Feedback/Ideas Forum
381 results found
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abrunette@connectionsforkids.org
Locking Activities and Reports for Editing
1 vote -
Allow signature field to be exported with staff signature image to Zoho Analytics
A custom form was created using requiring a staff signature. However, the staff signature cannot be exported as an image to Zoho reports. Also. it would be helpful to export staff trainings as an Excel file.
1 vote -
Ability to Add Description when scanning in Correspondence, etc
Ability to add Description (Name of Document) when scanning in Correspondence etc, therefore seeing Name of Doc in the case file view. Currently there is only the date and "Correspondence."
No description of who the correspondence is to or from, etc.
See below an example:
CURRENT EXAMPLE:
09/23/24 Completed Attachment Icon Correspondence
09/18/24 Completed Attachment Icon Assessments
09/18/24 Scheduled Appointment - 4:00 PM 90834 Psychotherapy (45 min.) - Therapeutic Progress NoteEXAMPLE OF ADDING DESCRIPTION
09/23/24 Completed Correspondence Corresp to Judge
09/23/24 Completed Release of Info ROI - Attorney John Smith4 votes -
multiple custom reports in draft mode at once
Add functionality to have multiple custom reports (with a trigger and approval process) to be created and in draft mode at once. This is a barrier to productivity that it has to be approved before the next report can be started.
3 votes -
Add "reason" to dosage change screen on the Health>Medication tab
The pop up screen for dosage change should have a reason for the change in dosage on it. There is already a reason box on the medication tab, but it should all be in one place and should be specific to that change.
4 votes -
archive external signature requests
Allow pending external signature requests to be archived as Never Collected after discharge or after a certain number of days. We don't want to lose the history of requesting signatures but also don't want this to remain on the Awaiting External Signature view.
3 votes -
Make Zoho Link Easier to Find
I would LOVE if the Zoho Analytics link was featured more prominently, maybe as a button at the top of the screen or on the sidebar.
That would make it much easier to navigate to. It is a bit difficult to remember the location when you are first becoming familiar with the platform, and since it is at the very bottom of the 'Organizational Settings' dropdown list, it gets covered by a black text box and can be difficult to locate.
3 votes -
It would be helpful if the calendar was color coded to indicate if appointments are canceled, no shows, checked-in or completed..
It's always useful to be able to see what is happening on your calendar with appointments with a minimal amount of clicks. If "no show", "canceled", "checked-in" and "completed" appointments could be assigned a different color that would create communication efficiency between the front desk and therapists or whoever has an appointment with a client.
15 votes -
It would be great if the diagnosis entered in the Comprehensive Primary Assessment can automatically feed into the Diagnosis tab.
It would be great if the diagnosis entered in the Comprehensive Primary Assessment can automatically feed into the Diagnosis tab.
2 votes -
Create a place to track blood pressure
We need a place to track changes in blood pressure over time in addition to changes in BMI.
3 votes -
Resize scanner inbox document preview
The document preview for the scanner inbox is small and inconvenient to view and identify documents. Enlarging the preview window frame provides a better view.
1 vote -
Customized agency messages to our eR users
I would like a way to send a customized message to my agency's eR users when they log in that they must acknowledge before using the system.
6 votes -
Add an arrow button to move back and forth between the previous activity, report, files, etc.& ability to check multiple files to load once
Add arrow buttons that allow the person to click and go backwards to previous and forward to the next file, activity, report, etc. It is a hassle and time consuming. For example now when you go into clients file and click on, let's say the application, you then have to click on the link. The app populates a new tab. You then have to go back to the previous tab and return to case file, then find the other file you need from that client click on it. It is to much and not very productive. Having the option to…
3 votes -
The ability to see photos in messages sent to the foster family website, without having to open the attachmen
The ability to see photos in messages sent to the foster family website, without having to open the attachment
1 vote -
Comprehensive MAR that includes signatures for the child and the staff each time medication is received.
We would like to have a comprehensive MAR that includes signatures for the child and the staff each time medication is received. Additionally, we need to have the times for each medication administration noted.
3 votes -
Provide up to 5 authorizations for services.
Allow more than one Authorization to be linked to an invoice. In Foster Care, there is typically more than one funding stream for services.
1 vote -
FFW include a Signature Needed section for items needing external signatures
For alerts regarding External Signatures to be seen on the Foster Family Web in addition to the email received or to have a section in the side menu requesting these signatures
1 vote -
Allowing more than one staff in a file at a time
When we intake a client we can have multiple people that need to enter different info in various sections, but they can't because other staff are in the client file at that time and it won't allow more than one staff at a time. Our staff get an error message.
1 vote -
Add outgoing Fax functionality similar to the Email Alerts
Include native functionality that can send an outgoing facsimile message to a designated fax number upon selected triggers much like our existing email alert functionality rather than using a 3rd party integration
3 votes -
Under Financial Records View- Add DOS w/ Insurance Company on front page.
Under Financial Records view- Adding the Date of Service of the insurance payment on the front page. Allowing at first glance to see payment received with DOS, without having to go into payment to see what date of service it was applied.
1 vote
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