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Feedback/Ideas Forum

89 results found

  1. 1 vote
  2. 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
  3. 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
  4. 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 votes
    0 comments  ·  Mobile App  ·  Admin →
  5. 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 votes
  6. 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 votes
  7. Inquiry Pipeline

    Create CRM style Pipeline (https://tinyurl.com/yxqolgwu) of Inquires with custom stages.

    6 votes
  8. 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 votes
    6 comments  ·  Mobile App  ·  Admin →
    Declined  ·  Lisa Boyle responded

    We 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.

  9. 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
  10. 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 votes
    1 comment  ·  Mobile App  ·  Admin →
    Declined  ·  Lisa Boyle responded

    We 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.

  11. 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 vote
  12. 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 votes
  13. 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
  14. 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 votes
    2 comments  ·  Mobile App  ·  Admin →
    Declined  ·  Lisa Boyle responded

    We 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.

  15. 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 votes
  16. 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
  17. 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 votes
    Declined  ·  Lisa Boyle responded

    We have a Non-compliance report that can be grouped by worker.

    Reports and Activities can be emailed out.

  18. 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
  19. 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 votes
  20. 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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