Feedback/Ideas Forum
393 results found
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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 -
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 -
Adding external signature features to staff documents and trainings
We have at least a hundred traingings that our staff do. It would cut down on paper if we could have the feature to add external signature collection to staffing documents and trainings.
6 votes -
Send and track references
We use Extended Reach exclusively to track new resource parent applications, and it works like a dream! Applicants fill out forms in their Family web, and we can then review and approve them. The only thing it doesn't do for us right now is send out references. It would be awesome to be able to have this automated in some way. We used Binti before eR and it did this for us. Families would enter their references and it would automatically send out the form via email to each reference and then file it in the same location as it…
6 votes -
Add a start date for medication
Medications can be prescribed and started on different days. We often have our psychiatrist prescribe on a Thursday but the new meds are not started till the following Tuesday.
6 votes -
Calculations within Reports and Activities
Have Reports and Activities internally perform calculations based on field code entries. This would minimize risk of errors in which reports need to display a calculation based on field code entries
6 votes -
Field Code number assignment
Provide the ability to directly edit field code number assignments. When changes are made to Reports, past and future data are sometimes no longer in alignment. Being able to manually assign field code entries would make editing easier.
6 votes -
Readmitting
Be able to select what information you want to transfer to readmit a child. A had a sibling group readmitted. All of their items from 2018 transferred to now. Medication logs, medical information, those items are not needed. At least an option to select multiple things to delete if needed instead of having to go into each individual item to delete.
6 votes -
6 votes
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Allow for the deletion of community posts on the Foster Family Website.
Families will have access to confidential information and may accidentally post to the community instead of privately. It would be nice to know that we could delete posts that violate privacy/community guidelines. The "Questionable Post" link doesn't allow for deleting or hiding the post.
Also I posted test posts that are still up there and it would be nice to delete them.6 votes -
Mass Communication with Clients in RES and GCM databases
It would be wonderful if we were able to do mass communication (email, text) with clients directly in the eR system and then that action would create a contact note for the client(s) on their file.
6 votes -
Additional formatting options in custom forms
Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...
6 votes -
Add new fields to the Staff Profile screen
It would be helpful if we could customize field on the Staff Profile Screen. For example, we do not need a "FAX" field for staff, but there are fields we would like to add.
6 votes -
Add identification on people/relationships
It would be helpful to have the option to add identification and/or a picture to relationships/people. We have to have IDs if contacts take our clients on outings. It would make sense for our staff to be able to check the people tab when they check the approved contact and see that we already got their ID or if we didn't. We also have No contact people and need to have their photo easily viewable in case they ever showed up to our shelter.
6 votes -
signatures
Allow Branch Administrators(and system administrators) to add their signature (with an addendum would be amazing) to any document within their branch without configuring the form to have an additional approval.
At times, our agency needs the ability to show that upper level administration has reviewed incidents, occurrences, and other documents. This is needed when the assigned program director is on vacation, out on leave or when sensitive/ volatile situations have been addressed.
6 votes -
Customized agency messages to our eR users
I would like a way to send a customized message to my agency's eR users when they log in that they must acknowledge before using the system.
6 votes -
Enter an Inquiry by Provider Type
We would like to be able to enter Home Inquiries by Provider Type. We need to track Post Adoption Homes that inquire separate from our Resource Foster Homes. If we enter them all under one umbrella, our Homefinding and Inquiry #s will be skewed.
5 votes -
Email alert customizations for Foster Parents
Agencies should be able to customize email alerts for users of the FFW. We would like our foster parents to receive confirmation emails when they successfully submit a report or activity through their FFW. We would also like foster parents to receive email reminders about reports coming due.
5 votes -
Cancel individual Signature
Can you make the signature cancel individual? I hate to request all 4+ signatures when the last one messed up or a foster parent signs in the client spot.
5 votes -
Allow Request for External Signature History to list email name
It would be helpful if you request the external signature the history would show whom the request was sent. We use the signature request for monthly requests from DFCS and often they view but do not sign. It would be nice to have option to stop requesting , but keep the information on who viewed it.
5 votes
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