Feedback/Ideas Forum
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123 results found
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Ease of access with emailing forms, visible information for contacts, and signatures.
Have a drop down of email addresses for each case file when emailing out a completed form and make it possible to send out a completed form to a group instead of having to send it multiple times.
Have drop downs with employee names to enter into a form instead of having to type multiple names.
Make emails visible in the people tab.
Be able to populate signatures by people that aren’t the case worker for facilities where multiple staff work on the same case files.4 votes -
Print Reports
To be able to print a report of the Foster Parent Weekly Progress Note, just as you can print a report of case notes.
4 votes -
Removing or stopping tasks from populating after a youth has been discharged.
Is there a way to remove late tasks of youth who are discharged from the case load or out of the program/system? I have 5 youth who have been discharged and no longer on my case load but I continue to receive tasks for them like "Casey Life Skills After Admission" but the youth has been gone for almost a year.
4 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 -
2 votes
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Calculate current age on general tab
Is there a way to automatically calculate current age from entering their Date of Birth that would be visible to the case workers?
This is a great tool that is very handy for multiple reasons. It could also pull into reports to help separate age groups when setting up events for mission teams that hold VBS or chapel for teens.4 votescurrent age of a case is visible in the left column on the case screen and the referral screen. for homes it is also visible on the general tab next to each parents date of birth.
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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 -
Add Stop Tracking
Adding a stop tracking after case closes feature on expieration dates like you can do for due dates.
3 votes -
Add a tab for tracking "Address" on the FCM
We use extendedReach for case management and lodging for some of Seattle's unhoused citizens. Often, they receive mail at a PO Box, Friend/Family, etc.
We also use it for case managing folks through our Eviction Mitigation program. Since we don't usually lodge the folks in this program, we've been forced to create a custom report for Address information. This feels cumbersome in such a beautifully executed interface. We'd like a place to document address information for these clients that can be viewed on the main Case screen/tabs.
3 votes -
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
We would like to make the Treatment Goal a requirement on our case note activity. Either by Program or Contract/Category.
1 vote -
Create a "home funds transaction" activity like you have in case activities with "personal funds transaction."
We provide funds to 6 different homes in the form of recreational funds and extra funds for produce/spices/etc that we do not carry in our campus pantry. It would be great to be able to record these transactions in Extended Care for these homes. We were able to configure this in Kaleidacare and Nikki created it for us in case activities. Seems that it would be easy to replicate for home activities.
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 -
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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Add an arrow button to move back and forth between the previous activity, report, files, etc.& ability to check multiple files to load once
Add arrow buttons that allow the person to click and go backwards to previous and forward to the next file, activity, report, etc. It is a hassle and time consuming. For example now when you go into clients file and click on, let's say the application, you then have to click on the link. The app populates a new tab. You then have to go back to the previous tab and return to case file, then find the other file you need from that client click on it. It is to much and not very productive. Having the option to…
3 votes -
1 vote
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Search by first letters of name of case/home
In the search screen at lower left, could you make it so that you can just type in the first few letters of last and/or first name and it would go to those clients matching the input, rather than all the letters of the name.
1 vote -
The ability to identify a form as a medical form on the GCM side of the system
We should be able to mark a GCM form as medical like we can on the Residential side of the system. That way, we can specify which types of case notes or pieces of the client contact record we would like to pull or field code that type of information into a form.
3 votes -
Fix the 'Payments' so that the From (funding org) comes from the invoice not the case file.
When the funding org changes mid-month, you want the default to come from who you billed not who is currently in the case file. I understand this can be changed but it is a free form 'add' and if you don't get the funding org name exactly right you have payments from the same funding org under different names and that can get very messy. Either this way or provide a full list of the funding orgs to choose from not have it a free form 'add' of payor.
1 vote -
how to run a report of FCSW history for each resource home and time period for which a specific FCSW monitored the home
this report will help us pin point when a FCSW has left a case and it will inform us how long they serviced the resource home. Right now, there is no other feature like this. In order to find out which FCSW has carried a specific home, we need to do a placement history search and look at each minor, then go to the minor's case file to see how long the FCSW serviced the home before the home was reassigned to a new worker. This current process is tedious, time consuming and unproductive. These types of reports are needed…
3 votes -
1 vote
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