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Feedback/Ideas Forum

369 results found

  1. allergies/diet tab

    On the "Allergies/Diet" tab, it is currently possible to accidentally check "Allergy is life-threatening", then check "No known medication allergies/reactions" and then click save. If this happens, the side bar under the photo indicates that the client has a life threatening allergy when in reality, he/she doesn't have any allergies.

    4 votes
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  2. text appointment reminder at multiple intervals for clients on th GCM module

    Please add the ability to schedule multiple interval text appointment reminders in the program configurator. Clients could get a text reminder 5 days, 2 days, and 1 day before their scheduled appointment through eR.

    19 votes
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  3. ACP Sheet

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    3 votes
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  4. Additional formatting options in custom forms

    Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...

    6 votes
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  5. Put Add file from another activity or report button in GCM Program!

    There is an "add file from another activity or report button" in the foster care module that allows you to search the case file or pdfs in ExtendedReach to pull into that document, and it is amazing. This would be great to have in GCM since we admit people into multiple programs to be able to place files that are already in the case files into the correct places without having to constantly re-download them. See attachment for the button I am referring to.

    7 votes
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  6. Print button to My Workspace

    Add a print button to the 'My workspace' that would allow you to print blank forms instead of going into a specific chart to print. This would give the opportunity to print forms for a child that is referred but not yet placed with the agency.

    4 votes
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  7. Forms on Family Website

    Client contracts should be accessible on the family website; however, it will show all contracts verse the contract of the current placement. Being able to show only the current contracts to the family website would be very helpful!

    3 votes
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  8. ablity to add an attachment to a specific box within Custom Forms

    adding an attachment feature to something similar to the Single Line or Paragraph boxes would be helpful if you needed a specific document in a specific place within a custom form.

    1 vote
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    3 votes
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  10. Program or Organization Setting preventing Activities or Reports being added to closed cases

    We need to prevent users (by user group preferably) from adding activities and/or reports to cases that have been closed.

    We run 2 programs, one is our residential program which transitions folks onto their next chapter living outside of our facilities. As part of the services we offer, we enroll them into an "Aftercare" program which is for folks who don't live in our residential facilities. Sometimes, folks will accidentally enter activities on the closed case (not sure how they end up there, but it happens).

    This feels like it should already be a feature in a multi-program tool, so…

    12 votes
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  11. Inbox for Foster Parents

    I think it would be beneficial to add a documents inbox for the foster parents to submit any documentation and not specify the subject, mainly for those families or parents who are not very computer savvy.

    1 vote
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  12. Option to Place Clients on "Pause" in GCM Module

    We have a couple clients who are seen on an as needed basis and it would be helpful to be able to place these clients on "pause" to stop future activities from generating. We do not want to discharge these clients because whenever we re-admit, the system will populate new activities that will need to be completed. Pausing would be more effective so we do not have to change due dates on activities that are due during a time where we are not seeing the client.

    1 vote
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  13. Activity Triggered, nested in-screen Report Types

    We have a Participant Outcomes report type that we created to make it quick and easy for our workers to record non-goal outcomes, for the folks they support. Attached form guidance I sent out to the team for reference. This form records information almost ALWAYS that is learned/gathered during one of a many different Activity Types we've built for workers to account for time and add detail about the encounter with the people we serve.

    The feature I am requesting is that we be able to choose a setting to "Nest" this form into multiple Activities so the user will…

    15 votes
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  14. Add option for "Awaiting Approval" box to be enabled for any user's workspace, not limited to Supervisors and Admin Support.

    Our case carrying and licensing staff are responsible for approving activities and reports in exR, but can only be notified of items awaiting their approval via email alerts since their user settings do not allow them to add the "Awaiting Approval" inbox to their workspace. Allowing case carrying staff to see both their case roster/home roster and the "Awaiting Approval" inbox on their workspace would greatly reduce our reliance on email alerts. This would help counteract the negative impact of the recent secure email rollout, and the email alert delays we have been experiencing.

    53 votes
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  15. Email Alert History

    It would be nice on the INFC and GCM side if I could pull a report, even in ZOHO, of all the email alerts so I can be sure they are going to the correct people.

    1 vote
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  16. Mass Add New Staff as worker to Cases/Homes from an Existing Worker

    As new staff are onboarded and take on some of the cases/homes from existing workers or added as a secondary, it would be helpful to be able to mass add the worker to the homes/cases instead of going into each one.

    1 vote
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  17. FFW - Adding “notes” that appear within form submissions on communication tab

    We are running into an issue of our families losing track of which medical appointments they have or have not submitted. The message board keeps a record of the date appointments are turned in, but it would be more valuable to have a record of the dates the appointments actually occurred.

    If there was a way for families to add text to the “note” that automatically populates on the message board, they could add the appt. date or any other info that would be useful at a quick glance.

    3 votes
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  18. Two factor authentication requirement after 24 hours

    We enabled two factor authentication for all our users, but noticed that when you login and type in your 2FA code there is an option to "remember this computer". If a user checks this, they are never asked for 2FA if they're logging in on the same device. This essentially allows the user to disable 2FA. The "remember this computer" option should be removed or at least require users to do 2FA authentication every 24 hours.

    1 vote
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  19. When you discharge a case remove all late items

    When you discharge a home or client, make all the late items disappear. Right now they stay there and you have to manually go in and remove them from your late tasks.

    17 votes
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  20. 3 votes
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