Feedback/Ideas Forum
290 results found
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Modify Staff Profile
Allow more than one emergency contact to be added
1 vote -
There should be a way to make confidential the emergency contact information.
As it stands now, anyone logging into the extended reach can see another staff member's emergency contact information. That information should be shielded and only available to users with admin access.
1 vote -
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 -
Secondary targeted staff in Referral
Add a secondary targeted staff on a referral so when you accept the referral and open the case, both caseworkers automatically are added. Also, it allows the two caseworkers to see documents and client info before the case is open so they can prep for the case.
4 votes -
Set an activity/report to have an "optional" first approval?
I know there is a setting for an optional second approval, but we want some reports/activities to have an optional first approval.
4 votes -
1 vote
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Allow Duplication of Elements within Custom Forms
This might be tricky to implement, but it would be a HUGE timesaver when designing custom forms with a lot of repeating elements.
The user would be able to select a series of items that need to be duplicated in the form and then click on a button in the toolbar to duplicate the selected items.
I attached a demonstration of this concept to provide a visual reference for how I think it might look.
Thanks!
100 votesWow, impressive Brian. Sold. I’ll try to get this built this month.
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Forms on Foster Family Website after Client Discharge
Once children are discharged from foster care, they no longer show on the foster family website. However, there are still forms that the family needs to complete and submit. We cannot delay the child's discharge because of billing and other forms that the caseworkers need to complete which are triggered by the discharge date. Could the configurator have an option where select forms stay accessible to families for up to 30 days following discharge?
48 votes -
Allow Families to view previous submissions.
Currently families can view previously submitted "Custom forms" clearly labled from the "Communication" Tab, but all other forms default to the name of the uploaded document (i.e. xyz123abc.jpeg). Place uploaded documents into the named report/activity they were uploaded into clearly and allow families to view previously submitted forms from the "Compliance" tab. This helps prevent repeatable human error on new submissions for items that have been corrected in the past.
3 votes -
Ability to upload payments as a batch versus entering them individually
To be efficient, can you add the ability to upload a file to apply payments to client (based on their PID) to specific invoices. Currently, we are having to enter individual payments for the 500+ client payments we receive each month. This results in typing and clicking on individual clients and takes several hours/days to complete.
1 vote -
Ability to download aging report "as of date xx/xx/xx" in excel
The Excel download for the Aging Report is only available when viewing as of the current date. There isn't a way to download an Excel file of the "Aging Report as of Date" view - this is only available as a PDF currently.
1 vote -
Making extended reach more user friendly for us
It would help us out so much if we were able to create an incident report or a safety hold from the progress notes. I have asked before instead of someone seeing if it could be done the answer was just no. The way technology is set up and has evolve, I doubt if it is impossible to generate. I have worked with other software and I know it's possible. We have to track out clients behaviors and it just make since to do so.
It will also be great if we were able to group print all the information…
1 vote -
preview changes you make in configurator before saving them.
It would be nice to see how changes made on the configurator will look in the compliance tab before saving them and having them affect providers.
22 votes -
staff webpage
Allow staff to have a web page, where they can upload their due items and other expiring items as well. It will also be good for onboarding staff to upload required documents, sign acknowledgements, etc.,
20 votes -
Placement changes with start / end times
If a respite placement is not starting until 4pm on Monday, we don't want the system to change the child's placement UNTIL 4PM on Monday. Right now, the child's placement changes too soon and leaves the foster home without access to the child in the FFW. Please allow start/end times for placement changes.
1 vote -
Print Activity and Reports by a certain dates.
It would be helpful to have the option to select certain time frame to print Activity and Reports. Have the ability to enter Month/date/year.
11 votes -
Allow Workspace Customization
It would be great if our workers could modify their workspace on eR. It is overwhelming to see the long list of items due and past due on our workspace. Our workers don't necessarily need to see items that are due in 45 days. If each box/area on the user's workspace could have the option to minimize and maximize based on their own preference, that would be super awesome. It would also be nice to be able to move the boxes around so different sections could be in different places depending on what the worker wants to see at the…
137 votes -
Add an "Add Vehicle/ Pet Button" to Family Website
We currently have to have a separate activity run in order for a foster home to notify their workers of a vehicle or pet change. It would be a helpful addition if there was a way to allow families to add vehicles or pets like our workers can.
An additional feature related to this would be to allow them to "remove" a listed "active" vehicle or pet from their home as well and provide the related information as to when they were removed as well.
16 votes -
ability to rename docs generated in extended reach. the docs generated in er are named randomly with letters and numbers.
It would be great to be able to rename file/docs generated in extended reach. I see letter number combinations that are not relevant to dates, and other more intuitive ways I would generally use to organize docs.
It would be a time saver not to have to download and save a doc generated in extended reach in order to rename it and upload it again into extended reach.10 votes -
Undo for eR Inbox
SWs who need to move dozens of files from their eR Inbox to the appropriate Compliance item occasionally slip up; They would love an option in the eR Inbox to UNDO LAST ACTION, or something to that effect. Otherwise, the item disappears from the inbox, and you have to download it from the item, delete the wrong compliance item, re-email it, open the case, attach again. Would save a lot of time.
8 votes
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