Feedback/Ideas Forum
89 results found
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Adding the ability to make a chart or table in custom form builder.
Just like in Solution 7 Kaleidacare, it would be extremely beneficial to be able to form a table or chart in custom form builder. It would be helpful to have a collective of data that is needed for an individual in one field code and section. This would make it extremely easy for reporting data from one chart instead of copying individual field codes.
29 votes -
Training History Record
Currently the training record downloads all training since the approval/license date. It would be helpful to have a required pop-up box that asks for a specific date range.
1 vote -
we need a template that allowes the custom form data to be printed on the DFPS form
DFPS Service Plan is a nightmare we need a template that allows the custom form data to be printed on the DFPS form. This would help all CPA's greatly.
Please make this a priority1 voteThe solution here is to create the form as a Word Document or Web Document, so that it can have it look just like the DFPS form. You can use field codes to populate some fields.
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10 votes
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Add function to easily copy contact information from "People" Tab into ROIs.
Please allow us to fully complete the People tab and then use that information to pre-fill in ROI contact information.
4 votes -
8 votes
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Calendar Task Creation
If a date is entered on a form is it possible to link to the foster or licensing workers calendar as a task/ reminder?
I created a custom form for immunizations, and I would like to add the next dose date to the Caseworkers calendar so they can remind the caregiver/ foster parent, or take the child themselves. This would also be beneficial for things like court orders when the next court date is listed.
4 votes -
2 votes
Sent direct email for user to contact Support for help with this.
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Trainings should be allowed to have repeating due dates
If Resource Parents have to complete a training every year, and they have to complete it by the end of their license year, that item is "due" by then. They could wait 364 days and they wouldn't be past due. It doesn't matter when in the year they do the training. Whenever they complete it, the next one will be due by the end of the next license period.
The eR system, however, requires expiration dates. So, depending on when the RPs do the training in one year, it will seem like it expires at that time in the next…3 votes -
Create a "home funds transaction" activity like you have in case activities with "personal funds transaction."
We provide funds to 6 different homes in the form of recreational funds and extra funds for produce/spices/etc that we do not carry in our campus pantry. It would be great to be able to record these transactions in Extended Care for these homes. We were able to configure this in Kaleidacare and Nikki created it for us in case activities. Seems that it would be easy to replicate for home activities.
1 vote -
Specify relationship type for Household Members
Hello,
I am looking to create a specific trigger for the adult children of our prospective foster parents - who are still living in the home (they must complete specific references related to the certification process).Currently I am able to specify for Non-Household Members the relationship type. But unable to do so with household members?
3 votes -
Share Staff Trainings Between Multiple Databases
Employees often times have active Staff Profiles within multiple databases, so it would be useful to have the option for easy transfer of staff trainings between multiple Staff Profiles rather than having to manually add each training individually.
1 vote -
Add more emails to home general tab
We have a G-Suite that we give each of our foster families their own email for HIPPA purposes but a lot of times families have 2 other emails they typically use more often. It would be nice to be able to add more email addresses in a home.
1 vote -
Ability to assign a Task or Form to a User Group
In the security settings, you can assign a certain form/activity/report to an individual, but if there is more than one person you cannot use it. So, if you could assign it to the user group, then when the form comes up you could only select from the people listed in that user group to complete it, or allow them to complete it.
3 votes -
Allow agencies to choose if date auto-fills
We would like an option in the configurator to choose whether or not a report/activity should auto-fill the current date. Right now, the current date auto-fills into every report and activity and this causes staff to forget to edit the date when creating a report/activity that occurred in the past.
1 vote -
Field Codes for placements- not respites
field code available that pulls placement dates and excludes respite/return from respite placements
1 vote -
add Field Codes for Homes People
There are almost no Field Codes for Non-Household and Household Members in Homes. Although much of this info can be reported on in Zoho, there's no way to, for instance, set up a Print document that gives a snapshot of clearances and documents received for People, or if specific items are expired. If the data can be accessed in Zoho, it would be very helpful if there are field codes for them in eR.
2 votes -
The ability to assign multiple documents to another user from the dashboard
It would be great if the user can reassign multiple documents to someone else from the dashboard instead of opening each document and then reassigning the document to someone else to approve or review.
1 vote -
Submissions from Foster Family Website
It would be nice to be able to choose in the report setup if a report can be automatically completed when it is submitted from the foster family website, instead of requiring the approval of the caseworker before it shows up in the client or home file. This being said, I would not like this to effect the notification that is sent to the caseworker when something is submitted from the foster family website.
3 votes -
Family Website - Date Box in Upload Documentation Box
When parents are uploading documents into the family website, it would be great to add a date box so that the date matches the date on the forms. For example, if Parent A took a training on 4/1/2021 but wasn't able to turn in the certificate until 4/6/21, they can enter the training date on the date box and the entered date for the training is correct. As of now, the upload documentation box has the report date as the date of submission.
1 vote
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