Feedback/Ideas Forum
19 results found
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Custom forms for staff documents & trainings
Allow the use of custom forms for staff documents & trainings in both FC & GCM modules.
39 votesCustom forms for Staff documents is now available. Under Organizational settings, look for the new Setting called “Staff: Advanced Staff Documents + Training (custom forms).” Once selected, under Organization settings > Staff Document Types (or Staff training types), you can create your document/training types and include custom fields. All existing documents/training have the ability to have custom fields added to them.
contact Support with any questions about this feature!
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Add ability to send text reminders for scheduled appointments
Add ability to send text reminders for scheduled appointments
46 votesSMS Appointment Reminders for clients is live.
Read all about it here: http://gcmblog.extendedreach.com/?p=283
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Allow New Clients/Inquiries to Fill Out an Application/Intake Paperwork on the Agency's Public Website
This would work similar to how the Foster Parent Application process works in the foster care module. (can be embedded on an existing web page, creates the new record in the database, and sends an email alert)
75 votesHi All,
We are having a short Webinar this Friday, October 26th from 1:00 PM – 1:30 PM EST to review the new Online Referrals feature.
You can use this link to register for this event.
Matt
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Misc Permissions
Allow the User ID setting "Restrict access to activity/report history and on-time status" for GCM Module.
1 voteWe have added “Restrict access to activity / report history and on-time status” as a Misc. Permission for User Ids in the GCM Module.
Please contact us at support@extendedreach.com if you have questions about using that setting.
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Compliance Tracking
Be able to pull up a compliance tracking report under Case Rosters in the GCM module like in the foster care module.
1 voteHi!
We have added the Compliance Tracking view under the Case Tasks similar to the Foster Care Module.
Click on the following link to read more about this feature: http://gcmblog.extendedreach.com/?p=91
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1 vote
Hi Judy! We added this feature on 6/11/2018. You can read more about it here: http://gcmblog.extendedreach.com/?p=29
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3 votes
Try Ctrl-Z
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let us search by phone number
Let us search by phone number and not just names
3 votes -
Add a delete option to the scheduling feature
Currently, if the appointment is scheduled erroneously, there is not an option to delete. This leaves one with the only option of selecting cancellation or no-show, which is not the case. This then appears in the case file and is not accurate.
4 votes -
Mobile App
A mobile optimized format for ER would be terrific.
13 votesThe extendedReach mobile app now works with the General Case Management module (available for iOS and Android). Please post any feedback on the app in this ideas database in the “Mobile App” category.
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44 votes
Here is a blog post about this new feature:
http://blog.extendedreach.com/?p=1317It has been rolled out to many systems, and the rest will follow over the next few days.
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add the ability to show a picture in the side bar of the GCM module.
In the Foster Care Module, there is an ability to add a picture to the sidebar of a clients page. I would like this in the GCM module as well.
21 votesThis feature has been completed. To add a profile image, create an activity type with option “Show as Profile Image”.
Let me know if you have any questions.
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3 votes
Hi everyone -
We have added Compliance Tracking to the GCM System. Click on the following link for more information: http://gcmblog.extendedreach.com/?p=91
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1 vote
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0 votes
Hi!
We have added the Authorizations table to the GCM in Zoho.
Please contact us at support@extendedreach.com if you have any questions about Zoho.
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0 votes
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Have the Scanner Inbox be able to associated a document with a referral (specifically for GCM)
Requested by Holli Gonzales (HRT) HolliG@hrtaz.com
0 votes -
0 votes
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0 votes
This can be done in the General Case Management system now. (Admit to Program button is available on open cases)
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