus Group or Beta testing. Thank you!
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Allow emails sent from Activity Screen to be sent from the user's email rather than extended reach email.
We need to send reports to outside funders, however the email button in the Activity/Report screens does not send from the user's email, but rather from the extended reach email. It would be helpful to be able to email from the user's email, so that the outside funder/case manager could respond.
33 votes -
Rejected Docuents List
A list for rejeted documents so when you submit multiple documents to your supervisor, you can see on the main screen if it was Rejected instead of looking through each client that you have.
31 votes -
11 votes
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Be able to merge duplicate cases in GCM
If a case was entered twice be able to merge it and consolidate case files. (both in Foster Care and GCM systems).
26 votes -
Actions triggered by a client's age / documents generated based on client's age
It would be nice if we could trigger certain documents to automatically generate based on a client's age. We have a form that gets filled out when a client turns 16. Also, when client's turn 18 we need to close and if something notified us a few weeks before, it would be helpful.
10 votesIt appears that age-based triggering is available in FC module, but may not be in the GCM module.
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Improve Search feature, rethink the need to select case, home, etc.
An improved, efficient, user friendly way to search system-wide to find clients, homes, staff, forms, settings, etc.
21 votes
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