Feedback/Ideas Forum
92 results found
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Allow activities to be in progress while waiting for approval on previous submissions.
For recurring activities/reports that require approval, allow subsequent activities/reports to be in progress without having to wait for the last submission to be approved first.
1 vote -
9 votes
We have added the ability to reject foster parent submissions with a comment. This feature will be available in your systems in a few days.
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Post message to homes as a home activity
"posts" to families that currently are displayed in the family website could be synced with each families home file as a part of their "activity" and subsequently a part of the generated case notes. Oklahoma Licensing requires documentation of correspondence with families. Using the post message feature would allow for immediate documentation of correspondence into case notes. As an agency that is completely paperless, this would be very valuable to our case management and increase case worker productivity.
18 votesThis idea has been implemented. Read about it here:
http://blog.extendedreach.com/?p=1351 -
0 votes
To share completed activities/reports on the Family Website, enable the setting “Share Completed Report Files on the Family Website”. To share completed custom forms (as files), click on the following link: http://blog.extendedreach.com/?p=1877
If you have any questions on how to set up these settings, please contact us at support@extendedreach.com.
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Be able to run Historical Aging Report
For those customers with Aging/Receivables tracking enabled, be able to type in a date and run an aging report effective as of that date.
0 votesThis is available for for the advanced financials option in extendedReach (allows to you tracking aging balances and run aging as of a certain date)
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Home reports for "others in home over 18" not appear if not applicable
Certain Home Reports are due for "others in the home that are over the age of 18." For families where this would not be applicable, is it possible to have this not show up, similar to the way there is an option to eliminate parent B if it is a single applicant? Thanks!
1 voteStephanie – if you change the configuration of these home reports to be categorized as only applicable to household members you can restrict them by age.
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5 votes
this feature is completed.
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Summarized GL Posting
When posting to GL - add the option for the posting export file to be a single journal entry (summary of GL accounts) rather than a detailed posting.
0 votesCompleted
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0 votes
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1 vote
Undoing a discharge will restore any due activities/reports that were removed (because they were not yet started and had a due date after discharge date)
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Allow funding workers to be to added to the people tab and linked between cases.
This will allow the management of their contact information in a single location without the need to renter it.
0 votesThis can be done through use of the Address Book.
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Activity being auto-populated into a monthly
It would be great if an Activity can auto populate into the monthly narrative aka monthly report for the month the activity was completed.
0 votesThis can be done through the use of the case notes field code <*CN> and start/stop dates as custom fields on the report. Submit a help desk ticket if this is still needed.
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