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Feedback/Ideas Forum

376 results found

  1. It would be helpful if the calendar was color coded to indicate if appointments are canceled, no shows, checked-in or completed..

    It's always useful to be able to see what is happening on your calendar with appointments with a minimal amount of clicks. If "no show", "canceled", "checked-in" and "completed" appointments could be assigned a different color that would create communication efficiency between the front desk and therapists or whoever has an appointment with a client.

    15 votes
    How important is this to you?
  2. changing a rate defaults back to original rate

    When a rate has expired and I change the rate and remove the expiration date, when you click save, it puts the expiration date back in. You have to go back in and remove it a second time. Double work and time consuming.

    1 vote
    How important is this to you?
  3. Parent Portal

    Create a foster parent portal with limited access to information on their kids. They will be able to have access to documents they can print out such as medical and dental forms. They should also have access to scanned versions of important documents. They can see upcoming dates for doctors' appointments, clearances, etc.

    3 votes
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  4. form D options to fill out form

    have all the fillable fields accessible in eR to fill out form

    1 vote
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  5. Include Likert Scale Option in Custom Form Builder

    When building a custom form more options should be available as to the set-up of the document. Likert Scale options are an important way that individuals gather data in todays world. Including an option to build a Likert Scale in the custom form section would be of great help for all of us who use this site to gather data for our organizations.

    3 votes
    How important is this to you?
  6. Create a separate User Group Permission Sub-Setting allowing staff to delete Activities and Reports in DRAFT status only.

    Each month, we receive support requests at our internal IT team to delete hundreds of drafts that were started but not completed for whatever reason. Or re-opened and restarted, despite there being an existing draft. It would be helpful if there could be a sub-setting under the Activities and Reports permission settings.

    3 votes
    How important is this to you?
  7. Transfer between organizations

    We have two separate systems for our Foster Care and Residential programs. We can share staff between the systems. It would be helpful to be able to transfer cases between systems and organizations as well.

    1 vote
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  8. credentials

    Add start and end dates to a staff profile credentials. When staff are hired, they may have certain credentials but then change due to licensure etc.

    1 vote
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  9. Add the Ability to Enter in Company Holidays to block off all calenders automatically

    When we were using KCare, we had the DaySmart calender add on, and we were able to enter in our company holidays in which our agency would be closed each year, and it would automatically block off all staff calendars to ensure an appointment wouldn't be scheduled by mistake.

    4 votes
    How important is this to you?
  10. create a way to organize inquiries

    We would like to see a way to organize inquiries on worker's workspace to they can know at a glance how high interest the family is....kind of like "hot" "warm" "cold" (red, yellow, green). This way licensors know who to prioritize and when.

    1 vote
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  11. Permission / Restrictions

    Set new activities or reports created to restricted by default. Instead of having to go into each user group separately and restrict.

    1 vote
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  12. signatures

    Allow Branch Administrators(and system administrators) to add their signature (with an addendum would be amazing) to any document within their branch without configuring the form to have an additional approval.

    At times, our agency needs the ability to show that upper level administration has reviewed incidents, occurrences, and other documents. This is needed when the assigned program director is on vacation, out on leave or when sensitive/ volatile situations have been addressed.

    6 votes
    How important is this to you?
  13. Add sorting/filtering options for active cases on dashboard

    Sort by program, alphabet, etc.
    Helps a lot with a large case load

    2 votes
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  14. Add a Revenue by Funding Org to the Foster Care Module.

    Add a Revenue Posted by Funding Org to the Foster Care Module. I would think this is a simple request. If not, please let me know why.

    3 votes
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  15. There should be a way to limit a user to creating user ids and staff profiles.

    This way HR can add staff and upload their documents without having full access and being able to make other changes to the system.

    1 vote
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  16. Scheduled Rate Changes

    Similar to scheduled placement changes, it would VERY helpful to have the ability to schedule a rate level change for a future date. We have rate levels that are approved early but don't go into effect until a certain date, and cannot put that in until the actual date it occurs. We also have a new program where the rate level is pre-determined but changes sometimes 1-2 times while they are in the short-term program, and being able to tell the program ahead of time that they came in at one rate (half day rate), will increase to a full…

    1 vote
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  17. accepted referral

    In addition to admission(Foster care) or case open (GCM) triggers, there should also be an option to trigger documentation off of an "accepted" referral.

    3 votes
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  18. Adding all participants placed at a specific placement for a Group Note

    We use group notes to alert all participants placed at a single site in certain situations. We'd like to see a link to "Add all open cases placed at.." on activities setup for the Group functionality. Click the link should prompt for the worker to select the placement from a list. Then, it should add all participants with an active placement at that location.

    This makes sense for the Foster Care module. Screenshot below.

    3 votes
    How important is this to you?
  19. Ability to choose Adding Report = Waived, Pending

    I upload a lot and when I'm done, I go back and see mostly green/yellow, which is great. But the RED dots... it would be nice to chose either Waived or Pending and change the color to Black or Grey, etc. It would save time not having to go back and find it was Pending or Waived.

    3 votes
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  20. Provider Type Change - Record Date

    We would like to be able to record when a home's provider type changes by prompting for an effective date when saving.

    1 vote
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