Feedback/Ideas Forum
350 results found
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When you discharge a case remove all late items
When you discharge a home or client, make all the late items disappear. Right now they stay there and you have to manually go in and remove them from your late tasks.
17 votes -
Create the ability to make a person "inactive" on the people tab
It would be helpful to have the ability to make a person or organization inactive on the client's people tab - so that you can look at who was connected to the client historically. For example, if a client changes their PCP - I would love to be able to make the old one inactive so that I can easily tell who the client saw before.
17 votes -
Search bar for file as opposed to drop box only
Currently there Is only a Dropbox option when searching the case file on ER. It would be nice to have a search box option, where you can begin to type the name of the form you are looking for and It would pop up. It would be faster too. Especially when looking for a form or fie that may not yet have been generated. Instead of scrolling through the list several times trying to find it, you could just type it in and If it is there it will pop up, if not it wont.
17 votes -
Auditor Role have access to Case File sorted in same manner by report/activity, have access to Compliance Tab
Current Auditor roles does not allow access to viewing Compliance tab, or any other features that are helpful for an auditor to view in a snapshot. Instead they are asked to go through a huge list of documents and often do not have time for this so just ask us to find and scan separately anyway. Would also be nice to be able to just turn on a report or activity for them to review rather than having to click every-single-entry made.
17 votes -
Add the ability to change the font color and highlight text in Web documents
Add the ability to change the font color and highlight test in Web documents to make it easy for staff to see comments left by supervisor/approver for corrections that are needed.
16 votes -
Add an "Add Vehicle/ Pet Button" to Family Website
We currently have to have a separate activity run in order for a foster home to notify their workers of a vehicle or pet change. It would be a helpful addition if there was a way to allow families to add vehicles or pets like our workers can.
An additional feature related to this would be to allow them to "remove" a listed "active" vehicle or pet from their home as well and provide the related information as to when they were removed as well.
16 votes -
Activity Triggered, nested in-screen Report Types
We have a Participant Outcomes report type that we created to make it quick and easy for our workers to record non-goal outcomes, for the folks they support. Attached form guidance I sent out to the team for reference. This form records information almost ALWAYS that is learned/gathered during one of a many different Activity Types we've built for workers to account for time and add detail about the encounter with the people we serve.
The feature I am requesting is that we be able to choose a setting to "Nest" this form into multiple Activities so the user will…
15 votes -
Ability to Append Youth Initials to Subject Instead of Youth Full Name
To help keep our clients' names and information confidential, we would like the ability to append youth initials to email subjects instead of youth full names, when emailing out case notes or reports.
This would prevent us from having to go through the steps of downloading a report/case note, opening up a secure email system outside of Extended Reach, and emailing a team member through secure email.
15 votes -
Mobile Friendly Online Referral Form
Currently, the online referral forms do not dynamically change to fit mobile screens. With the the share of webrowsing increasingly moving to mobile, this is vital for our users experience on our website.
15 votes -
Inactivating supervisor staff profiles in er
When inactivating a staff profile in eR for an employee that acts as a supervisor to other directs reports, the administrator should be prompted to reassign those direct reports to another supervisor, much like the alert to reassign cases when a caseworker's staff profile in inactivated. This should be done in both foster and GCM systems.
14 votes -
System Admin should be able to view what each user group sees
Add the option for system admin to be able to view what specific user groups see, to make sure our permissions are set properly.
14 votes -
Add an area to type a message to go along with reports emailed.
When emailing quarterly reports with treatment plans, in order to request the social worker to sign, it is necessary to email from outside of ER because there is no way to type a message when emailing directly from ER.
13 votes -
The ability to track when an update to the medication list was done and by whom. As well as a checkbox for No Medications.
The ability to track when an update to the medication list was done and by whom. As well as a checkbox for No Medications.
13 votes -
Default No Photo Icons Should be Inclusive
The generic photo (icon) that displays on the Family Website when there isn't a client photo uploaded should match the race of the client, or not show a person at all if that can't be accomplished. Right now the icon shows what generally resembles a white male, which doesn't represent every child.
The generic photo (icon) that displays on the Family Website when there isn't a family photo uploaded should match the gender(s) of the family, or not show people at all if that can't be accomplished. Right now it shows a male and female, which doesn't always represent the…
13 votes -
GCM Features same as Residential
GCM does not have all the features that the Residential module has. For example, the preferred name pulls over to the side bar in residential module, but not in GCM. All residential module features should at least be options in GCM.
12 votes -
12 votes
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Bot - Import information from PDF and Word documents into the families records
I would like to import information into the families records from PDF and Word documents. This would save me time from inserting the information manually. This function would operate as a Bot. I would be able to revise the imported information for correctness and report any issues to ER for corrective actions.
12 votes -
Assign more than 2 Individuals to a Client
Both the Foster Care and GCM sides of the system need to allow more than 2 staff to be assigned to one client.
12 votes -
Add a spell check feature to Web Documents
Add a spell check feature to Web Documents to help catch grammatical errors.
12 votes -
Add a date filter to summary reports
Currently when downloading a summary report to excel, you have to download all of the data. This is an issue as over the years, our data has grown and these are extremely large excel files. Sometimes these reports can take 15-20 minutes just to download.
This can be solved by adding a date filtering option so that we can pull down only the relevent data we need rather than the entire dataset.
12 votes
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