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Feedback/Ideas Forum

393 results found

  1. 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.

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  2. 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.

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  3. 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.

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  4. 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
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  5. 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
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  6. 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.

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  7. 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.

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  8. 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.

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  9. 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.

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  10. 1 vote
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  11. 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.

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  12. Modify Staff Profile

    Allow more than one emergency contact to be added

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  13. 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.

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  14. 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
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  15. 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.

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  16. 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
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  17. 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.

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  18. 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.

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  19. 1 vote
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  20. 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-evaluations

    1 vote
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