When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.

Example

Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team A

Services
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMV

Referrals
Toggle slide Concord Care Center
Toggle slide Warming center

Linkages
Toggle slide HCH Mobile Clinic

Save

Allow for the assignment of multiple clients per slot to facilitate household data collection. Currently, only one person can be assigned to a reservation, and this makes households difficult to pull data for. It would be much more streamlined if providers could assign multiple clients to a single room and have that reflected on the slot view as well as when pulling reports/Looks.

The list of attendance services is very large in our community, often resulting in 50+ pages of services. When in the attendance module to select a service to view, we’d like the following enhancements:
Add a search box to allow the user to easily locate the service they want to work with. This should mainly be a search based on service name, but also allow for an advanced search on type (attendance or reservation), program linked with, or service category.
Add a column to the view that shows which program the service is linked with.

Allow for the ability to reorder slots in the service setup. Currently they are limited to the order they were created in. This is an issue when trying to organize rooms that are created later but need to be grouped with other rooms within the same section.

Allow for the ability to mark a slot offline (with a date range), as well as a dropdown for the reason offline (maintenance, staff use, etc). This should be able to be configured directly on the bed reservation page by the service provider without having to access the setup/management pages.

It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..

This includes being able to scan a client card to assign them to a reservation, as well as scanning the card to mark the client as present. For marking attendance, this should be set up in a way that allows a provider to continuously scan cards to mark attendance without having to change pages or click between clients. The goal is to use cards to increase the efficiency of the process and reduce time spent clicking on reservation slots.

Link the reservation features with the new Inventory platform. These two functionalities should be closely integrated so that providers can reserve clients to specific rooms/slots/beds, mark attendance, and allow for reporting on how clients are tied to programs and funding sources in the Inventory setup.

Ability to track additional custom data elements per reservation that is specific to the client. This is meant to record additional information such as client’s medication needs, doctor appointments, temperature, contact information, etc). This is meant to be a quick way to keep track of client’s needs that are specific to their slot.

Allow for the ability to mark a slot offline (with a date range), as well as a dropdown for the reason offline (maintenance, staff use, etc). This should be able to be configured directly on the bed reservation page by the service provider without having to access the setup/management pages. Allow to be configured both by administrator and by provider staff.

Allow for the ability to mass-check-in clients. Similar to card reader functionality, we want the ability for a staff person to check in a large number of clients without having to click on the slots one by one and marking them as present. Ideally this would be some sort of check box on each slot with a select all option and then marking the attendance for those selected.

Allow for the option to set reservations without an end date. Currently an end date is required, and it is not always known how long the client will be staying in the bed. This is also to avoid providers having to extend reservations unnecessarily.

Allow for notes to be recorded for all types of services, regardless of service delivery types. Perhaps this can be a new toggle in the service setup that will show/hide the notes box.