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78 results found

  1. Adding the ability to make a chart or table in custom form builder.

    Just like in Solution 7 Kaleidacare, it would be extremely beneficial to be able to form a table or chart in custom form builder. It would be helpful to have a collective of data that is needed for an individual in one field code and section. This would make it extremely easy for reporting data from one chart instead of copying individual field codes.

    29 votes
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  2. 29 votes
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  3. 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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  4. Enable the caseworker to add a single document into multiple categories all at once

    There are times when a single document needs to be filed into multiple area of the module. For example, a letter of request may need to go into "Request Court Order" and "Request Past Medical Records". It would be super helpful to be able to choose an "all that apply" to file this document all at once instead of individually.

    23 votes
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  5. Add this option to expiring items: Assign to specific worker vs assigned worker (advanced)

    Add "Assign to specific worker vs assigned worker (advanced)" so that items relating to specific roles can be delegated as such.

    22 votes
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  6. Interactive Foster Family Portal

    it would be very helpful if the foster family portal could be interactive, i.e. they could generate reports/activities applicable to foster families that could be saved into the client record, including foster family signatures.

    14 votes
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  7. Mass email list

    Create a list for mass emails to remind families of upcoming training, audits, etc. Allow differentiation between resource homes and respite providers, etc.

    13 votes
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  8. Add the ability to copy content controls from more than one report type.

    Can the report option "Content Controls: Always copy named Content Control Values from another Report Type (advanced)" be enhanced to be able to pull from a second report type, if it is more recent than the first.

    11 votes
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  9. 10 votes
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  10. be able to automatically enter text messages and pictures into case notes

    be able to automatically enter text messages and pictures into case notes

    10 votes
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  11. 8 votes
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  12. Group note

    A group note that I can put in up to 8 clients, and possibly auto gen area of need for each, and have a place for a personalized behaviors and response to intervention.

    Thanks for all you do, it is greatly appreciated.

    8 votes
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  13. Allow foster parent editing capability on wk. reports after submission

    Allow foster parents the capability to see what they submitted afterwards and have the capability of editing to correct something. i.e foster parent forgot to add an incident in the report before submitting and would like to retrieve the weekly report to add information and resubmit.

    8 votes
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  14. Page hold

    Be able to save your place when scrolling down lists so if you click on something and then go "back" to it, you don't have to scroll down from the top to where you were working.

    7 votes
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  15. Inquiry Pipeline

    Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.

    6 votes
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  16. 5 votes
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  17. Print Reports

    To be able to print a report of the Foster Parent Weekly Progress Note, just as you can print a report of case notes.

    4 votes
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  18. 4 votes
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  19. Remove Electronic Signature for Terminated Staff

    When a staff user ID is deleted - remove as assigned worker (blank out) automatically so that this worker's electronic signature does not appear on any further documents by accident... Thanks!

    4 votes
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  20. Calendar Task Creation

    If a date is entered on a form is it possible to link to the foster or licensing workers calendar as a task/ reminder?

    I created a custom form for immunizations, and I would like to add the next dose date to the Caseworkers calendar so they can remind the caregiver/ foster parent, or take the child themselves. This would also be beneficial for things like court orders when the next court date is listed.

    4 votes
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