Feedback/Ideas Forum
360 results found
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Allow Workspace Customization
It would be great if our workers could modify their workspace on eR. It is overwhelming to see the long list of items due and past due on our workspace. Our workers don't necessarily need to see items that are due in 45 days. If each box/area on the user's workspace could have the option to minimize and maximize based on their own preference, that would be super awesome. It would also be nice to be able to move the boxes around so different sections could be in different places depending on what the worker wants to see at the…
134 votes -
Allow Duplication of Elements within Custom Forms
This might be tricky to implement, but it would be a HUGE timesaver when designing custom forms with a lot of repeating elements.
The user would be able to select a series of items that need to be duplicated in the form and then click on a button in the toolbar to duplicate the selected items.
I attached a demonstration of this concept to provide a visual reference for how I think it might look.
Thanks!
100 votesWow, impressive Brian. Sold. I’ll try to get this built this month.
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95 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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Ability to move documents from one category to another if wrongly filed
If a document is wrongly filed in one category, it would be nice to have the option to move it to the correct category without having to save the document to the desktop and then re-upload it.
80 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 -
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.
68 votesWe recognize this is important, and we have this on a list of planned work for the next quarter.
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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.
66 votes -
Add option for "Awaiting Approval" box to be enabled for any user's workspace, not limited to Supervisors and Admin Support.
Our case carrying and licensing staff are responsible for approving activities and reports in exR, but can only be notified of items awaiting their approval via email alerts since their user settings do not allow them to add the "Awaiting Approval" inbox to their workspace. Allowing case carrying staff to see both their case roster/home roster and the "Awaiting Approval" inbox on their workspace would greatly reduce our reliance on email alerts. This would help counteract the negative impact of the recent secure email rollout, and the email alert delays we have been experiencing.
56 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 -
Collect custom fields from a specific time range instead of just the last completed Form
Currently, we can only pull Custom fields from the last completed form. It would be VERY useful for our program to collect Custom fields across a specific range of complete forms. For example, we could collect just the Safety and Behavior Description field of our Daily Progress note for an entire month.
51 votes -
Create more permission levels like KCare has
This needs to be broken down so that not everyone has to be made a system admin. They need to create more choices for permissions. Even simple billing things are not under the billing admin. My admin assistant, I can't get her to see financials like I need to.
51 votes -
Add an option for a 3rd worker
Incorporate a 3rd worker option. Example, Primary Worker (case manager), 2nd worker (supervisor), 3rd worker (therapist)
49 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 -
Forms on Foster Family Website after Client Discharge
Once children are discharged from foster care, they no longer show on the foster family website. However, there are still forms that the family needs to complete and submit. We cannot delay the child's discharge because of billing and other forms that the caseworkers need to complete which are triggered by the discharge date. Could the configurator have an option where select forms stay accessible to families for up to 30 days following discharge?
45 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 system administrators to select + mass delete activities from a view (for example past due items)
Allows clean-up of docs
39 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 -
36 votes
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35 votes
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