Feedback/Ideas Forum
389 results found
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Adoption homes into Regions
Allow Adoption Home Activities such as Direct Mail, Email Contacts, Text Messaging, etc. to be copied to certain Regions of Adoption Homes to make it easier and more efficient for workers. Sometimes workers send emails or direct mail, etc. to certain regions of the program, in addition to their entire caseload.
Or allow the worker to "copy this activity (when completed) to my active homes" AND also to other individually chosen homes throughout the Adoption programs.
3 votes -
Secondary Address Option for People Tab
It would be great to have an option to add a secondary address in the People Tab. We have some birth families whose physical address changes often, but they are consistently able to receive mail at a second address. Thanks for considering!
2 votes -
Foster Care Referrals
Please expand Intake - Foster Care Referrals to include decline reason. This is needed for T3C compliance. Thanks!
1 vote -
Offer the ability to increase number of bedrooms per household
Current settings for the home information caps at 18 bedrooms however we have housing facilities that have more than 20 rooms. It would be helpful to be able to increase the number of rooms per household so that we can assign clients properly.
1 vote -
correspondence
When adding an attachment under Correspondence, it would be extremely helpful to be able to label or title the document.
2 votes -
Can we build the ability to email from the referral tab.
It would be nice to be able to email the state/contractor from the referral tab directly like the open cases and foster home tab. For us we have to track the responses we send to DCS and we have a 4 hour window to respond to this. If we could email we could have it documented and time stamped and would not be adding about 5 extra steps to the process.
1 vote -
Integrate calendars together for a daily view
Integrate the calendars together to view all at one time, at least on a daily basis. So if we are scheduling 2 members of a family at the same time with different therapists, viewing the calendars together would be very beneficial.
15 votes -
external signatures - signatory to receive copy of what they signed
When we send out for external signature, the document goes away after they sign. It should send a copy to their email or allow them to download it from that screen.
7 votes -
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
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