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How can we improve extendedReach?

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379 results found

  1. Show Alerts on Home Page (and Mobile App Notifications) vs. just Email

    Give users the option (on User Preferences screen) to have email alerts appear on their home page vs. receiving an email.

    Alerts could be dismissed or an alert history could be maintained.

    Support browser-based/mobile app notifications for events such as when a report is ready to review + approve.

    7 votes
    Gathering Feedback  ·  0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  2. Allow more than one attachment when sending emails via the Family Web

    Allow users to send multiple attachments when sharing information via the Family Web to reduce the number of posts families need to review when agencies are making announcements or during processes like renewals and amendments

    7 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  3. Auditor access Case Management Module

    It would be great to have an auditor profile in the Case Management Module. Auditors should only have access to documents that they are requesting or need to see instead of all documents.

    7 votes
    Gathering Feedback  ·  0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  4. Customize the Outbound List

    I would like to be able to post a message to only our homes that have openings. This would help with referrals. Currently, our only options are All Homes, Licensed Families, Applicants, Inquiries or remember and check box every family we want to send the message to

    7 votes
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  5. Showing only current shared files

    Could you make it an option to show only current forms in the Shared Files section on the FFW? We have families that reference forms in that section and get confused which form they need to refer to.

    7 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  6. "Copy From Previous" but replace signatures with code

    When using the "Copy from Previous" function in a web form, it would be helpful if the signatures did not copy over, but instead the code for the signatures copied over. This way, staff know that they still need to send documents to clients and supervisors for signature approval.

    7 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  7. Web Documents should have attachment option

    There are many occasions when workers would need to attach a document to a Web Document. Such as, if the Web Doc is a monthly contact note and a copy of an email needs to be attached. This feature already exists in the Foster Care eR, and should exist here too!

    7 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  8. FFW youth compliance checklist

    Similar to the home checklist but for the youth so they can see the red, yellow, and green dots for paperwork.

    7 votes
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  9. Create easy access to shared files or blank PDF forms by placing them on Compliance tab next to each required item.

    Move or link blank PDF or Word files to the Compliance Tab requirements similar to configurator forms. This will increase easy of finding documents that need printed and filled out.

    Example: I'm on the phone with a Foster Parent. They are looking at the Family Website and see a red compliance item on their checklist. They click on it to find the form, similar to configurator forms, but nothing appears because it is a PDF or Word document. Instead of having the parent search for the form list, have a small document link next to the red compliance bullet. Click…

    7 votes
    1 comment  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  10. Put Add file from another activity or report button in GCM Program!

    There is an "add file from another activity or report button" in the foster care module that allows you to search the case file or pdfs in ExtendedReach to pull into that document, and it is amazing. This would be great to have in GCM since we admit people into multiple programs to be able to place files that are already in the case files into the correct places without having to constantly re-download them. See attachment for the button I am referring to.

    7 votes
    1 comment  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  11. Document multiple residents on one form that then splits into their individual files

    Staff document a lot in the daily milieu and having to go into each individual file can be time consuming. An option on forms to have residents documented on in one area, but then gets split into their individual files would be incredibly helpful for documenting purposes.

    7 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  12. external signatures - signatory to receive copy of what they signed

    When we send out for external signature, the document goes away after they sign. It should send a copy to their email or allow them to download it from that screen.

    7 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  13. Emailing forms from eR

    When emailing forms from eR it automatically populates the clinician's email. For our purposes, we are emailing the document directly to the family so it would be more helpful for the email to populate the family email. I understand that various users may implement this function differently, so possibly there could even be a selection to choose which email to populate.

    6 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  14. Foster Family Website "Draft" Status Confirmation

    When Foster Families open a report through the FFW, they see the same confirmation screen whether they click "Submit" or "Save as Draft." When they save as draft, the system tells them:
    "Your report has been successfully SUBMITTED". Please change the confirmation screen to inform them they saved the report as draft.

    6 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  15. Allow documents uploaded to inbox to be uploaded to compliance tab

    When staff scan documents to my inbox to upload I'd like to have a dropdown that shows which documents are in the compliance tab as well so I can upload certain ones specific to that tab.

    6 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?

  16. Staff Training Compliance

    We would like to modify the Staff compliance section to be divided into Pre-service training, Orientation training, Mandatory Annual Training, and Recommended training. Each section would have the list of trainings we have in those sections.

    6 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  17. Allow supervisors to edit/approve Treatment Goals from the Treatment Tab

    Our program had to create a separate document that pulls all treatment goals through to allow us to edit and approve them. It would be extremely beneficial to be able to edit and approve goals from the treatment tab. We would then be able to pull them through to the Treatment plan easily and reduce the number of steps required to complete an ITP.

    6 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  18. Appointment System - allow 2 way syncing

    This appointment system is currently more like a reminder task list for the worker. There needs to be an immediate 2 way syncing between calendars to be used in real time so that you do not have to do double work and update multiple calendars if you have meeting invites on your outlook or gmail, etc. On outlook it creates an entirely new calendar instead of just integrating it with your own calendar.

    6 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  19. Another Option for Applying Payments to A/R Invoices/Claims

    Currently to apply a payment, you pull up the client Finance Record, Choose 'Payment' fill in the information from the payment and apply to the appropriate invoice. If the Funding Organization/Payer is only paying for a few clients and invoices, this works fine, but we get Funding Organizations/Payers that are paying for 100's of clients and invoices with one check/EFT and doing it this way is very time consuming. Even using the "Add Another" is time consuming because you need to enter the invoice number or name each time.

    Idea - Pull up that Funding Organization/Payer from the Financial A/R…

    6 votes
    0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
    How important is this to you?

  20. Add a duplicate button for duplicate referrals

    We receive numerous duplicated referrals often and would like to be able to add new date with existing demographics to system instead of re-adding all this data again and again. It would be a real timesaver for our intake department.

    6 votes
    0 comments  ·  Foster Care Module  ·  Admin →
    How important is this to you?
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