Feedback/Ideas Forum
273 results found
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Upload template to auto-create & populate new referral, case, etc.
Create template forms that can be filled out by an external party (typed-in, not handwritten), emailed/uploaded into ER, and then "approved" into automatically creating a referral or case and use data from the form to populate the fields in the referral or case. Possibly a form & form "map" situation where the map tells ER which fields to populate with data from the uploaded form.
3 votes -
Add "Do not print" option to all fields in Custom Form Builder
Would be nice to be able to tag specific fields as "Do not print" (not just if blank) so, for example, dropdowns/conditional fields can be used for other conditional fields to appear, but the dropdowns wouldn't appear on the print output.
3 votes -
Create the ability to allow more than 2 court dates at a time
Create the ability to allow more than 2 court dates at a time and tracking as well.
1 vote -
Foster Family Website submission report
It would be nice to be able to pull a report that shows all items currently submitted and those that have been submitted through the Foster Family website as well as drafted items.
1 vote -
Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff
Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff
1 vote -
Pharmacy added to the Health tab.
Pharmacy added to the Health tab under Summary, along with other Medical Contacts.
1 vote -
Add the ability to include agency logo on a custom form
Many forms include a space for our agency's logo, however there isn't an option to include this in the custom form (which would otherwise be preferable to generating a web form in some cases).
4 votes -
Variance in Required Home Fields Depending on Status (Inquiry vs Applicant vs Licensed)
When an inquiry is received, we may only get the very minimum, basic information on a potential foster family (name, email, phone number) but as they move through the process (applicant to licensure) it would be nice if the required fields could be customized based on what is needed depending on the phase of the process the family is in.
2 votes -
inquiry sorting
I would love to be able to sort inquiries by the date of last contact.
1 vote -
Add new fields to the Staff Profile screen
It would be helpful if we could customize field on the Staff Profile Screen. For example, we do not need a "FAX" field for staff, but there are fields we would like to add.
6 votes -
allergies/diet tab
On the "Allergies/Diet" tab, it is currently possible to accidentally check "Allergy is life-threatening", then check "No known medication allergies/reactions" and then click save. If this happens, the side bar under the photo indicates that the client has a life threatening allergy when in reality, he/she doesn't have any allergies.
4 votes -
Additional formatting options in custom forms
Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...
6 votes -
Print button to My Workspace
Add a print button to the 'My workspace' that would allow you to print blank forms instead of going into a specific chart to print. This would give the opportunity to print forms for a child that is referred but not yet placed with the agency.
4 votes -
Forms on Family Website
Client contracts should be accessible on the family website; however, it will show all contracts verse the contract of the current placement. Being able to show only the current contracts to the family website would be very helpful!
3 votes -
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
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