Feedback/Ideas Forum
259 results found
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Program or Organization Setting preventing Activities or Reports being added to closed cases
We need to prevent users (by user group preferably) from adding activities and/or reports to cases that have been closed.
We run 2 programs, one is our residential program which transitions folks onto their next chapter living outside of our facilities. As part of the services we offer, we enroll them into an "Aftercare" program which is for folks who don't live in our residential facilities. Sometimes, folks will accidentally enter activities on the closed case (not sure how they end up there, but it happens).
This feels like it should already be a feature in a multi-program tool, so…
12 votes -
Add option for "Awaiting Approval" box to be enabled for any user's workspace, not limited to Supervisors and Admin Support.
Our case carrying and licensing staff are responsible for approving activities and reports in exR, but can only be notified of items awaiting their approval via email alerts since their user settings do not allow them to add the "Awaiting Approval" inbox to their workspace. Allowing case carrying staff to see both their case roster/home roster and the "Awaiting Approval" inbox on their workspace would greatly reduce our reliance on email alerts. This would help counteract the negative impact of the recent secure email rollout, and the email alert delays we have been experiencing.
56 votes -
Inbox for Foster Parents
I think it would be beneficial to add a documents inbox for the foster parents to submit any documentation and not specify the subject, mainly for those families or parents who are not very computer savvy.
1 vote -
Activity Triggered, nested in-screen Report Types
We have a Participant Outcomes report type that we created to make it quick and easy for our workers to record non-goal outcomes, for the folks they support. Attached form guidance I sent out to the team for reference. This form records information almost ALWAYS that is learned/gathered during one of a many different Activity Types we've built for workers to account for time and add detail about the encounter with the people we serve.
The feature I am requesting is that we be able to choose a setting to "Nest" this form into multiple Activities so the user will…
15 votes -
Email Alert History
It would be nice on the INFC and GCM side if I could pull a report, even in ZOHO, of all the email alerts so I can be sure they are going to the correct people.
1 vote -
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 -
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 -
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 -
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 -
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 -
We need to include three forms to our Case Roster Compliance Intake section: Malnutrition Screening, PROMIS (Global Health) Suicide Screeni
We need to add some additional forms within Compliance Intake: Malnutrition Screening, PROMIS (Global Health) Suicide Screening. We also need to include our Contact Call List.
1 vote -
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 -
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 -
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 -
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.4 votes -
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 -
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 -
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 -
3 votes
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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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