Feedback/Ideas Forum
372 results found
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Create the ability to make a person "inactive" on the people tab
It would be helpful to have the ability to make a person or organization inactive on the client's people tab - so that you can look at who was connected to the client historically. For example, if a client changes their PCP - I would love to be able to make the old one inactive so that I can easily tell who the client saw before.
18 votes -
Include Likert Scale Option in Custom Form Builder
When building a custom form more options should be available as to the set-up of the document. Likert Scale options are an important way that individuals gather data in todays world. Including an option to build a Likert Scale in the custom form section would be of great help for all of us who use this site to gather data for our organizations.
3 votes -
Add the Ability to Enter in Company Holidays to block off all calenders automatically
When we were using KCare, we had the DaySmart calender add on, and we were able to enter in our company holidays in which our agency would be closed each year, and it would automatically block off all staff calendars to ensure an appointment wouldn't be scheduled by mistake.
4 votes -
Create a separate User Group Permission Sub-Setting allowing staff to delete Activities and Reports in DRAFT status only.
Each month, we receive support requests at our internal IT team to delete hundreds of drafts that were started but not completed for whatever reason. Or re-opened and restarted, despite there being an existing draft. It would be helpful if there could be a sub-setting under the Activities and Reports permission settings.
3 votes -
Transfer between organizations
We have two separate systems for our Foster Care and Residential programs. We can share staff between the systems. It would be helpful to be able to transfer cases between systems and organizations as well.
1 vote -
signatures
Allow Branch Administrators(and system administrators) to add their signature (with an addendum would be amazing) to any document within their branch without configuring the form to have an additional approval.
At times, our agency needs the ability to show that upper level administration has reviewed incidents, occurrences, and other documents. This is needed when the assigned program director is on vacation, out on leave or when sensitive/ volatile situations have been addressed.
6 votes -
Add sorting/filtering options for active cases on dashboard
Sort by program, alphabet, etc.
Helps a lot with a large case load2 votes -
Connection to PowerBI
Zoho is okay, but limited.
Would like to be able to connect directly to our database to import data into PowerBI to create custom dashboards.
8 votes -
credentials
Add start and end dates to a staff profile credentials. When staff are hired, they may have certain credentials but then change due to licensure etc.
1 vote -
There should be a way to limit a user to creating user ids and staff profiles.
This way HR can add staff and upload their documents without having full access and being able to make other changes to the system.
1 vote -
create a way to organize inquiries
We would like to see a way to organize inquiries on worker's workspace to they can know at a glance how high interest the family is....kind of like "hot" "warm" "cold" (red, yellow, green). This way licensors know who to prioritize and when.
1 vote -
Permission / Restrictions
Set new activities or reports created to restricted by default. Instead of having to go into each user group separately and restrict.
1 vote -
Ability to add multiple families to a case note
Kaleidacare had the ability to select multiple families for one case note. Extended Reach is extremely time consuming having to add that same case note individually for every family.
8 votes -
Automatically stop tracking expiration dates when a home is closed
After we "discharge" a home, all items that were being tracked for an expiration date should automatically end rather than needing to go into each individual document.
21 votes -
Add an Optional Message box to the Email dropdown of activities/reports
Add an Optional Message box to the Email pop-up for activities/reports similar to the Collecting External Signatures pop-up.
4 votes -
Add a Revenue by Funding Org to the Foster Care Module.
Add a Revenue Posted by Funding Org to the Foster Care Module. I would think this is a simple request. If not, please let me know why.
3 votes -
Scheduled Rate Changes
Similar to scheduled placement changes, it would VERY helpful to have the ability to schedule a rate level change for a future date. We have rate levels that are approved early but don't go into effect until a certain date, and cannot put that in until the actual date it occurs. We also have a new program where the rate level is pre-determined but changes sometimes 1-2 times while they are in the short-term program, and being able to tell the program ahead of time that they came in at one rate (half day rate), will increase to a full…
1 vote -
accepted referral
In addition to admission(Foster care) or case open (GCM) triggers, there should also be an option to trigger documentation off of an "accepted" referral.
3 votes -
Ability to open/read multiple incident reports at the same time.
In KC, case managers could pull multiple IR's on one screen to search for information or be able to easily send the information to DCS.
4 votes -
Ability to add more than one court date and tracking.
We need to enter more than one court date, (need to add 2 dates sometimes). The dates are Not Tracked, once the court date is removed the system keeps no record in system.
1 vote
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