Content
- Introduction
- Explanation and Purpose of the Side Menu
- Side Menu Overview
- My Stuff Section Overview
- Cases Section Overview
- Summaries Section Overview
Introduction
This article is meant to assist you with the extendedReach Side Menu.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.
Explanation and Purpose of the Side Menu
extendedReach is organized in a manner that allows you to easily access information. Your workspace is customized to meet your specific needs based on your role within your agency. The Side Menu, however, provides comprehensive agency-wide data, accessed through what extendedReach refers to as “Views”.
Side Menu Overview
The following are Side Menu Views along with descriptions of each item.
Image: “Side Menu Overview”
My Stuff Section Overview
Image: “Side Menu: My Stuff Views”
| View Name | Description |
|---|---|
| My Workspace | Access your customized information on the middle/right portion of the screen |
| My Calendar | Access your calendar, tasks, and appointments |
Cases Section Overview
Cases Rosters Views
Image: “Cases Section: Case Rosters Views”
| View Name | Description |
|---|---|
| Open by Name | Open Cases by name based on the program they assigned to |
| Pending Referrals | Shows all current pending referrals |
| Call Reminder List | Lists all scheduled call dates and times for cases |
| Unpaid Balances | Lists all cases with an outstanding balance |
| All Cases (Open + Closed) | Shows all active and discharged cases |
| Monthly Census by Program | Number of Open Cases in a Program in a particular month or in total over a year |
| Monthly Census by Worker | Number of Open Cases an Agency Case Worker has assigned to them in a particular month or in total over a year |
Cases Tasks Views
Image: “Cases Section: Case Tasks Views” 
| View Name | Description |
|---|---|
| Due Soon/Past Due | Lists all reports/activities that are due soon or past due |
| Daily Activity Summary | Indicates whether the daily activities for cases have been completed or not |
| In Process | Lists all reports/activities that are currently in process |
| Awaiting Approval | Lists all reports/activities that are awaiting approval to be marked complete |
Summaries Section Overview
Casework Views
Image: “Summaries Section: Casework Views” 
| View Name | Description |
|---|---|
| Appointments – Scheduled | Total appointments scheduled separated by year and month |
| Activities by Caseworker | All activities completed listed by caseworker name |
| Activities by Client | All activities completed listed by client name |
| Activities by Type | All activities completed listed by activity type |
| General Activities by Type | All general activities separated by year and type |
| Hours by Caseworker | Total hours logged by caseworker |
| Hours by Client | Total hours logged by client |
| No Shows | Lists of all no show appointments |
| Reports by Caseworker | All reports completed listed by caseworker name |
| Reports by Type | All reports completed listed by report type |
| Revisions | History of all client revisions that have been made |
| Units by Caseworker | Total units logged filtered by caseworker |
| Units by Client | Total units logged filtered by client |
| Units by Funding | Total units logged filtered by funding organization |
| Units by Insurance | Total units logged filtered by insurance provider |
| Units by Type | Total units logged filtered by activity type |
| % on Time by Caseworker | % of activities and reports that are completed on time by caseworker |
| % on Time by Program | % of activities and reports that are completed on time by agency program |
Financial Views
Image: “Summaries Section: Financial Views” 
| View Name | Description |
|---|---|
| Aging: Invoices | Display all outstanding invoices |
| Aging: Claims | Display all outstanding claims |
| Authorizations | Lists all authorizations that have been made by program |
| Average Fee | Average fee per units recorded |
| Branch Balances | Total balances of each branch at the agency |
| Claims: Rejected | All claims that have been rejected |
| Credit Balances | Outstanding credit balances |
| Payments: Insurance | Insurance payments received |
| Payments: Unapplied | Payments received that have not been applied |
| Payments: Other | Miscellaneous payments |
| Posted: Activity Revenue | All revenue generated from activities |
| Posted: Adjustments | All adjustments that have been posted to the agency’s billing system |
| Posted: Payments | All payments that have been posted to the agency’s billing system |
| Posted: Prepaid Funding | All prepaid fundings that have been posted to the agency’s billing system |
| Posted: Receivables | All receivables that have been posted to the agency’s billing system |
| Posted: Transfers | All transfers that have been posted to the agency’s billing system |
Demographics Views
Image: “Summaries Section: Demographics Views” 
| View Name | Description |
|---|---|
| Age | Groups cases by age |
| City | Groups cases by city |
| Diagnosis | Groups cases based on diagnosis |
| Education | Groups cases based on education level |
| Income | Groups cases based on income |
| Gender | Groups cases by gender |
| Language | Groups cases by language spoken |
| Marital Status | Groups cases based on marital status |
| Race | Groups cases by race |
| Religion | Groups cases by religion |
Intake Views
Image: “Summaries Section: Intake Views” 
| View Name | Description |
|---|---|
| Referrals by Month | Lists the referrals by month and year. Shows the number pending, accepted, and rejected |
| Cases by Month | Shows the amount of cases accepted by year |
Discharge Views
Image: “Summaries Section: Discharge Views” 
| View Name | Description |
|---|---|
| Rejected Referrals by Reason | Separates rejected referrals based on rejection reason |
| Cases by Month | Separates discharged cases based on year and month |
| Cases by Outcome | Separates discharged cases based on year and discharge outcome |
Custom Views
Image: “Summaries Section: Custom Views” 
Add custom links such as the company website or Zoho Reports to this view by going to System Settings -> System Configuration.
Staff Views
Image: “Summaries Section: Staff Views”
| View Name | Description |
|---|---|
| Directory | Lists all staff in the organization |
| Training | Lists all trainings completed by staff, segmented by year |
| Events + Expirations | Lists any upcoming training events as well as expired staff trainings |
Resources Views
Image: “Summaries Section: Resources Views” 
| View Name | Description |
|---|---|
| Address Book | Use the address book to store commonly shared case contacts such as judges, doctors, therapists, etc. |
| Shared Forms + Files | Organization forms and files can be shared here and accessed by all staff |