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254 results found

  1. Mass Add New Staff as worker to Cases/Homes from an Existing Worker

    As new staff are onboarded and take on some of the cases/homes from existing workers or added as a secondary, it would be helpful to be able to mass add the worker to the homes/cases instead of going into each one.

    1 vote
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  2. FFW - Adding “notes” that appear within form submissions on communication tab

    We are running into an issue of our families losing track of which medical appointments they have or have not submitted. The message board keeps a record of the date appointments are turned in, but it would be more valuable to have a record of the dates the appointments actually occurred.

    If there was a way for families to add text to the “note” that automatically populates on the message board, they could add the appt. date or any other info that would be useful at a quick glance.

    3 votes
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  3. Two factor authentication requirement after 24 hours

    We enabled two factor authentication for all our users, but noticed that when you login and type in your 2FA code there is an option to "remember this computer". If a user checks this, they are never asked for 2FA if they're logging in on the same device. This essentially allows the user to disable 2FA. The "remember this computer" option should be removed or at least require users to do 2FA authentication every 24 hours.

    1 vote
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  4. 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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  5. Review Button versus Approval Button

    Instead of having it say "Approval" can we change it to say "Reviewed" or have both as an option? We are running into the issue when this comes to licensure and certain staff "approving" notes when they don't have the right credentials to "approve". They are more "reviewing" it to make sure all boxes are checked. On some documents in gets into a legal issue when it says "Approved By" when it should be "Reviewed By".

    1 vote
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  6. 1 vote
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  7. 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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  8. Compliance Checklist for the client, in the Foster Family Website

    Can we get the compliance checklist for the client in the foster family website so the foster parent can see what needs to be completed each month for the client.

    1 vote
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  9. Ability to exclude certain homes from "Copy this activity (when completed) to" based on office location.

    Workers are often assigned to cases/homes in multiple localities and contacts may be sent to specific homes rather than all. Having the option to exclude certain home files based on locality from receiving the activity uploaded would save workers time. Currently, they are required to delete the activity from each irrelevant home file or manually uploading each contact individually.

    1 vote
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  10. Add a My Active Drafts under the My Summary tab

    It would be extremely helpful to add in a link for all the active or open drafts under the My Summary tab.

    1 vote
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  11. Force all users to logoff and re-authenticate

    Provide functionality for system administrators to force all users to logoff and re-authenticate before accessing the system again, including via two-factor authentication.

    2 votes
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  12. Add a "Save & Exit" button on the ribbon between "Cancel" & "Save".

    The "Save" button would be used to save your work in a report or activity and continue working to keep from losing information if there is a computer or internet glitch. The "Save & Exit" or "Save & Close" button would save your work and take you back to the previous screen which is what the current "Save" button does.

    8 votes
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  13. 3 votes
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  14. Bot - Import information from PDF and Word documents into the families records

    I would like to import information into the families records from PDF and Word documents. This would save me time from inserting the information manually. This function would operate as a Bot. I would be able to revise the imported information for correctness and report any issues to ER for corrective actions.

    12 votes
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  15. 1 vote
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  16. Ease of access with emailing forms, visible information for contacts, and signatures.

    Have a drop down of email addresses for each case file when emailing out a completed form and make it possible to send out a completed form to a group instead of having to send it multiple times.
    Have drop downs with employee names to enter into a form instead of having to type multiple names.
    Make emails visible in the people tab.
    Be able to populate signatures by people that aren’t the case worker for facilities where multiple staff work on the same case files.

    1 vote
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  17. Foster Care Module - View Financial Posted Revenue by Funding Organization

    View Financial Posted Revenue by Funding Organization

    3 votes
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  18. Allow users to make fields required on the Health tab.

    Under program settings on the Setup tab in the Required Case/Referral Fields box, allow options to make fields on the Health tab such as height, weight, and distinguishing marks required as this is important information for face sheets.

    1 vote
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  19. Add a "read receipt" option to Family Web notices

    When we send a group email to families through "Post a message to homes", it would be helpful to include a "read receipt" check box so that we can track if a family has seen the item we have sent.

    9 votes
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  20. Foster Family Website submissions - add Child Name option to alert subject line

    We were hoping to get a child's name appended to the subject line in the FFW alerts, since families often have more than one child. If they submit three "Clothing Receipts" items, it's easy to see them as identical. But if it says "Clothing Receipts (Child 1)", etc., that would be great.

    You can do this in the regular Email Alerts, so I'm voting for that option too!
    All we need though in Organization Settings -> Organization Preferences -> Family Web -> Emails -> Inbound Notifications from Families is a check box "Append Case Name to subject line".

    3 votes
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