Feedback/Ideas Forum
78 results found
-
Add demographic data (ethnicity, DOB, etc.) capture to Orientation Registration form
Many grants require reporting demographic data for individuals who attend orientation; it would be great for the system to allow this to be entered by participants when they register.
1 vote -
Add this option to expiring items: Assign to specific worker vs assigned worker (advanced)
Add "Assign to specific worker vs assigned worker (advanced)" so that items relating to specific roles can be delegated as such.
22 votes -
Include hyperlink to face sheet when clicking on clicking on client's name
We would like the child's name to be a hyperlink to the client face sheet for our auditor roles. This would allow us to provide them with only the "need to know" information from the client's record that we choose to add to the face sheet. Example image below.
3 votesThis is not planned for our roadmap at this time.
-
Inquiry Pipeline
Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.
6 votes -
Enable the caseworker to add a single document into multiple categories all at once
There are times when a single document needs to be filed into multiple area of the module. For example, a letter of request may need to go into "Request Court Order" and "Request Past Medical Records". It would be super helpful to be able to choose an "all that apply" to file this document all at once instead of individually.
23 votesThis is not on our near-term roadmap.
-
Group note
A group note that I can put in up to 8 clients, and possibly auto gen area of need for each, and have a place for a personalized behaviors and response to intervention.
Thanks for all you do, it is greatly appreciated.
8 votes -
be able to automatically enter text messages and pictures into case notes
be able to automatically enter text messages and pictures into case notes
10 votes -
Allow ER to generate reports and enable doc to be email w/o being printed and scranned
At a click of a button, i would like ER to be able to generate a report letting me know of all outstanding doc for each case manager. For example, how my case files are missing 7 day contact, monthly summaries, initial treatment plans. Such a report would allow the agency to audit faster, without having to click on each file.
Also when a email is sent to via family web I want to be able to cc supervisor/administrator so the heads of the agency can stay abreast of various communications taking place in the agency.
We would also like…
3 votesWe have a Non-compliance report that can be grouped by worker.
Reports and Activities can be emailed out.
-
Add the ability to copy content controls from more than one report type.
Can the report option "Content Controls: Always copy named Content Control Values from another Report Type (advanced)" be enhanced to be able to pull from a second report type, if it is more recent than the first.
11 votes -
Mass email list
Create a list for mass emails to remind families of upcoming training, audits, etc. Allow differentiation between resource homes and respite providers, etc.
13 votes -
1 vote
this is not on our near-term roadmap
-
Interactive Foster Family Portal
it would be very helpful if the foster family portal could be interactive, i.e. they could generate reports/activities applicable to foster families that could be saved into the client record, including foster family signatures.
14 votes -
0 votes
-
notification of important dates
It would be helpful if we were notified 2 months in advance when a child turns 2, 5, and 18 years old. It would also help if there was a spot to check on form JV220 (authorization for psychotropic medication) and when that expires.
2 votes -
Page hold
Be able to save your place when scrolling down lists so if you click on something and then go "back" to it, you don't have to scroll down from the top to where you were working.
7 votes -
3 votes
-
Print Reports
To be able to print a report of the Foster Parent Weekly Progress Note, just as you can print a report of case notes.
4 votes -
Add training dates to the Foster Family Website.
This was originally requested, so that home would know when training's expire.
2 votes -
0 votes
-
0 votes
- Don't see your idea?