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How can we improve extendedReach?

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380 results found

  1. 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
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  4. 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
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  5. Add sorting/filtering options for active cases on dashboard

    Sort by program, alphabet, etc.
    Helps a lot with a large case load

    2 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  6. It would be great if the diagnosis entered in the Comprehensive Primary Assessment can automatically feed into the Diagnosis tab.

    It would be great if the diagnosis entered in the Comprehensive Primary Assessment can automatically feed into the Diagnosis tab.

    2 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  7. Secondary Address Option for People Tab

    It would be great to have an option to add a secondary address in the People Tab. We have some birth families whose physical address changes often, but they are consistently able to receive mail at a second address. Thanks for considering!

    2 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  8. correspondence

    When adding an attachment under Correspondence, it would be extremely helpful to be able to label or title the document.

    2 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  9. I would like to refer to previous case files after a child leaves for future cases.

    If I have a situation arrive in the future that I have dealt with in the pass, I would like to compare notes, diagnoses, and problems to find correlations between the two for the ability to make supportive counseling more effect through reasoning and deduction based on actual results.

    2 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  10. Educational Discharge Summary under Education Section in Compliance

    It would be helpful to have an added activity under compliance -> education for discharge summary. Called school discharge summary that can be pulled from. This will allow for more organizations for the education section specifically.

    2 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  11. Check for duplicates when entering new Address Book Contacts.

    1 vote
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  12. 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
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  13. 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
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  14. Add more detail to the Financial > Posted Revenue by Worker

    In addition to the Amount, and client name, add Funding Org and/or Category to the case note detail on the Summaries view of Financial>posted Revenue by Worker. This would be good information easily exported to Excel for monthly financial numbers.

    1 vote
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  15. Add activity to case when an email is automatically sent

    We have satisfaction surveys automatically triggered when a discharge date is entered and a monthly report issued for any requiring snail mail, but the only way to know if they were sent is by checking the email account we bcc, and it never appears on the case file.

    It would be great if when an email is triggered to a client (or better also when they show up on a scheduled report), an activity could be automatically added to the case noting that an email was sent (or, in the case of showing up on a scheduled report, that x…

    1 vote
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  16. Making extended reach more user friendly for us

    It would help us out so much if we were able to create an incident report or a safety hold from the progress notes. I have asked before instead of someone seeing if it could be done the answer was just no. The way technology is set up and has evolve, I doubt if it is impossible to generate. I have worked with other software and I know it's possible. We have to track out clients behaviors and it just make since to do so.

    It will also be great if we were able to group print all the information…

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
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  17. Fix the 'Payments' so that the From (funding org) comes from the invoice not the case file.

    When the funding org changes mid-month, you want the default to come from who you billed not who is currently in the case file. I understand this can be changed but it is a free form 'add' and if you don't get the funding org name exactly right you have payments from the same funding org under different names and that can get very messy. Either this way or provide a full list of the funding orgs to choose from not have it a free form 'add' of payor.

    1 vote
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  18. Be consistent with date entry

    It is nice to be able to enter dates as MM.DD but this is not always accepted and you have to click on the little tiny calendar and date. This gets time consuming. Specifically in the payment posting of check date and deposit date. Consistency is always a good thing.

    1 vote
    1 comment  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  19. Ability to download aging report "as of date xx/xx/xx" in excel

    The Excel download for the Aging Report is only available when viewing as of the current date. There isn't a way to download an Excel file of the "Aging Report as of Date" view - this is only available as a PDF currently.

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  20. Ability to upload payments as a batch versus entering them individually

    To be efficient, can you add the ability to upload a file to apply payments to client (based on their PID) to specific invoices. Currently, we are having to enter individual payments for the 500+ client payments we receive each month. This results in typing and clicking on individual clients and takes several hours/days to complete.

    1 vote
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?
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