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How can we improve extendedReach?

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5 results found

  1. Create more permission levels like KCare has

    This needs to be broken down so that not everyone has to be made a system admin. They need to create more choices for permissions. Even simple billing things are not under the billing admin. My admin assistant, I can't get her to see financials like I need to.

    51 votes
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    Gathering Feedback  ·  2 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
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  2. 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
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    Gathering Feedback  ·  1 comment  ·  GCM (Non-Foster Care) Module  ·  Admin →
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  3. Prevent user from completing activity/report that still has pending external signatures

    We would like to be able to configure an activity/report so that it cannot be marked as "Completed" if there are still pending external signature requests.

    Sometimes a worker is unable to obtain an electronic signature that they sent out a signature request on but they do obtain a hard copy which they attach to the activity/report ...but they forget to revoke the signature request so it is then left as a pending signature request in the "Awaiting external signatures" list even though the activity/report has already been marked as completed. This means that you then have to go back…

    34 votes
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    Gathering Feedback  ·  1 comment  ·  GCM (Non-Foster Care) Module  ·  Admin →
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  4. Auditor access Case Management Module

    It would be great to have an auditor profile in the Case Management Module. Auditors should only have access to documents that they are requesting or need to see instead of all documents.

    7 votes
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    Gathering Feedback  ·  0 comments  ·  GCM (Non-Foster Care) Module  ·  Admin →
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  5. Actions triggered by a client's age / documents generated based on client's age

    It would be nice if we could trigger certain documents to automatically generate based on a client's age. We have a form that gets filled out when a client turns 16. Also, when client's turn 18 we need to close and if something notified us a few weeks before, it would be helpful.

    10 votes
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    1 comment  ·  GCM (Non-Foster Care) Module  ·  Admin →
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    Gathering Feedback  ·  Lisa Boyle responded

    It appears that age-based triggering is available in FC module, but may not be in the GCM module.

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