Feedback/Ideas Forum
360 results found
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Upload template to auto-create & populate new referral, case, etc.
Create template forms that can be filled out by an external party (typed-in, not handwritten), emailed/uploaded into ER, and then "approved" into automatically creating a referral or case and use data from the form to populate the fields in the referral or case. Possibly a form & form "map" situation where the map tells ER which fields to populate with data from the uploaded form.
3 votes -
Add "Do not print" option to all fields in Custom Form Builder
Would be nice to be able to tag specific fields as "Do not print" (not just if blank) so, for example, dropdowns/conditional fields can be used for other conditional fields to appear, but the dropdowns wouldn't appear on the print output.
3 votes -
Create the ability to allow more than 2 court dates at a time
Create the ability to allow more than 2 court dates at a time and tracking as well.
1 vote -
Foster Family Website submission report
It would be nice to be able to pull a report that shows all items currently submitted and those that have been submitted through the Foster Family website as well as drafted items.
1 vote -
Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff
Ability to use a child's form for a staff (we have a special incident form for behaviors/injuries and we need to use the same form for staff
1 vote -
Pharmacy added to the Health tab.
Pharmacy added to the Health tab under Summary, along with other Medical Contacts.
1 vote -
Add the ability to include agency logo on a custom form
Many forms include a space for our agency's logo, however there isn't an option to include this in the custom form (which would otherwise be preferable to generating a web form in some cases).
4 votes -
Variance in Required Home Fields Depending on Status (Inquiry vs Applicant vs Licensed)
When an inquiry is received, we may only get the very minimum, basic information on a potential foster family (name, email, phone number) but as they move through the process (applicant to licensure) it would be nice if the required fields could be customized based on what is needed depending on the phase of the process the family is in.
2 votes -
Merge cases in General Case Management System
Having the option to merge duplicate cases would help streamline the process for ensuring all data is uploaded in one spot, rather than having to manually download and reupload documents from the duplicate file.
5 votes -
text appointment reminder at multiple intervals for clients on th GCM module
Please add the ability to schedule multiple interval text appointment reminders in the program configurator. Clients could get a text reminder 5 days, 2 days, and 1 day before their scheduled appointment through eR.
23 votes -
Multi report print feature like in K-Care
Our GMC staff are required to print all monthly summaries for multiple clients and submit as one fluid document to billing, as a PDF. In K-Care one was able to check the boxes for multiple clients under one specific custom form to generate an ongoing PDF of all the clients custom reports rather than printing them one at a time. As it stands now each form has to be printed from the individuals chart or saved and complied into one PDF. Ideally we would like to be able to select multiple clients to print/save the same report I.e., monthly summaries…
1 vote -
Allow users to require additional fields in the People Tab and Address Book
Currently only four fields (Type, Last Name, First Name, and Category) are required on the People Tab. It would be useful for the user to be able to specify which additional fields should be required for their program.
3 votes -
inquiry sorting
I would love to be able to sort inquiries by the date of last contact.
1 vote -
Add new fields to the Staff Profile screen
It would be helpful if we could customize field on the Staff Profile Screen. For example, we do not need a "FAX" field for staff, but there are fields we would like to add.
6 votes -
allergies/diet tab
On the "Allergies/Diet" tab, it is currently possible to accidentally check "Allergy is life-threatening", then check "No known medication allergies/reactions" and then click save. If this happens, the side bar under the photo indicates that the client has a life threatening allergy when in reality, he/she doesn't have any allergies.
4 votes -
Option to Place Clients on "Pause" in GCM Module
We have a couple clients who are seen on an as needed basis and it would be helpful to be able to place these clients on "pause" to stop future activities from generating. We do not want to discharge these clients because whenever we re-admit, the system will populate new activities that will need to be completed. Pausing would be more effective so we do not have to change due dates on activities that are due during a time where we are not seeing the client.
3 votes -
Additional formatting options in custom forms
Allow custom forms to be formatted similar to word documents. When completed documents are printed/emailed they often do not look professional given it isn't possible to underline, bold, easily section off items, etc...
6 votes -
Put Add file from another activity or report button in GCM Program!
There is an "add file from another activity or report button" in the foster care module that allows you to search the case file or pdfs in ExtendedReach to pull into that document, and it is amazing. This would be great to have in GCM since we admit people into multiple programs to be able to place files that are already in the case files into the correct places without having to constantly re-download them. See attachment for the button I am referring to.
7 votes -
Print button to My Workspace
Add a print button to the 'My workspace' that would allow you to print blank forms instead of going into a specific chart to print. This would give the opportunity to print forms for a child that is referred but not yet placed with the agency.
4 votes -
Forms on Family Website
Client contracts should be accessible on the family website; however, it will show all contracts verse the contract of the current placement. Being able to show only the current contracts to the family website would be very helpful!
3 votes
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