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Jeremy Russell

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  1. 4 votes
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  2. 3 votes
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  3. 2 votes
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    Jeremy Russell shared this idea  · 
  4. 12 votes
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    An error occurred while saving the comment
    Jeremy Russell commented  · 

    Hello there, just adding a comment as this continues to happen. Will probably bring it up at the conference next week. For folks who move from one program in extendedReach to another, it would save so much confusion and serve the humans we support if I could prevent activities and reports being added to a closed case.

    If preventing isn't an option, a warning pop-up that says "This Activity (or Report) is being added to a case file that is in 'Closed Status', would you like to document on their existing, open and linked case file?"

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  5. 3 votes
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  6. 8 votes
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  7. 15 votes
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  8. 134 votes
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  9. 3 votes
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  10. 70 votes
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  11. 14 votes
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    Jeremy Russell supported this idea  · 
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    Jeremy Russell commented  · 

    It would be helpful to allow sysadmins to "impersonate" users to troubleshoot user interface issues that come up. Similar to ER support, we'd like the ability to "Login as USER-X" so that we can see what they see when they login.

    This will make troubleshooting and front line support incidents more efficient.

    For now, we just share screens via a Zoom meeting.

  12. 31 votes
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  13. 36 votes
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  14. 100 votes
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  15. 89 votes
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    We are beginning the design stage of a Client Portal. We will be looking for people to be on a Client Portal focus group, that will meet occasionally to review progress and provide feedback. We will also want volunteer organizations to Beta test the Client Portal as it releases in stages. Please contact Lisa Boyle, Director of Product Management, at lboyle@kaleidacare.com to express interest in the Focus Group or Beta testing. Thank you!

    Jeremy Russell supported this idea  · 
  16. 23 votes
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  17. 20 votes
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  18. 56 votes
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  19. 2 votes
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  20. 3 votes
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