Feedback/Ideas Forum
254 results found
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Make "trigger" formulas more dynamic and accessible
It would be great to trigger documents based on grade, Special education, if a foster home has fire arms, pools/body of water, etc.
9 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 -
Bulk Change assigned worker
We have had an employee leave so we had to change the assigned worker. The same worker will be taking over all the cases. Right now you have to go into each family and individually change the worker. I had to change approximately 30 this way which gets time consuming
2 votes -
Add a "suffix" option for all people; this is often required information for background checks, etc.
Adding a dropdown menu with suffix options (ie, Jr., Sr., III, etc) will be useful as these are necessary when completing government forms and background checks.
1 vote -
Option to warn worker if an Activity or Report Type already exists that is in DRAFT status
Many of our workers will start and activity or report, and then get distracted. This can create a draft. But when they return, often they'll go and just re-start the same Activity or Report type.
This has lead to our implementation (2.5 months old) having over 100 Activities left in Draft status.
It would be great if one of the configuration options on new Activity and Report types could be set to trigger a warning/pop-up that lets the worker know an Activity or Report type they are trying to add already exists in Draft status under their user account.
Thanks!
2 votes -
Link Referral to Re-Admitted Case
Our agency would like to utilize the re-admit feature and continue to track referrals for those cases. As of right now, our only option would be to either delete the referral since it cannot be merged with an open case or accept the referral and open a new case. We think it would be useful to have an option to accept the referral and link it to the re-admitted case.
2 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 -
The ability to assign dates under auditor
It would be great to have the ability to assign date timeframes when assigning the auditor function. For example, if the auditor is requesting to view only 30 days of documents, the ability to assign only 30 days instead of the entire file would be great.
4 votes -
Have pending referrals for cases be discharged after a specified timeframe is met (3 months, 4 months, etc.)
Pending referrals have to be manually discharged. If a timeframe was marked for discharge, the list would not get too long and show referrals that no longer need homes.
32 votes -
do not show in foster home reminders
Can we have the function "do not show in Foster Home reminders (advanced)" available for Foster care reports/activities?
3 votes -
Auditor Access
The ability to change the information that is displayed on the child's profile. The information is pretty basic. It would be nice to be able to add allergies, rate level, medicaid number. Some of these items are requested by auditors. It would be nice for the items to be displayed instead of having to create an entry for a face sheet that does contain this information.
3 votes -
Mobile Friendly Online Referral Form
Currently, the online referral forms do not dynamically change to fit mobile screens. With the the share of webrowsing increasingly moving to mobile, this is vital for our users experience on our website.
15 votes -
System Admin should be able to view what each user group sees
Add the option for system admin to be able to view what specific user groups see, to make sure our permissions are set properly.
14 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 -
Adding Home visits to the Foster Care Cases List on the Caseworker Home Screen
Our caseworkers would like an additional column in their Foster Care Cases list on their home page. They would like a column that would list the last time they completed a Home Visit in additional to the visited column. They need 2 visits per month and one must be in the Resource Home and this would help them to keep track of what they still need to complete each month.
4 votes -
Be able to select Multiple reports to view from the home page
Like in Kaleidacare.... it would be nice to select multiple reports to view them all at the same time. Would also be nice to approve all of these items after they are reviewed. It would be nice if this could be able to filter by client and date range.
5 votes -
Limiting administrators to see specific programs within your organization
In our ER right now we have multiple Administrators that have access to all programs and clients. We would like to have the ability to limit Administrators to see only certain programs and not have access to all programs and clients within our organization.
1 vote -
Case Discharge Reasons
Currently there is no way to turn off the feature that allows staff to enter in their own discharge reasons. There should be a setting on the backend that allows this option to be turned off for agencies that do not want staff to write in their own discharge reasons and select from the list of dropdown items only.
3 votes -
Minimize former worker names in Case File.
In the "Case File" section under the "Show" drop-down menu. It would be helpful if all the previous caseworkers' names could be minimized into one section by tapping the first name. For example, tapping the arrow so that a right arrow turns downward to reveal the names, rather than a long list being present. Seeing a long list of former workers is not good for scrolling or morale. :-)
1 vote -
Add a tab for tracking "Address" on the FCM
We use extendedReach for case management and lodging for some of Seattle's unhoused citizens. Often, they receive mail at a PO Box, Friend/Family, etc.
We also use it for case managing folks through our Eviction Mitigation program. Since we don't usually lodge the folks in this program, we've been forced to create a custom report for Address information. This feels cumbersome in such a beautifully executed interface. We'd like a place to document address information for these clients that can be viewed on the main Case screen/tabs.
3 votes
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