Feedback/Ideas Forum
360 results found
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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.
23 votes -
Improve the email button functionality for reports. Allow the email subject line and body of the email to be modified before sending.
Instead of divulging the client's name in the subject line of the email. Allow for the protection of client confidentiality with the same functionality you have created with the email alerts; a check box to omit appending the client's name.
46 votes -
The font is 7.5....not good for those of us with OHS or Old Hag Syndrome....Can you guys please consider making the font larger....
Increase the font......7.5 only works for 20 and 30 something people...
24 votes -
The things under the compliance tab that is optional, there should be a way to remove it if it's not needed.
Compliance tab
20 votes -
Allow system administrators to select + mass delete activities from a view (for example past due items)
Allows clean-up of docs
39 votes -
Add a User-Friendly Criteria-Builder for Email Alerts
Allow that user to specify a series of "and/or" + "true/false" statements that look at values and determine whether or not an email should be sent.
Also allow email alerts to have use this criteria to vary the senders list (i.e. sent to a supervisor only if this set of criteria is true)
18 votes -
Spanish language family web site
Foster family website should be available in Spanish as well as English
23 votes -
"Re-Categorizing" Misfiled Activities/Reports
It would be great if there was a way to be able to "re-categorize" activities/reports. For example, when a foster parent submits something through the Foster Family Website, and files it in the wrong activity/report option, the worker would be able to re-select the appropriate activity/report without having to download the attachment, delete the current activity/report, create the correct activity/report, and then re-upload the attachment. Another example would be when staff file documentation under the wrong activity/report type.
70 votes -
0 votes
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Doc file name change in ER
Please make a way for us to be able o change the document file name once we upload them into ER instead of only naming it once we scan hem on the scanner keyboard, this way if we make a mistake we can change the doc names within ER.
8 votes -
1 vote
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Show # of Pending Documents as a column in the Admin "Inboxes" view
When opening the Inbox config document - it would also be helpful see the list of pending docs right from that screen..
Both these features would help w/debugging.
Also gives opportunity when deleting inbox to give warning that un-posted docs would be deleted. (or some similar logic)
2 votes -
36 votes
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95 votes
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