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Feedback/Ideas Forum

360 results found

  1. 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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  2. 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.

    18 votes
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  3. 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
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  4. 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
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  5. 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
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  6. 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
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  7. 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.

    16 votes
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  8. 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
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  9. 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
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  10. 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
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  11. 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
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  12. 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
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  13. It would be helpful if the calendar was color coded to indicate if appointments are canceled, no shows, checked-in or completed..

    It's always useful to be able to see what is happening on your calendar with appointments with a minimal amount of clicks. If "no show", "canceled", "checked-in" and "completed" appointments could be assigned a different color that would create communication efficiency between the front desk and therapists or whoever has an appointment with a client.

    14 votes
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  14. 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
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  15. Drag and Drop

    Would like the ability to drag files from extendedReach to my desktop.

    13 votes
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  16. Integrate calendars together for a daily view

    Integrate the calendars together to view all at one time, at least on a daily basis. So if we are scheduling 2 members of a family at the same time with different therapists, viewing the calendars together would be very beneficial.

    13 votes
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  17. 13 votes
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  18. 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
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  19. Program or Organization Setting preventing Activities or Reports being added to closed cases

    We need to prevent users (by user group preferably) from adding activities and/or reports to cases that have been closed.

    We run 2 programs, one is our residential program which transitions folks onto their next chapter living outside of our facilities. As part of the services we offer, we enroll them into an "Aftercare" program which is for folks who don't live in our residential facilities. Sometimes, folks will accidentally enter activities on the closed case (not sure how they end up there, but it happens).

    This feels like it should already be a feature in a multi-program tool, so…

    12 votes
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  20. 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
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