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290 results found

  1. Provide up to 5 authorizations for services.

    Allow more than one Authorization to be linked to an invoice. In Foster Care, there is typically more than one funding stream for services.

    1 vote
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  2. FFW include a Signature Needed section for items needing external signatures

    For alerts regarding External Signatures to be seen on the Foster Family Web in addition to the email received or to have a section in the side menu requesting these signatures

    1 vote
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  3. Allowing more than one staff in a file at a time

    When we intake a client we can have multiple people that need to enter different info in various sections, but they can't because other staff are in the client file at that time and it won't allow more than one staff at a time. Our staff get an error message.

    1 vote
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  4. Parent separation and compliance tab transfer

    When separating Home files due to a death/divorce, it would be great if the files transferred over into the compliance tab as well as the Home file drop down menu. This is esp. important for trainings and background checks.

    3 votes
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  5. Parent Portal

    Create a foster parent portal with limited access to information on their kids. They will be able to have access to documents they can print out such as medical and dental forms. They should also have access to scanned versions of important documents. They can see upcoming dates for doctors' appointments, clearances, etc.

    4 votes
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  6. Login Audits

    As an EHR, this is an essential cybersecurity need for an ability to have a report to review user account information, audit their access levels, determine which accounts need to be addressed because they fall behind a baseline in terms of access and account features. Per NIST guidelines, add the ability to review which records are accessed with date time stamps and by whom from where.

    3 votes
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  7. When eR Support is responding to a submitted ticket, copy my link and email I had submitted in eR to the reply email.

    When eR Support is responding to my submitted ticket, it would be helpful for them to copy my original email and link to the reply email. This will help jog my memory of the ticket request I submitted. Sometimes, the reply from eR Support is months later and I may have forgotten.

    1 vote
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  8. Add "Pool" field from the Home General Tab to the "Custom Labels" section under Organization Settings

    The issue that we are running into with our audits is that the term "pool" is somewhat subjective when you consider alternative water hazards such as hot tubs, stock ponds, fountains, creeks, rivers, lakes, etc.

    The reponse from Support was that "Agency's typically use the 'Pool' check box to identify any water hazard of concern" but this causes an issue with out regulatory auditors who review the Home Study of a home identified as "Pool:Yes" but there is no pool on the property.

    We request that the pool field be added to the Custom Labels section of the Organization Setting…

    1 vote
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  9. changing a rate defaults back to original rate

    When a rate has expired and I change the rate and remove the expiration date, when you click save, it puts the expiration date back in. You have to go back in and remove it a second time. Double work and time consuming.

    1 vote
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  10. Create the ability to make a person "inactive" on the people tab

    It would be helpful to have the ability to make a person or organization inactive on the client's people tab - so that you can look at who was connected to the client historically. For example, if a client changes their PCP - I would love to be able to make the old one inactive so that I can easily tell who the client saw before.

    19 votes
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  11. Include Likert Scale Option in Custom Form Builder

    When building a custom form more options should be available as to the set-up of the document. Likert Scale options are an important way that individuals gather data in todays world. Including an option to build a Likert Scale in the custom form section would be of great help for all of us who use this site to gather data for our organizations.

    3 votes
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  12. create a way to organize inquiries

    We would like to see a way to organize inquiries on worker's workspace to they can know at a glance how high interest the family is....kind of like "hot" "warm" "cold" (red, yellow, green). This way licensors know who to prioritize and when.

    4 votes
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  13. Create a separate User Group Permission Sub-Setting allowing staff to delete Activities and Reports in DRAFT status only.

    Each month, we receive support requests at our internal IT team to delete hundreds of drafts that were started but not completed for whatever reason. Or re-opened and restarted, despite there being an existing draft. It would be helpful if there could be a sub-setting under the Activities and Reports permission settings.

    3 votes
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  14. Transfer between organizations

    We have two separate systems for our Foster Care and Residential programs. We can share staff between the systems. It would be helpful to be able to transfer cases between systems and organizations as well.

    1 vote
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  15. signatures

    Allow Branch Administrators(and system administrators) to add their signature (with an addendum would be amazing) to any document within their branch without configuring the form to have an additional approval.

    At times, our agency needs the ability to show that upper level administration has reviewed incidents, occurrences, and other documents. This is needed when the assigned program director is on vacation, out on leave or when sensitive/ volatile situations have been addressed.

    6 votes
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  16. Add sorting/filtering options for active cases on dashboard

    Sort by program, alphabet, etc.
    Helps a lot with a large case load

    2 votes
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  17. credentials

    Add start and end dates to a staff profile credentials. When staff are hired, they may have certain credentials but then change due to licensure etc.

    1 vote
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  18. There should be a way to limit a user to creating user ids and staff profiles.

    This way HR can add staff and upload their documents without having full access and being able to make other changes to the system.

    1 vote
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  19. Automatically stop tracking expiration dates when a home is closed

    After we "discharge" a home, all items that were being tracked for an expiration date should automatically end rather than needing to go into each individual document.

    24 votes
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  20. Permission / Restrictions

    Set new activities or reports created to restricted by default. Instead of having to go into each user group separately and restrict.

    1 vote
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