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Feedback/Ideas Forum

381 results found

  1. 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
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  2. 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
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  3. Default No Photo Icons Should be Inclusive

    The generic photo (icon) that displays on the Family Website when there isn't a client photo uploaded should match the race of the client, or not show a person at all if that can't be accomplished. Right now the icon shows what generally resembles a white male, which doesn't represent every child.

    The generic photo (icon) that displays on the Family Website when there isn't a family photo uploaded should match the gender(s) of the family, or not show people at all if that can't be accomplished. Right now it shows a male and female, which doesn't always represent the…

    13 votes
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  4. Staff Training Compliance

    We would like to modify the Staff compliance section to be divided into Pre-service training, Orientation training, Mandatory Annual Training, and Recommended training. Each section would have the list of trainings we have in those sections.

    6 votes
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  5. Allow math formulas to run in web documents or reports. I need allowance calculated.

    Allow math formulas to run in web documents or reports. I need allowance calculated.

    1 vote
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  6. 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
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  7. 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
    How important is this to you?
  8. 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
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  9. 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
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  10. 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
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  11. 1 vote
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  12. Internal messaging

    We need an internal messaging system for employees to communicate through the ER system.

    4 votes
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  13. "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
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  14. 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
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  15. 1 vote
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  16. 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
    0 comments  ·  Mobile App  ·  Admin →
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  17. 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
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  18. Allow Request for External Signature History to list email name

    It would be helpful if you request the external signature the history would show whom the request was sent. We use the signature request for monthly requests from DFCS and often they view but do not sign. It would be nice to have option to stop requesting , but keep the information on who viewed it.

    5 votes
    How important is this to you?
  19. 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
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  20. Forms Copy

    Allow a form with multiple family members signatures to be able to copy to other family members.

    1 vote
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