Content
- Introduction
- Explanation and Purpose of the Side Menu Administration
- Side Menu Administration Security Level Requirements and Access
- Organization Billing
- Organization Settings
- Program Settings
Introduction
This article is meant to assist your agency with the extendedReach Side Menu Administration. If you have a question not addressed here, you can contact support at support@extendedreach.com.
Explanation and Purpose of the Side Menu Administration
extendedReach is organized in a manner that allows you to easily access information with the Side Menu providing “Views” of comprehensive agency-wide data for users. The “Views” in the Side Menu are configured through the Administration section of the Side Menu.
Side Menu Administration Security Level Requirements and Access
You must be an Agency Administrator to access “Administration” on the left side of your Workspace. Go to “Administration” where you will find Organization Billing, Organization Settings, Program Settings, and System Settings.
Image: “Side Menu Administration Access”
Organization Billing
By default the following views are available to all agencies: AR Generation, AP Generation, and Sched. Generation. All other views are associated with the Advanced Financial Management (AFM) Module. Please contact sales@extendedreach.com for more information.
Image: “Side Menu Admin: Organization Billing”
N = May Not Apply (AFM only)
Field Name | Description |
Days Care: AR Generation | Generate the Accounts Receivable for Days Care and print Days Care Invoices |
Days Care: AP Generation | Generate the Accounts Payable for Days Care and print AP Statements |
Days Care: Sched. Generation | Schedule the AR and AP to generate on specific days of the month |
Payments: Undeposited | View all undeposited payments |
Payments: Deposited | View all deposited payments |
Posting: Ready to Post | View all items ready to post to your financial system |
Posting: Posted by Batch | View all posted items to your financial system, sorted by batch number |
Posting: Posted AR Batches | View all posted Accounts Receivables batches |
Posting: Do Not Post | View all items marked as "Do Not Post" |
Claims: Ready to Transmit | List of all claims ready to be transmitted to insurances |
Claims: Transmitted Batches | Lists all claims that have been transmitted to insurances |
Misc: Adjustments | View of all miscellaneous adjustments that have been made |
Organization Settings
Organization Settings is where you can make the majority of the changes to your extendedReach database. Here you can create staff accounts, make database changes, view home activities and reports, and more!
Image: “Side Menu Admin: Organization Settings”
Field Name | Description |
---|---|
Audit Log | View all staff activity including last login, recently viewed, and recently created |
Configurator | View all activities, reports and print templates for cases and homes |
Email Alerts | Create email notifications for items completed/submitted/changed in the system |
Export Data | Export custom spreadsheets from extendedReach into Excel |
Field Codes | List of all field codes available in extendedReach to auto-populate custom forms, activities, and reports |
Family Website Content | Add additional resources to the Foster Family Website |
Home Activity Types | List of all home activity types |
Home Report Types | List of all home report types |
Home Print Templates | List of all home print templates |
Import Data | Import data into extendedReach |
Inboxes | Set up and edit scanner inboxes to email items directly into extendedReach |
Organization Preferences | Make changes to your agency's extendedReach system |
Print Medication Logs | Print medication logs for the current month or upcoming month |
Scheduled Trainings | Add scheduled trainings for Foster Parents to access through the Foster Family Website |
Staff Profiles | Create and view all staff profiles |
User Groups | Create and view User Groups to assign staff to |
User IDs | Create and view all staff User IDs |
User Locks | View and remove User Locks in the system |
Zoho Administration | Optional Feature - allows access to Zoho Analytics (Reports). If you are interested in this feature, please contact success@extendedreach.com. |
Program Settings
Program Settings is where to make changes to case program settings, rates, and activities and reports.
Image: “Side Menu Admin: Program Settings”
Field Name | Description |
---|---|
Programs | View all programs available in extendedReach and make changes to case settings |
Program Activity Types | List of all case activity types |
Program Report Types | List of all case report types |
Program Print Templates | List of all case print templates |
Program Rate Sheets | Create and view all case rates levels |