Feedback/Ideas Forum
379 results found
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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 -
Web Documents should have attachment option
There are many occasions when workers would need to attach a document to a Web Document. Such as, if the Web Doc is a monthly contact note and a copy of an email needs to be attached. This feature already exists in the Foster Care eR, and should exist here too!
7 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 -
"Copy From Previous" but replace signatures with code
When using the "Copy from Previous" function in a web form, it would be helpful if the signatures did not copy over, but instead the code for the signatures copied over. This way, staff know that they still need to send documents to clients and supervisors for signature approval.
7 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 -
1 vote
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Anchor Tabs and Menual commands in Custom form builder to keep visible
Anchor the tabs in custom formbuilder to keep visible at all times. This will prevent needing to always scroll back to the top to switch between tabs and to save.
5 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 -
Required Fields
On the charges screen, the START DATE and END DATE are required, which then prompts the system to count the DAYS OF CARE. This often results in a month having double days when revenue reports are done. It would be nice if these were not required fields OR if the system would not count the days.
1 vote -
Forms Copy
Allow a form with multiple family members signatures to be able to copy to other family members.
1 vote -
Autofill the medication side effects
When entering and selecting a medication, please have it to where the side effects will automaticaly select so that we don't have to manually check them. Some meds have many side effects and this becomes quite a time consuming task (flipping back and forth between the info sheet and ER).
1 vote -
Allow for multiple hire/term dates + job titles in Staff Profile for re-hires.
Allow for multiple hire/term dates, along with multiple job "title" options for staff who have been re-hired. We feel that we are unable to utilize the reactivation feature for staff profile because we are not currently able to keep track of the employment history within the active staff profile.
1 vote -
Add a way for non supervisor to view the awaiting approval portlet for just the things they need to approve not all.
Currently, if you put the awaiting approval portlet on it will show ALL not just what is awaiting approval for non supervisors. A way for case managers to view the awaiting approval portlet for the things they have to approve only.
1 vote -
Adjustable permission levels for staff documents
For our model of care, we have to collect documentation on staff performance/feedback. Because of the sensitive nature of this information, it should only be visible to the staff member's supervisor. It would helpful if you could adjust permission settings for staff documents so that certain reports or activities could be made confidential from everyone except the supervisor and system administrators.
2 votes -
date formatting
all of the date fields in ER are inconsistently set and therefore adding more time to those entering data. They should all be formatted in the same way no matter where in the program that they appear. This is just basic programming.
In some date fields one can enter mmddyyyy and it goes through fine. in others, that same entry gets rejected stating the date must be mm/dd/yyyy. It is time-consuming at best let alone a bit distracting and annoying.
Yes, we can just make sure to enter it always as mm/dd/yyyy and therefore not be subject to any system…
1 vote -
increased security to client records
Include two-factor authentication
1 vote
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