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  1. Add more detail to the Financial > Posted Revenue by Worker

    In addition to the Amount, and client name, add Funding Org and/or Category to the case note detail on the Summaries view of Financial>posted Revenue by Worker. This would be good information easily exported to Excel for monthly financial numbers.

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  2. Allow users to make fields required on the Health tab.

    Under program settings on the Setup tab in the Required Case/Referral Fields box, allow options to make fields on the Health tab such as height, weight, and distinguishing marks required as this is important information for face sheets.

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  3. closure form on child side

    as soon as we complete the close out for on the child side. Can an e-mail be sent to our admin (showard@cfca) process closure on the case?

    1 vote
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    Declined  ·  Matt Bidwell responded

    You are in luck. This can already be accomplished with an email alert. Your agency administrator can set this up for you.

    Let me know if you have any questions.

  4. Email notifications for any documentation on Client's profile entered by someone other than primary caseworker

    Receive notification if someone uploads, documents activity or any other item on your client.
    Notification of your client file being discharged, similar to notification currently received if someone assigns you a new case.

    1 vote
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  5. 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
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  6. 0 votes
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  7. Change DFPS Caseworker to Managing Conservator

    For those that have moved into Phase 2 of Community Based Care with St. Francis, there are no longer DFPS workers of any kind associated with a case. Yet there are DFPS labels on client tabs. Those can be changed to Managing Conservator and Managing Conservator Supervisor and will cover any type of placement.

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  8. People Tab - end date option

    Allow workers to select start/end dates for people in a case file. Currently there is no way for us to track who an old worker / new worker is without deleting the old one. For our records we wouldn't want to delete them, just to note that they are no longer the current worker.

    1 vote
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  9. 0 votes
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  10. Keep Child Profile in FFW when They are in Adoption

    When a child is discharged from Foster Care into Adoption, they are also removed from the FFW from the family they were adoptively placed with. The adoption family still has to turn in paperwork for the child that was adoptively placed. It would be the most convenient to keep the child's profile on the FFW that way the coordinator or case manager doesn't have to upload documents for the parents. The parents can just upload documents directly to FFW.

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  11. 0 votes
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  12. 0 votes
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  13. Navigate between version of activities or reports.

    For example, when reading a Foster Home visit, it would be great to be able to navigate to the next Foster Home visit, without going back to the case file.

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  14. Scheduling to submit reports for approval

    There isn't currently a way to have scheduled activities be automatically submitted for approval on their activity date or submitted directly for approval prior to the scheduled activity date. Our case workers are completing tasks and they are "scheduled to be submitted" but they are often forgetting to then go in and manually submit them, or submitting them late. It would be helpful to have them be able to complete early or have it automatically submit on the date it is scheduled to be submitted for approval.

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