Feedback/Ideas Forum
360 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
1 vote
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There should be a way to make confidential the emergency contact information.
As it stands now, anyone logging into the extended reach can see another staff member's emergency contact information. That information should be shielded and only available to users with admin access.
1 vote -
Modify Staff Profile
Allow more than one emergency contact to be added
1 vote -
A way to have families register for activities that are scheduled through ER, but that are not training activities.
Sometimes we offer social or other kinds of affinity building activities, or we have volunteer or other opportunities for families. It would be great to be able to have families sign up for these activities through ER, without it feeding into Training data.
1 vote -
Auto-Fill "With" and "Regarding" fields with a Home Email address and email Subject Line
When filing a email from a home there is an option to have an activity made from that email and added to the homes casefile. Within that activity we would like a way for the "with" section to autofill with the home's email address and the "regarding" section to autofill with the email subject line.
1 vote -
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
1 vote -
Keep Child Profile in FFW when They are in Adoption
When a child is discharged from Foster Care into Adoption, they are also removed from the FFW from the family they were adoptively placed with. The adoption family still has to turn in paperwork for the child that was adoptively placed. It would be the most convenient to keep the child's profile on the FFW that way the coordinator or case manager doesn't have to upload documents for the parents. The parents can just upload documents directly to FFW.
1 vote -
Email notifications for any documentation on Client's profile entered by someone other than primary caseworker
Receive notification if someone uploads, documents activity or any other item on your client.
Notification of your client file being discharged, similar to notification currently received if someone assigns you a new case.1 vote -
if an item due is completed early, can the next due date calculate from the date it was completed.
if an item due is completed early, can the next due date calculate from the date it was completed.
1 vote -
1 vote
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Please add a print option to Staff Documents and a way to see as a report completed monthly.
Print option of Staff Documents
Add to excel document to check compliance1 vote -
ability to delete multiple names in the relationship tab at one time.
ability to delete multiple names in the relationship tab at one time.
1 vote -
Move Home Submission section
Move the Home Submission section higher or put on the right hand side of the screen to make it easier to see when homes have submitted documents for approval.
1 vote
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