Feedback/Ideas Forum
360 results found
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Staff Permissions for Multiple Branches
We are able to set up staff access to multiple branches but there is currently no way to limit the staff to only view the branches they are assigned to. Currently they can see and access general information in branches that do not pertain to them. This would be a huge feature so staff do not see information that they do not need access to.
3 votes -
Show # of Pending Documents as a column in the Admin "Inboxes" view
When opening the Inbox config document - it would also be helpful see the list of pending docs right from that screen..
Both these features would help w/debugging.
Also gives opportunity when deleting inbox to give warning that un-posted docs would be deleted. (or some similar logic)
2 votes -
On the pending referrals page
My idea is to make it so that the referrals page has options to add more variables such as the location and age of the client. That way you don't have to click on a client and look for their location because you would see it and it would make it easier to assign cases. Also it would be helpful if it could have a toggle option to change the list to alphabetical order so that clients can be found easier, or toggle by age (every variable available) :)
2 votes -
Add Funding Org to the whole Organization not each individual Program
Should be able to add a Funding Organization that is available to all programs, not have to add the same Funding Organization to each program separately!
2 votes -
MAR for respite/short-term placements
When foster parents provide respite, they are forced to enter something into every single box for the entire month of the MAR form. This is tedious and frustrating for foster parents. The system should have a way to recognize the short-term placement and allow the foster parents to by-pass the other dates of the month.
2 votes -
Adjustable permission levels for staff documents
For our model of care, we have to collect documentation on staff performance/feedback. Because of the sensitive nature of this information, it should only be visible to the staff member's supervisor. It would helpful if you could adjust permission settings for staff documents so that certain reports or activities could be made confidential from everyone except the supervisor and system administrators.
2 votes -
A way for foster parents to print off their earnings history.
We have requests from Foster Parents a lot for a printed statement of their earnings. It would save time for all if they could print what they see on the "family website" their earnings history. Plus a way they can request a period of time (for the year) and get a "statement" of their earnings for that period.
2 votes -
Link Referral to Re-Admitted Case
Our agency would like to utilize the re-admit feature and continue to track referrals for those cases. As of right now, our only option would be to either delete the referral since it cannot be merged with an open case or accept the referral and open a new case. We think it would be useful to have an option to accept the referral and link it to the re-admitted case.
2 votes -
Option to warn worker if an Activity or Report Type already exists that is in DRAFT status
Many of our workers will start and activity or report, and then get distracted. This can create a draft. But when they return, often they'll go and just re-start the same Activity or Report type.
This has lead to our implementation (2.5 months old) having over 100 Activities left in Draft status.
It would be great if one of the configuration options on new Activity and Report types could be set to trigger a warning/pop-up that lets the worker know an Activity or Report type they are trying to add already exists in Draft status under their user account.
Thanks!
2 votes -
Bulk Change assigned worker
We have had an employee leave so we had to change the assigned worker. The same worker will be taking over all the cases. Right now you have to go into each family and individually change the worker. I had to change approximately 30 this way which gets time consuming
2 votes -
Showing calculated yearly training hours shown on Compliance Tab just like on the Home File under training, would expedite daily operations.
In order to ensure that our time is spent providing services and resources to our resource families and foster kids, it would be helpful to revise the compliance tab in order to view the total number of hours a resource parent has completed instead of having to click on each training and have to calculate the hours. It is time consuming and takes away precious time from other duties.
2 votes -
Force all users to logoff and re-authenticate
Provide functionality for system administrators to force all users to logoff and re-authenticate before accessing the system again, including via two-factor authentication.
2 votes -
Variance in Required Home Fields Depending on Status (Inquiry vs Applicant vs Licensed)
When an inquiry is received, we may only get the very minimum, basic information on a potential foster family (name, email, phone number) but as they move through the process (applicant to licensure) it would be nice if the required fields could be customized based on what is needed depending on the phase of the process the family is in.
2 votes -
Add sorting/filtering options for active cases on dashboard
Sort by program, alphabet, etc.
Helps a lot with a large case load2 votes -
archive external signature requests
Allow pending external signature requests to be archived as Never Collected after discharge or after a certain number of days. We don't want to lose the history of requesting signatures but also don't want this to remain on the Awaiting External Signature view.
2 votes -
Ability to Add Description when scanning in Correspondence, etc
Ability to add Description (Name of Document) when scanning in Correspondence etc, therefore seeing Name of Doc in the case file view. Currently there is only the date and "Correspondence."
No description of who the correspondence is to or from, etc.
See below an example:
CURRENT EXAMPLE:
09/23/24 Completed Attachment Icon Correspondence
09/18/24 Completed Attachment Icon Assessments
09/18/24 Scheduled Appointment - 4:00 PM 90834 Psychotherapy (45 min.) - Therapeutic Progress NoteEXAMPLE OF ADDING DESCRIPTION
09/23/24 Completed Correspondence Corresp to Judge
09/23/24 Completed Release of Info ROI - Attorney John Smith2 votes -
1 vote
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Create integration with GA Score
Create an integration for customers to send data from eR to the GA Score system.
Potential data points to include:
* dates for children medical, dental, and educational/academic supports
* training dates for both staff and foster parents
* dates for Foster Parent and household members medicals (dates), immunizations (dates), and CPR/1st Aid training (dates)
* background checks (document and date), internet safety checks (document and date)
* documents needed for initial and re-evaluations1 vote -
Placement changes with start / end times
If a respite placement is not starting until 4pm on Monday, we don't want the system to change the child's placement UNTIL 4PM on Monday. Right now, the child's placement changes too soon and leaves the foster home without access to the child in the FFW. Please allow start/end times for placement changes.
1 vote -
Add a cut and past "snap to grid" in custom form builder
Add a cut and past "snap to Grid" in custom form builder for eaiser and faster form building.
1 vote
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