Feedback/Ideas Forum

  1. please build a family portal in the GCM module as well!

    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.

    63 votes
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    8 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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!

    60 votes
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    6 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  3. Fully functioning app

    Currently the content of the app contains mostly contact tools and information. The app should contain all features of the website and be a tool for staff to maintain files.

    58 votes
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    5 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  4. 53 votes
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    20 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    50 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  6. "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.

    46 votes
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    5 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    41 votes
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    4 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  8. A mobile app for Extended Reach that will allow for foster parents to sign documents

    I would helpful to have a mobile app that will show what the foster parent is missing in their records and will allow for us to obtain signature to forms while out in the field.

    41 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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!

    38 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    38 votes
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    5 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  11. 35 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  12. For Foster Parents that Split/Divorce/etc. - be able to Discharge and Readmit either Parent A or Parent B Only

    Designate which Parent should be Readmitted and only have that parent's info copied back into the new home. (Parent B - could now be Parent A)

    33 votes
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    planned  ·  0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    32 votes
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    5 comments  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  14. 31 votes
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    2 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow Custom Form to be hidden after file is generated

    Would like to see an option when using the custom form builder for "Hide Custom Form after File is Generated". The worker will fill out the custom form placeholder, then generates the word document file which pulls over all of the information they have entered and submits for approval/com[letes. The custom form that they have filled out will be hidden after they generate the word document file.

    30 votes
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    0 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  16. 29 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  17. 28 votes
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    10 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  18. 25 votes
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to print the compliance tab

    I think it would be a good option to have the ability to print the compliance tab.

    24 votes
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    1 comment  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automatically save progress on custom forms.

    Develop a system that would save information as it is being typed in to documents so that if an error should occur, information is still retrievable although it had not been saved by the user. This would help so that information would not be lost before it was being saved. I spent a few hours writing a document and when I went to save it, I got an error message that it couldn't be saved. Then the document was blank again.

    23 votes
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    3 comments  ·  Foster Care Module  ·  Flag idea as inappropriate…  ·  Admin →
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