Feedback/Ideas Forum
367 results found
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Prevent user from completing activity/report that still has pending external signatures
We would like to be able to configure an activity/report so that it cannot be marked as "Completed" if there are still pending external signature requests.
Sometimes a worker is unable to obtain an electronic signature that they sent out a signature request on but they do obtain a hard copy which they attach to the activity/report ...but they forget to revoke the signature request so it is then left as a pending signature request in the "Awaiting external signatures" list even though the activity/report has already been marked as completed. This means that you then have to go back…
34 votes -
Allow emails sent from Activity Screen to be sent from the user's email rather than extended reach email.
We need to send reports to outside funders, however the email button in the Activity/Report screens does not send from the user's email, but rather from the extended reach email. It would be helpful to be able to email from the user's email, so that the outside funder/case manager could respond.
33 votes -
Have pending referrals for cases be discharged after a specified timeframe is met (3 months, 4 months, etc.)
Pending referrals have to be manually discharged. If a timeframe was marked for discharge, the list would not get too long and show referrals that no longer need homes.
32 votes -
Rename "gender" field to "Sex Assigned At Birth"
Gender field should be labeled as "sex assigned at birth" to more accurately reflect the information legally required and be inclusive of individuals who no longer identify with that label. This is basic trauma-informed and inclusive best practice for mental and physical healthcare providers.
31 votes -
Allow Custom Form to be hidden after file is generated
Would like to see an option when using the custom form builder for "Hide Custom Form after File is Generated". The worker will fill out the custom form placeholder, then generates the word document file which pulls over all of the information they have entered and submits for approval/com[letes. The custom form that they have filled out will be hidden after they generate the word document file.
31 votes -
Rejected Docuents List
A list for rejeted documents so when you submit multiple documents to your supervisor, you can see on the main screen if it was Rejected instead of looking through each client that you have.
31 votes -
The font is 7.5....not good for those of us with OHS or Old Hag Syndrome....Can you guys please consider making the font larger....
Increase the font......7.5 only works for 20 and 30 something people...
24 votes -
Be able to merge duplicate cases in GCM
If a case was entered twice be able to merge it and consolidate case files. (both in Foster Care and GCM systems).
26 votes -
Allow Primary Foster Home to have access to the child in FFW when child is on respite
Create a way to designate the child's "Primary Foster Home" in which the system maintains that the child is placed at that specific home- even when the child is temporarily out of the home (respite, hospital, etc). This allows the primary foster home to continue to have access to the child's files in the FFW but it also tracks the temporary out of home placement for billing purposes.
26 votes -
Monthly Reminder Email Documentation
It would be great to have the monthly reminder email to foster families be copied into the correspondence of their file. This would alleviate the need for it to be cc'd to a worker who then files it in to the correspondence. Maybe it could be set up that it cc's a worker's eR email and auto populates each family's case ID so that it automatically files it. Thanks for considering!
24 votes -
Spanish language family web site
Foster family website should be available in Spanish as well as English
23 votes -
Modify staff compliance tabs
Our agency would like to ability to modify compliance tabs for different staff types- similar to how we can modify compliance tabs based on provider types. For example, our agency is realizing that we have trainings that are required for foster care workers that might not be required for adoption workers, but in order for the training to be on the compliance tab for foster care workers it also has to be on the compliance tab for adoption workers- which would leave a "red light" for the adoption worker.
22 votes -
Improve Search feature, rethink the need to select case, home, etc.
An improved, efficient, user friendly way to search system-wide to find clients, homes, staff, forms, settings, etc.
21 votes -
Hide one-time compliance items upon completion
Create configuration option with the ability to "Hide" one-time compliance items upon completion. The idea would be to reduce the overall number of activities/reports that appear on the compliance tab and make it easier for users to focus on the ones that are used frequently.
20 votes -
The things under the compliance tab that is optional, there should be a way to remove it if it's not needed.
Compliance tab
20 votes -
staff webpage
Allow staff to have a web page, where they can upload their due items and other expiring items as well. It will also be good for onboarding staff to upload required documents, sign acknowledgements, etc.,
20 votes -
Capability to send mass text to clients
Our staff would love to be able to send text messages to clients from eR. I envision a client dropdown like when file from your eR inbox, so staff could select the individuals to receive the text, with a field to enter the text message, that would upload to the client's record.
20 votes -
preview changes you make in configurator before saving them.
It would be nice to see how changes made on the configurator will look in the compliance tab before saving them and having them affect providers.
19 votes -
text appointment reminder at multiple intervals for clients on th GCM module
Please add the ability to schedule multiple interval text appointment reminders in the program configurator. Clients could get a text reminder 5 days, 2 days, and 1 day before their scheduled appointment through eR.
19 votes -
Add a User-Friendly Criteria-Builder for Email Alerts
Allow that user to specify a series of "and/or" + "true/false" statements that look at values and determine whether or not an email should be sent.
Also allow email alerts to have use this criteria to vary the senders list (i.e. sent to a supervisor only if this set of criteria is true)
18 votes
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