Feedback/Ideas Forum
378 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
Make Zoho Link Easier to Find
I would LOVE if the Zoho Analytics link was featured more prominently, maybe as a button at the top of the screen or on the sidebar.
That would make it much easier to navigate to. It is a bit difficult to remember the location when you are first becoming familiar with the platform, and since it is at the very bottom of the 'Organizational Settings' dropdown list, it gets covered by a black text box and can be difficult to locate.
3 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.
3 votes -
Create a place to track blood pressure
We need a place to track changes in blood pressure over time in addition to changes in BMI.
3 votes -
multiple custom reports in draft mode at once
Add functionality to have multiple custom reports (with a trigger and approval process) to be created and in draft mode at once. This is a barrier to productivity that it has to be approved before the next report can be started.
3 votes -
Adoption homes into Regions
Allow Adoption Home Activities such as Direct Mail, Email Contacts, Text Messaging, etc. to be copied to certain Regions of Adoption Homes to make it easier and more efficient for workers. Sometimes workers send emails or direct mail, etc. to certain regions of the program, in addition to their entire caseload.
Or allow the worker to "copy this activity (when completed) to my active homes" AND also to other individually chosen homes throughout the Adoption programs.
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
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