Feedback/Ideas Forum
353 results found
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Activity Triggered, nested in-screen Report Types
We have a Participant Outcomes report type that we created to make it quick and easy for our workers to record non-goal outcomes, for the folks they support. Attached form guidance I sent out to the team for reference. This form records information almost ALWAYS that is learned/gathered during one of a many different Activity Types we've built for workers to account for time and add detail about the encounter with the people we serve.
The feature I am requesting is that we be able to choose a setting to "Nest" this form into multiple Activities so the user will…
15 votes -
Add a "Save & Exit" button on the ribbon between "Cancel" & "Save".
The "Save" button would be used to save your work in a report or activity and continue working to keep from losing information if there is a computer or internet glitch. The "Save & Exit" or "Save & Close" button would save your work and take you back to the previous screen which is what the current "Save" button does.
8 votes -
Custom "Marital Status" options on the Case Record
In our implementation, we serve a very diverse population. We need to be able to categorize their "marital status" beyond the traditional. Single, Married, Divorced, and Widowed" options built into extendedReach. This seems like a no-brainer, as custom options are available in the home settings.
Please add and vote!
3 votes -
Sync updates between User ID's & Staff Profiles
If the staff's title or branch is changed in either the staff profile or user ID, that info should sync to the other. Better yet, combine the User ID's & the Staff profiles to one thing. Having them separate is confusing.
3 votes -
Sending Messages to Closed Homes
Include the ability to post messages to "Closed" homes from eR.
1 vote -
Move Awaiting Approval above Workers on home screen
Supervisors have a list of all workers on their screen, making the Awaiting Approval list way at the bottom and off screen unless they scroll down. The ability to move this Awaiting Approval list above the Workers List (as it's a much more time sensitive need) would be incredibly helpful as then it's right in their face when they log in to the system.
4 votes -
5 votes
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When you discharge a case remove all late items
When you discharge a home or client, make all the late items disappear. Right now they stay there and you have to manually go in and remove them from your late tasks.
17 votes -
Require training hours - staff
We would like required training hours added for staff. Currently for foster parents it is within "Organization Preferences>Settings>Foster Parent Training Hours". For staff we would like to be able to require hours tied to the Group they are attached to.
3 votes -
Mass Communication with Clients in RES and GCM databases
It would be wonderful if we were able to do mass communication (email, text) with clients directly in the eR system and then that action would create a contact note for the client(s) on their file.
6 votes -
Inactivating supervisor staff profiles in er
When inactivating a staff profile in eR for an employee that acts as a supervisor to other directs reports, the administrator should be prompted to reassign those direct reports to another supervisor, much like the alert to reassign cases when a caseworker's staff profile in inactivated. This should be done in both foster and GCM systems.
14 votes -
The ability to identify a form as a medical form on the GCM side of the system
We should be able to mark a GCM form as medical like we can on the Residential side of the system. That way, we can specify which types of case notes or pieces of the client contact record we would like to pull or field code that type of information into a form.
3 votes -
Bot - Import information from PDF and Word documents into the families records
I would like to import information into the families records from PDF and Word documents. This would save me time from inserting the information manually. This function would operate as a Bot. I would be able to revise the imported information for correctness and report any issues to ER for corrective actions.
12 votes -
Keep families from submitting X until they submit Y in Licensing
Keep families from submitting X until they submit Y in the licensing process. So, they have to submit one group of documents before they can move on to submitting the next parts. This would make the process seem less overwhelming to families and would track their progress in a simplified way.
1 vote -
summary of incidents - include status of incident on list
On the screen that shows a list of the # of incidents for the last 3, 7, or 30 days, include the status (draft, submitted, or completed) of the incident report.
3 votes -
A Family Preservation/Reunification Program
We need a system that works for days care but is not a substitute care (Residential or Foster Care) program. Our Family Preservation program would benefit greatly from the options on the GCM side but are currently stuck on the Foster Care side in order to bill properly. Reunification is a new program that will be similar to Family Preservation.
4 votes -
Add a "suffix" option for all people; this is often required information for background checks, etc.
Adding a dropdown menu with suffix options (ie, Jr., Sr., III, etc) will be useful as these are necessary when completing government forms and background checks.
1 vote -
Enhance graphical user interface for mobile workspace
The GUI for mobile devices is the same (the workspace looks congested on the left side whereas the right side is just an empty space), the look of the webpage does not change with the devices. Overall, the system serves its purpose to a great extent but lacks visual aspects.
4 votes -
Showing calculated yearly training hours shown on Compliance Tab just like on the Home File under training, would expedite daily operations.
In order to ensure that our time is spent providing services and resources to our resource families and foster kids, it would be helpful to revise the compliance tab in order to view the total number of hours a resource parent has completed instead of having to click on each training and have to calculate the hours. It is time consuming and takes away precious time from other duties.
2 votes -
Auto Insurance Field
Auto-populate "Auto Insurance" with vehicles added in the Add Vehicle Tool like it does for "Auto Vehicle Registration".
4 votes
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