Feedback/Ideas Forum
379 results found
-
When adding an uthorization, allowing to connect already made, unauthorized case notes/activities to that authorization
When adding an authorization, allowing to connect already made, unauthorized case notes/activities to that authorization
3 votes -
Another Option for Applying Payments to A/R Invoices/Claims
Currently to apply a payment, you pull up the client Finance Record, Choose 'Payment' fill in the information from the payment and apply to the appropriate invoice. If the Funding Organization/Payer is only paying for a few clients and invoices, this works fine, but we get Funding Organizations/Payers that are paying for 100's of clients and invoices with one check/EFT and doing it this way is very time consuming. Even using the "Add Another" is time consuming because you need to enter the invoice number or name each time.
Idea - Pull up that Funding Organization/Payer from the Financial A/R…
6 votes -
Create an option to link mother/baby referrals similar to sibling groups
When a referral comes in for a mother and baby, we would like a way to connect the two cases as a "group" similar to siblings. We could get the functionality we need by putting them in as a sibling group, but this doesn't seem quite right as they are not siblings and the terminology doesn't fit the relationships.
9 votes -
4 votes
-
Treatment Goal Details
Allow treatment goals to pull in details when added as an item in custom form builder. At this time only the goal is available with no details.
9 votes -
Add Email option to Shared Files and Forms
Having a place in ER to place all our documents / forms for staff to access is great. However, in regards to many of our client forms, some of them need to be filled out by the legal guardian. It would make our process much simpler to be able to email them from ER instead of having to store them in a different location that would require starting with and email and then locating and attaching the file. Having and email option would allow us to keep all our needed documents / forms in one location.
1 vote -
Group Open Cases by "Current Placement" and view the Room/Bed Assignment In Case List
I would like to be able to view the open cases by the value displayed..."Current Placement".
In addition, we'd like to see which Room/Bed they are placed into in the case view.
3 votes -
Run a LIC 500 report from the employee side of ER.
The LIC 500 is a state licensing report that California Care Licensing always asks for.
3 votes -
Pull Preferred Name for SMS Appointment Reminders
SMS appointment reminders should pull the "Preferred Name" field instead of legal name so as to not retraumatize individuals whose legal name is a dead name or a reminder of trauma that they choose not to use.
3 votes -
Add a date filter to summary reports
Currently when downloading a summary report to excel, you have to download all of the data. This is an issue as over the years, our data has grown and these are extremely large excel files. Sometimes these reports can take 15-20 minutes just to download.
This can be solved by adding a date filtering option so that we can pull down only the relevent data we need rather than the entire dataset.
12 votes -
Grade level in Education section
The grade level in education should progress each July 1 (or whatever makes sense for your area). Most students progress a grade level each year and it's a lot of work for someone to manually change each grade for each child each year. Students who stay back can be changed mannually. If the education spot is left blank (i.e. the child is too young to be in school) nothing would happen.
10 votes -
Add a spell check feature to Web Documents
Add a spell check feature to Web Documents to help catch grammatical errors.
12 votes -
Ability to Append Youth Initials to Subject Instead of Youth Full Name
To help keep our clients' names and information confidential, we would like the ability to append youth initials to email subjects instead of youth full names, when emailing out case notes or reports.
This would prevent us from having to go through the steps of downloading a report/case note, opening up a secure email system outside of Extended Reach, and emailing a team member through secure email.
15 votes -
Add "foster home initiated report using web document" to the options for Home/Case Reports
Make it possible for a foster family to fill out a web document through the Foster Family Website. It would be even more simple than custom forms for our families to be able to fill out the web document from the website without losing the format of our companies documents.
3 votes -
4 votes
-
Fields for Preferred Pronouns
This applies to all modules within extendedReach. I'd like to see a preferred pronouns field made available. I realize we can do this is a custom field, but I'd like to see it as a default.
9 votes -
Add an option for a 3rd worker
Incorporate a 3rd worker option. Example, Primary Worker (case manager), 2nd worker (supervisor), 3rd worker (therapist)
48 votes -
ERPP
different departments in one company have different needs. It will be nice if every department can have their own caseload organized. I also help out with ERPP and many landlord reach out to ERPP directly and they can't enter somebody into Extended reach like that. I was wondering if there is way to enter just client names and their information like Google spreadsheets but on extended reach and more organized.
1 vote -
add a field code for the funding worker's phone number for face sheet
The funding worker is an essential part of the team, and it is essential to have this number on the face sheet especially if there is an emergency and we do not have access to the extended reach through a power outage.
3 votes -
A way for foster parents to print off their earnings history.
We have requests from Foster Parents a lot for a printed statement of their earnings. It would save time for all if they could print what they see on the "family website" their earnings history. Plus a way they can request a period of time (for the year) and get a "statement" of their earnings for that period.
2 votes
- Don't see your idea?