Feedback/Ideas Forum
273 results found
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Treatment Goal Details
Allow treatment goals to pull in details when added as an item in custom form builder. At this time only the goal is available with no details.
9 votes -
Add Email option to Shared Files and Forms
Having a place in ER to place all our documents / forms for staff to access is great. However, in regards to many of our client forms, some of them need to be filled out by the legal guardian. It would make our process much simpler to be able to email them from ER instead of having to store them in a different location that would require starting with and email and then locating and attaching the file. Having and email option would allow us to keep all our needed documents / forms in one location.
1 vote -
Grade level in Education section
The grade level in education should progress each July 1 (or whatever makes sense for your area). Most students progress a grade level each year and it's a lot of work for someone to manually change each grade for each child each year. Students who stay back can be changed mannually. If the education spot is left blank (i.e. the child is too young to be in school) nothing would happen.
10 votes -
Add a spell check feature to Web Documents
Add a spell check feature to Web Documents to help catch grammatical errors.
12 votes -
Ability to Append Youth Initials to Subject Instead of Youth Full Name
To help keep our clients' names and information confidential, we would like the ability to append youth initials to email subjects instead of youth full names, when emailing out case notes or reports.
This would prevent us from having to go through the steps of downloading a report/case note, opening up a secure email system outside of Extended Reach, and emailing a team member through secure email.
15 votes -
Add "foster home initiated report using web document" to the options for Home/Case Reports
Make it possible for a foster family to fill out a web document through the Foster Family Website. It would be even more simple than custom forms for our families to be able to fill out the web document from the website without losing the format of our companies documents.
3 votes -
4 votes
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Fields for Preferred Pronouns
This applies to all modules within extendedReach. I'd like to see a preferred pronouns field made available. I realize we can do this is a custom field, but I'd like to see it as a default.
9 votes -
Add an option for a 3rd worker
Incorporate a 3rd worker option. Example, Primary Worker (case manager), 2nd worker (supervisor), 3rd worker (therapist)
48 votes -
A way for foster parents to print off their earnings history.
We have requests from Foster Parents a lot for a printed statement of their earnings. It would save time for all if they could print what they see on the "family website" their earnings history. Plus a way they can request a period of time (for the year) and get a "statement" of their earnings for that period.
2 votes -
Default No Photo Icons Should be Inclusive
The generic photo (icon) that displays on the Family Website when there isn't a client photo uploaded should match the race of the client, or not show a person at all if that can't be accomplished. Right now the icon shows what generally resembles a white male, which doesn't represent every child.
The generic photo (icon) that displays on the Family Website when there isn't a family photo uploaded should match the gender(s) of the family, or not show people at all if that can't be accomplished. Right now it shows a male and female, which doesn't always represent the…
13 votes -
Ability to select multiple default options in Configurator fields or "select all"
It would be really great if configurator fields could include more than one default option. Such as multiple checkboxes. OR if the system could include a select all option. For example, we do a clothing inventory on the client where ALL fields need to be checked. It's a lot of clicking to check them all. It would be great if we could either default all or have a select all option. Then we would only uncheck the ones that don't apply.
9 votes -
Adding CAPTCHA to online referral forms
In the world of spam, bots, and unsavory characters, website forms seem to be a hot target. In order to keep business efficient, it is vital to have the ability to filter out and block these bots from filling out our forms, dirtying up our data, and creating more work for our team.
I believe adding a CAPTCHA to online referral forms will solve this problem.
3 votes -
FFW document folders & sort by most recent
Have a folder organization system for FFW documents. Example their service statement is shared on FFW monthly. We need them to have access of all of those documents but it is a mess when they try to find what they are looking for.
A folder for all service statements (docs uploaded in that item) and displayed most recent to oldest.
5 votes -
Have a field code to pull archived treatment goals into a form
Currently you can only pull "in process" treatment goals into a form. It would be nice to have a field code that can pull in any "completed" treatment goals. For North Carolina cases, having this be able to be pulled into a form would keep it Medicaid compliant.
1 vote -
1 vote
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Internal messaging
We need an internal messaging system for employees to communicate through the ER system.
4 votes -
Email or Workspace Alert for Newly Added Shared Forms + Files
it would be nice if we could set up an email or workspace alert when an item has been added to a specific section of the Shared Forms + Files folder, that way staff knows that a training video or agency-specific guide has been added.
4 votes -
Add a Space for Email in the People Tab
It would be nice to see the email address along with phone numbers when we click on the People Tab
3 votes -
Allow Request for External Signature History to list email name
It would be helpful if you request the external signature the history would show whom the request was sent. We use the signature request for monthly requests from DFCS and often they view but do not sign. It would be nice to have option to stop requesting , but keep the information on who viewed it.
5 votes
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