Feedback/Ideas Forum
382 results found
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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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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 -
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 -
Training year
Being about to select the licensing year that the training applies to (e.g. a home completes training hours after their renewal date, could select that it is for the previous licensing year).
1 vote -
Upcoming Events for Case Management Systems
Add an Upcoming Events section for Case Management systems to allow staff to easily view expired/upcoming training needs when they log in.
1 vote -
1 vote
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People Tab - end date option
Allow workers to select start/end dates for people in a case file. Currently there is no way for us to track who an old worker / new worker is without deleting the old one. For our records we wouldn't want to delete them, just to note that they are no longer the current worker.
1 vote
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