Feedback/Ideas Forum
89 results found
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1 vote
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Add demographic data (ethnicity, DOB, etc.) capture to Orientation Registration form
Many grants require reporting demographic data for individuals who attend orientation; it would be great for the system to allow this to be entered by participants when they register.
1 vote -
Add this option to expiring items: Assign to specific worker vs assigned worker (advanced)
Add "Assign to specific worker vs assigned worker (advanced)" so that items relating to specific roles can be delegated as such.
22 votes -
Foster Family Access to ExR App
I think it would be a great idea to give foster families access to the family website through the ExR app, not just employees. This would make families filling out their daily reports much easier and allow us to use ExR to it's full abilities
3 votesFoster families can already be invited to the family website, where they can log in and complete forms, upload forms, update their profile, etc.
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Add Group Note to multiple inactive members
Add that inactive members group case note can be populated to multiple members when a group note is added. Currently only works with active members by add members.
3 votesThis is not part of our roadmap at this time.
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Include hyperlink to face sheet when clicking on clicking on client's name
We would like the child's name to be a hyperlink to the client face sheet for our auditor roles. This would allow us to provide them with only the "need to know" information from the client's record that we choose to add to the face sheet. Example image below.
3 votesThis is not planned for our roadmap at this time.
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Inquiry Pipeline
Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.
6 votes -
Fully functioning app
Currently the content of the app contains mostly contact tools and information. The app should contain all features of the website and be a tool for staff to maintain files.
71 votesWe have a goal to make our entire application mobile friendly, thus negating the need for a separate mobile app. we will not be adding to our current mobile app, but will instead focus efforts on technology that allows extendedReach to be a fully mobile friendly application to be used on computers, phones and tablets.
Thank you for the votes on this item. It is part of our product vision for the near future.
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Color Coordinated Calendar
It would be really helpful if on the calendar, appointments could be different colors if they are cancelled or if they are marked as no show
32 votes -
Integration of eR Inbox with eR phone app to take pictures on the app that are sent to eR Inbox.
App should have camera feature to take pictures or scan documents and go directly to eR Inbox without the photo being saved on the phone. This is currently possible if logging into eR through the internet browser on a phone but would be extremely helpful with the app.
18 votesWe are not planning to make enhancements to our mobile app. Instead we are focusing on making our entire system mobile-friendly, so that all features are easily accessible by phone and tablet.
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Updated "My Workspace" Suggestion
We have so many passwords to remember. It would save time and promote faster, better communication if our Intercept email, myLearningPointe (with notifications) and iSolved HCM were all accessible once you login to your extendedReach.
ExtendedReach would also need a 1 min or less screen lock due to inactivity.
I would like to see that on this main screen under "My Workspace"
1 votethis is not something we are planning in our current roadmap. Thank you for the suggestion.
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Enable the caseworker to add a single document into multiple categories all at once
There are times when a single document needs to be filed into multiple area of the module. For example, a letter of request may need to go into "Request Court Order" and "Request Past Medical Records". It would be super helpful to be able to choose an "all that apply" to file this document all at once instead of individually.
23 votesThis is not on our near-term roadmap.
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Group note
A group note that I can put in up to 8 clients, and possibly auto gen area of need for each, and have a place for a personalized behaviors and response to intervention.
Thanks for all you do, it is greatly appreciated.
8 votes -
A mobile app for Extended Reach that will allow for foster parents to sign documents
I would helpful to have a mobile app that will show what the foster parent is missing in their records and will allow for us to obtain signature to forms while out in the field.
52 votesWe are not planning enhancements to the mobile app. We are instead focusing on making the entire system mobile friendly. Currently signatures can be obtained using the External signature feature or the Foster Family website.
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Configure a new supervised visitation tab (next to general, case file) for client info report information to be entered.
Take the information provided in the document attached and create a separate tab specifically for client visit info. We would need the ability to add more children info boxes since each case varies with the number of children per case.
7 votesThis shouldn’t require any programming or system changes. You can ask John to setup a Report (either a Word Document or Custom Form) that contains this information.
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be able to automatically enter text messages and pictures into case notes
be able to automatically enter text messages and pictures into case notes
10 votes -
Allow ER to generate reports and enable doc to be email w/o being printed and scranned
At a click of a button, i would like ER to be able to generate a report letting me know of all outstanding doc for each case manager. For example, how my case files are missing 7 day contact, monthly summaries, initial treatment plans. Such a report would allow the agency to audit faster, without having to click on each file.
Also when a email is sent to via family web I want to be able to cc supervisor/administrator so the heads of the agency can stay abreast of various communications taking place in the agency.
We would also like…
3 votesWe have a Non-compliance report that can be grouped by worker.
Reports and Activities can be emailed out.
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Add the ability to copy content controls from more than one report type.
Can the report option "Content Controls: Always copy named Content Control Values from another Report Type (advanced)" be enhanced to be able to pull from a second report type, if it is more recent than the first.
11 votes -
Option to permanently purge a case record after x years
Some contracts require a purge of client records after seven years (permanently - securely wiping disk/shredding hard copy case file without the ability to recover). Have eR send an email alert to remind staff to shred the paper records at the same time the electronic records are purged.
2 votesthis item in not currently on our near-term roadmap.
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Mass email list
Create a list for mass emails to remind families of upcoming training, audits, etc. Allow differentiation between resource homes and respite providers, etc.
13 votes
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