Feedback/Ideas Forum
92 results found
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Configuration for automatic sync to Zoho after Report completion
Add a feature to the Activity and Report configurations that forces an upload to Zoho when submitting. I know it is possible to do it manually in System Configuration, but having this directly attached to specific submissions would be extremely helpful for up to date Zoho reporting.
4 votes -
Turning off tabs for User Groups
Need the ability to turn off tabs for certain user groups. Certain user groups do not need access to all the information.
11 votes -
Include the option to add Addendums to custom forms and incident reports- useful for documenting "review" rather than "approval".
Allow other individuals to put comments on a custom form or incident report via an addendum. We currently use the incident review feature in KCare but seem to have lost that functionality in extendedReach. Documenting follow-up on the incident is something auditors look for and the current extendedReach system does not have an effective way to do this. You can sign it, but you cannot put in additional comments.
38 votes -
Collect custom fields from a specific time range instead of just the last completed Form
Currently, we can only pull Custom fields from the last completed form. It would be VERY useful for our program to collect Custom fields across a specific range of complete forms. For example, we could collect just the Safety and Behavior Description field of our Daily Progress note for an entire month.
51 votes -
Hide custom form responses with "do not print" for portions of documentation that are used for internal purposes only
Our organization has a requirement to document information/field responses on a custom form (for internal purposes only) that we do NOT want to print on the note that is shared with the client/guardian/caregiver or external providers, but we need to be able to collect this data in ZOHO so using the "comments" tab to hide this information will not work for us.
In eR’s custom forms, we can only configure the Help Text to “Do not print” - we cannot set an actual form response to “Do not print”… our only available option is to “do not print if blank”…
1 vote -
Community Programs: Add tracking of Ethnicity to the Primary Client Information and give the option to be a required field
Community Programs: Add tracking of Ethnicity to the Primary Client Information and give the option to be a required field
1 vote -
Billing Rules for less errors
Allow there to be flags or billing rules built into the back end of eR that trigger flags or shut down users from billing incorrectly. For example, if a user tries to bill Therapy (30 mins) and Family Therapy (30 mins) in the same day, then it would either say NO or it would trigger an administrator to review before generating a claim, because it is not allowed to be billed. Same thing for not allowing claims to be generated for case notes that are dated 2 weeks late, allowing it to do the documentation, but not necessarily billing it…
8 votes -
Allow admit to referral in between programs
Currently, you only have admit to another program and then you have to bump it back to a referral to keep a bunch of information. However, if anything has been billed, it will not let us bump it back to a referral which completely messes up our data in between programs. It even allows us to admit from residential as a referral but not from our own GCM programs on the same side. We have clients that step up and down in care all the time or get referred for one program level but qualify for a much higher level…
3 votes -
Lock down and Alert when a change to billable case activities have been made after it's been ran for the month
The ability to "lockdown" billing or send any kind of alert when a change has been made after the billing has been ran for the month. This feature is available in our Foster Care/Residential system, but not in the GCM system you are using now.
4 votes -
Ability to turn on view for only select residents/clients versus the entire "home" for residential.
Since a lot of contracted and resident-specific workers only work with select children, it would be nice to have the ability to allow access to only select residents/clients versus the entire "home" - as in residential this is not helpful with ensuring other resident information is not viewable to staff who do not need to see it.
4 votes -
When adding an uthorization, allowing to connect already made, unauthorized case notes/activities to that authorization
When adding an authorization, allowing to connect already made, unauthorized case notes/activities to that authorization
3 votes -
Another Option for Applying Payments to A/R Invoices/Claims
Currently to apply a payment, you pull up the client Finance Record, Choose 'Payment' fill in the information from the payment and apply to the appropriate invoice. If the Funding Organization/Payer is only paying for a few clients and invoices, this works fine, but we get Funding Organizations/Payers that are paying for 100's of clients and invoices with one check/EFT and doing it this way is very time consuming. Even using the "Add Another" is time consuming because you need to enter the invoice number or name each time.
Idea - Pull up that Funding Organization/Payer from the Financial A/R…
6 votes -
Adapt calendar to work like an actual Calendar
- Make it so that staff can delete their own appointments, not just admins
- Allow for non-client appointments to not pull in an "outstanding" appointment list.
- Make "billable" codes/units searchable in the calendar in order to find spots that therapists can insert people into their calendars.
- Allow for it to truly sync with calendars 2-ways and not just create a new calendar in outlook and not update for 8 hours.
- Create a friendlier searchable calendar by name, date, billable activity, etc.
- Allow for "administrative assistants" to see all provider calendars at once and search for the best available spot by time…
2 votes -
Group Open Cases by "Current Placement" and view the Room/Bed Assignment In Case List
I would like to be able to view the open cases by the value displayed..."Current Placement".
In addition, we'd like to see which Room/Bed they are placed into in the case view.
3 votes -
Run a LIC 500 report from the employee side of ER.
The LIC 500 is a state licensing report that California Care Licensing always asks for.
3 votes -
Pull Preferred Name for SMS Appointment Reminders
SMS appointment reminders should pull the "Preferred Name" field instead of legal name so as to not retraumatize individuals whose legal name is a dead name or a reminder of trauma that they choose not to use.
3 votes -
Add a date filter to summary reports
Currently when downloading a summary report to excel, you have to download all of the data. This is an issue as over the years, our data has grown and these are extremely large excel files. Sometimes these reports can take 15-20 minutes just to download.
This can be solved by adding a date filtering option so that we can pull down only the relevent data we need rather than the entire dataset.
12 votes -
add a field code for the funding worker's phone number for face sheet
The funding worker is an essential part of the team, and it is essential to have this number on the face sheet especially if there is an emergency and we do not have access to the extended reach through a power outage.
3 votes -
Staff Training Compliance
We would like to modify the Staff compliance section to be divided into Pre-service training, Orientation training, Mandatory Annual Training, and Recommended training. Each section would have the list of trainings we have in those sections.
6 votes -
Allow math formulas to run in web documents or reports. I need allowance calculated.
Allow math formulas to run in web documents or reports. I need allowance calculated.
1 vote
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