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Feedback/Ideas Forum

360 results found

  1. Allow users to require additional fields in the People Tab and Address Book

    Currently only four fields (Type, Last Name, First Name, and Category) are required on the People Tab. It would be useful for the user to be able to specify which additional fields should be required for their program.

    3 votes
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  2. Add "Do not print" option to all fields in Custom Form Builder

    Would be nice to be able to tag specific fields as "Do not print" (not just if blank) so, for example, dropdowns/conditional fields can be used for other conditional fields to appear, but the dropdowns wouldn't appear on the print output.

    3 votes
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  3. Upload template to auto-create & populate new referral, case, etc.

    Create template forms that can be filled out by an external party (typed-in, not handwritten), emailed/uploaded into ER, and then "approved" into automatically creating a referral or case and use data from the form to populate the fields in the referral or case. Possibly a form & form "map" situation where the map tells ER which fields to populate with data from the uploaded form.

    3 votes
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  4. Activity/Report Random Auditing

    Would like a way to have the system randomly select completed activities/reports under the case & home files and email links to those documents to a supervisor so they can check to ensure the content is meeting the expectations/requirements.

    Could have a way to schedule the email with criteria:
    1. Case Files, Home Files, or Both
    2. How far back to pull an activity/report or date/range.
    3. Activity, Report, or Both
    4. How many to select.
    5. One time or scheduled pull (repeat every 30, 60, 90 days)
    6. Allow activity to be chosen again, not chosen again, or can…

    3 votes
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  5. Inquiry Email Alerts

    Allow e-mail alerts to be specific to inquiries, beyond when an inquiry is opened or closed.

    3 votes
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  6. Keep Show Hidden opened

    After we have opened Show Hidden, keep it open until we are finished with it. I don't know the Category. It's on the upper right hand side of eReach.

    3 votes
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  7. Ability to choose Adding Report = Waived, Pending

    I upload a lot and when I'm done, I go back and see mostly green/yellow, which is great. But the RED dots... it would be nice to chose either Waived or Pending and change the color to Black or Grey, etc. It would save time not having to go back and find it was Pending or Waived.

    3 votes
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  8. Adding all participants placed at a specific placement for a Group Note

    We use group notes to alert all participants placed at a single site in certain situations. We'd like to see a link to "Add all open cases placed at.." on activities setup for the Group functionality. Click the link should prompt for the worker to select the placement from a list. Then, it should add all participants with an active placement at that location.

    This makes sense for the Foster Care module. Screenshot below.

    3 votes
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  9. accepted referral

    In addition to admission(Foster care) or case open (GCM) triggers, there should also be an option to trigger documentation off of an "accepted" referral.

    3 votes
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  10. Add a Revenue by Funding Org to the Foster Care Module.

    Add a Revenue Posted by Funding Org to the Foster Care Module. I would think this is a simple request. If not, please let me know why.

    3 votes
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  11. Create a separate User Group Permission Sub-Setting allowing staff to delete Activities and Reports in DRAFT status only.

    Each month, we receive support requests at our internal IT team to delete hundreds of drafts that were started but not completed for whatever reason. Or re-opened and restarted, despite there being an existing draft. It would be helpful if there could be a sub-setting under the Activities and Reports permission settings.

    3 votes
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  12. Include Likert Scale Option in Custom Form Builder

    When building a custom form more options should be available as to the set-up of the document. Likert Scale options are an important way that individuals gather data in todays world. Including an option to build a Likert Scale in the custom form section would be of great help for all of us who use this site to gather data for our organizations.

    3 votes
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  13. Parent Portal

    Create a foster parent portal with limited access to information on their kids. They will be able to have access to documents they can print out such as medical and dental forms. They should also have access to scanned versions of important documents. They can see upcoming dates for doctors' appointments, clearances, etc.

    3 votes
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  14. Login Audits

    As an EHR, this is an essential cybersecurity need for an ability to have a report to review user account information, audit their access levels, determine which accounts need to be addressed because they fall behind a baseline in terms of access and account features. Per NIST guidelines, add the ability to review which records are accessed with date time stamps and by whom from where.

    3 votes
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  15. Parent separation and compliance tab transfer

    When separating Home files due to a death/divorce, it would be great if the files transferred over into the compliance tab as well as the Home file drop down menu. This is esp. important for trainings and background checks.

    3 votes
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  16. Add an arrow button to move back and forth between the previous activity, report, files, etc.& ability to check multiple files to load once

    Add arrow buttons that allow the person to click and go backwards to previous and forward to the next file, activity, report, etc. It is a hassle and time consuming. For example now when you go into clients file and click on, let's say the application, you then have to click on the link. The app populates a new tab. You then have to go back to the previous tab and return to case file, then find the other file you need from that client click on it. It is to much and not very productive. Having the option to…

    3 votes
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  17. Add outgoing Fax functionality similar to the Email Alerts

    Include native functionality that can send an outgoing facsimile message to a designated fax number upon selected triggers much like our existing email alert functionality rather than using a 3rd party integration

    3 votes
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  18. Comprehensive MAR that includes signatures for the child and the staff each time medication is received.

    We would like to have a comprehensive MAR that includes signatures for the child and the staff each time medication is received. Additionally, we need to have the times for each medication administration noted.

    3 votes
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  19. Add "reason" to dosage change screen on the Health>Medication tab

    The pop up screen for dosage change should have a reason for the change in dosage on it. There is already a reason box on the medication tab, but it should all be in one place and should be specific to that change.

    3 votes
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  20. Allow admit to referral in between programs

    Currently, you only have admit to another program and then you have to bump it back to a referral to keep a bunch of information. However, if anything has been billed, it will not let us bump it back to a referral which completely messes up our data in between programs. It even allows us to admit from residential as a referral but not from our own GCM programs on the same side. We have clients that step up and down in care all the time or get referred for one program level but qualify for a much higher level…

    3 votes
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