Feedback/Ideas Forum
361 results found
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Allow Families to view previous submissions.
Currently families can view previously submitted "Custom forms" clearly labled from the "Communication" Tab, but all other forms default to the name of the uploaded document (i.e. xyz123abc.jpeg). Place uploaded documents into the named report/activity they were uploaded into clearly and allow families to view previously submitted forms from the "Compliance" tab. This helps prevent repeatable human error on new submissions for items that have been corrected in the past.
3 votes -
Allow Email alerts to be repeated
Provide the option in Email Alerts to send the alert more than once. For instance, if an item is out for signature, send a reminder every two days... or if a Rejected item isn't corrected, a reminder is sent daily... etc. Sometimes only one email can get forgotten.
3 votes -
Add a Space for Email in the People Tab
It would be nice to see the email address along with phone numbers when we click on the People Tab
3 votes -
Create a Field code "data Pull" Test
Create a method to "test" custom form when field codes are input into custom form builders without having to save and back out of the tool.
3 votes -
Having the new Allowance Log be accessed via the FFW so Foster Parents can see the auto-calculation.
Having the new Allowance Log be accessed via the FFW so Foster Parents can see the auto-calculation
3 votes -
how to run a report of FCSW history for each resource home and time period for which a specific FCSW monitored the home
this report will help us pin point when a FCSW has left a case and it will inform us how long they serviced the resource home. Right now, there is no other feature like this. In order to find out which FCSW has carried a specific home, we need to do a placement history search and look at each minor, then go to the minor's case file to see how long the FCSW serviced the home before the home was reassigned to a new worker. This current process is tedious, time consuming and unproductive. These types of reports are needed…
3 votes -
Customize staff welcome emails
Allow full admins to customize the staff welcome email with the agency logo, contact information for the database managers, etc. in all modules
3 votes -
Fix the broken image problem so we can stop deleting our browser cache
This might seem like a simple/ forgivable issue, but it does make navigation more complicated for non-tech-savvy staff and increases the number of support requests where the IT team has to then re-teach staff how to delete their browser cache so they can use the tool effectively. I'm not sure what the root cause is, but it is becoming at least a weekly occurrence.
3 votes -
Support Single Sign On through other authentication services
It would be great if ER could support Single Sign On (SSO) services like Azure Active Directory. Our organization using Azure for authentication. With other SAAS providers we are able to configure the authentication process to route through Azure. This allows our workers to not have to maintain a separate username/password for this system.
3 votes -
Discharge Reports
Add the Foster Home to the Discharge Report Summary for the Discharge Cases
3 votes -
Have foster home compliance checklist items remain red if future document is filed
When Due items are missed have their be some sort of notification to providers they're still missing the overdue item.
3 votes -
Show that an event will never be done without deleting the event
I would like to suggest an enhancement to the database to show that an event (report or activity) "will never be done." At this time, the only options are Due (Red) or Completed (Green). There is also a yellow for "expires soon." I would propose another color or symbol (perhaps an X in the circle) that shows that the event was never done. Otherwise, the only way that we can get it off the 'tickler/scheduler' is to delete the event (but then we lose visibility of it completely.
3 votes -
Pull Preferred Name for SMS Appointment Reminders
SMS appointment reminders should pull the "Preferred Name" field instead of legal name so as to not retraumatize individuals whose legal name is a dead name or a reminder of trauma that they choose not to use.
3 votes -
Adding CAPTCHA to online referral forms
In the world of spam, bots, and unsavory characters, website forms seem to be a hot target. In order to keep business efficient, it is vital to have the ability to filter out and block these bots from filling out our forms, dirtying up our data, and creating more work for our team.
I believe adding a CAPTCHA to online referral forms will solve this problem.
3 votes -
add a field code for the funding worker's phone number for face sheet
The funding worker is an essential part of the team, and it is essential to have this number on the face sheet especially if there is an emergency and we do not have access to the extended reach through a power outage.
3 votes -
Add "foster home initiated report using web document" to the options for Home/Case Reports
Make it possible for a foster family to fill out a web document through the Foster Family Website. It would be even more simple than custom forms for our families to be able to fill out the web document from the website without losing the format of our companies documents.
3 votes -
Run a LIC 500 report from the employee side of ER.
The LIC 500 is a state licensing report that California Care Licensing always asks for.
3 votes -
Group Open Cases by "Current Placement" and view the Room/Bed Assignment In Case List
I would like to be able to view the open cases by the value displayed..."Current Placement".
In addition, we'd like to see which Room/Bed they are placed into in the case view.
3 votes -
When adding an uthorization, allowing to connect already made, unauthorized case notes/activities to that authorization
When adding an authorization, allowing to connect already made, unauthorized case notes/activities to that authorization
3 votes -
do not show in foster home reminders
Can we have the function "do not show in Foster Home reminders (advanced)" available for Foster care reports/activities?
3 votes
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