Feedback/Ideas Forum
111 results found
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Misc Permissions
Allow the User ID setting "Restrict access to activity/report history and on-time status" for GCM Module.
1 voteWe have added “Restrict access to activity / report history and on-time status” as a Misc. Permission for User Ids in the GCM Module.
Please contact us at support@extendedreach.com if you have questions about using that setting.
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In order to run statistics, we need an extractable file of all ER data entered.
In order to run statistics, we need an extractable file of all ER data entered.
1 voteWe already have a way to download all your data.
Here is a blog post that describes it:
http://blog.extendedreach.com/?p=1738 -
Rejection portal for social workers
Have an portal similar to the "Awaiting Approval" portlet. But it shows social workers there rejected to work, in one place
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Activity being auto-populated into a monthly
It would be great if an Activity can auto populate into the monthly narrative aka monthly report for the month the activity was completed.
0 votesThis can be done through the use of the case notes field code <*CN> and start/stop dates as custom fields on the report. Submit a help desk ticket if this is still needed.
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Allow funding workers to be to added to the people tab and linked between cases.
This will allow the management of their contact information in a single location without the need to renter it.
0 votesThis can be done through use of the Address Book.
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this year, a new setting was added to Organziational Settings called "automatically logout after “x” minutes of inactivity." You can now customize auto time out limits from 5 minutes to 4 hours.
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Summarized GL Posting
When posting to GL - add the option for the posting export file to be a single journal entry (summary of GL accounts) rather than a detailed posting.
0 votesCompleted
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Be able to run Historical Aging Report
For those customers with Aging/Receivables tracking enabled, be able to type in a date and run an aging report effective as of that date.
0 votesThis is available for for the advanced financials option in extendedReach (allows to you tracking aging balances and run aging as of a certain date)
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0 votes
To share completed activities/reports on the Family Website, enable the setting “Share Completed Report Files on the Family Website”. To share completed custom forms (as files), click on the following link: http://blog.extendedreach.com/?p=1877
If you have any questions on how to set up these settings, please contact us at support@extendedreach.com.
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Track Foster Parent Expenses
Be able to track foster parent reimbursable expenses and add those to the monthly foster parent statement.
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Allow each agency to specify custom outcomes per program
extendedReach tries to folllow the state or counties "official terminology" for outcome measures - however - sometimes agencies want changes to the outcome measurements. This modificiation would allow each extendedReach customer to customize a specfic list of outcomes for each of the programs they service.
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This can be done in the General Case Management system now. (Admit to Program button is available on open cases)
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this is now completed
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Hi all -
We have added a “CaseRelationships” table to Zoho which will pull their information from the People tab.
If you have any questions about this table in Zoho, please contact us at support@extendedreach.com.
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Have the Scanner Inbox be able to associated a document with a referral (specifically for GCM)
Requested by Holli Gonzales (HRT) HolliG@hrtaz.com
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Feature can be found under Home Rosters → Worker Caseloads by Month.
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