6 results found
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Enrollment Type Care Team Member Sharing
Currently, enrollment type care team members are not visible across agencies if the sharing settings for Service/Programs/Assessments data are turned off across agencies. It would be great to be able to see those Care Team Members without making all enrollment data visible--this would allow for greater coordination between providers in our community while still protecting clients' privacy.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Distinct Sharing Settings for Location and Contact
There are situations where customers may want different sharing settings for Location information and Contact information, but both features share the same sharing settings. Can these be separated?
Note that the Sharing settings for Contacts and Locations are labeled as just "Location". At a minimum, the label should read "Contacts/Location" to reflect the actual functionality.
3 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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[Data Sharing] Ability to lock client record at SA Level
When requested by a client, it would be beneficial to have the ability to lock down a client record at the System level, where only System Administrators can see the data regardless of whether the client has had data entered at multiple agencies.
3 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Share referral notes across multiple CQ's
We would like a way to have the notes from multiple queues cascade to other queues. Often we have people willing to relocate, so they will be on multiple queues, it would be best to have open communication between all the queues, so we do not duplicate efforts.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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1 vote
As part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Allow System Admins the ability to mark profiles private, regardless if it is a shared profile or not, and allow access to only designated a
Allow System Admins the ability to mark profiles private, regardless if it is a shared profile or not, and allow access to only designated agencies.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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