Content
- Introduction
- Explanation and Purpose of the Side Menu
- Side Menu Overview
- My Stuff Section Overview
- Cases Section Overview
- Homes 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”.
Depending on your User ID permissions, some of these views may not be viewable for you. Please contact your agency administrators for permission to access those views.
Side Menu Overview
Image: “Side Menu Overview”
The following are Side Menu Views along with descriptions of each item.
*The following codes may appear next to the View Names below in the documentation. This key is for your reference.
V = Varies. This view name varies by state, program, or agency.
N = May Not Apply. This view may not apply to your agency and therefore not appear on your screen.
“My Stuff” Section
Image: “Side Menu: My Stuff Views”
| View Name | Description |
|---|---|
| My Workspace | Access your customized information on the middle/right portion of the screen. |
| My Tasks | Access your customized task list. |
“Cases” Section Overview
Cases Rosters Views
Image: “Cases Section: Case Rosters Views”
| View Name | Description |
|---|---|
| Foster Care Cases V | Open Foster Care Cases (may also appear as “Residential Cases”) |
| Adoption Cases N | Open Adoption Cases |
| Referrals | Opens view of all pending and accepted referrals |
| All Cases (Open + Closed) | All Foster Care and Adoption Cases |
| Anticipated Discharge | Foster Care Cases that have an anticipated discharge date |
| BMI Trends N | If your agency records changes in a child’s height and weight (BMI) over time the last two measures will appear here along with a comparative calculation and any active medications. |
| Medications | Medications recorded for Open Foster Care Cases |
| Need Immunization Record | Open Foster Care cases marked as missing Immunization Record on Health Tab |
| Next Court Date | Open Foster Care cases that have Next Court Date on General Tab |
| Next Medical Exam | Open Foster Care cases that have upcoming medical appointments (can Group by Medical/Dental/Psychological/etc.) |
| Rates by Expiration | Open Foster Care cases that have a Rate Expires Date on General Tab |
| Scheduled Placements | Open Foster Care cases that have one or more placements scheduled at a future date |
| Monthly Census by Worker | Number of Open Foster Cases an Agency Case Worker has assigned to them in a particular month or in total over a year |
| Monthly Census by Program | Number of Open Foster Cases in a Program in a particular month or in total over a year |
| Daily Census by Program | Number of Open Foster Cases in a Program on a particular day or in total over a year |
Cases Tasks Views
Image: “Cases Section: Case Tasks Views”
| View Name | Description |
|---|---|
| Due Soon/Past Due | Lists all activities/reports within a case that are due soon or past due |
| Compliance Tracking | Lists all cases along with the items on the compliance tab that are either completed, overdue, or due soon |
| Daily Activity Summary N | Lists the completion status of select daily program activities |
| In Process | Lists items that are in the process of being completed |
| Awaiting Approval | Lists items that are awaiting approval from a supervisor in order to be marked as complete |
“Homes” Section Overview
Homes Rosters Views
Image: “Homes Section: Home Rosters Views”
| View Name | Description |
|---|---|
| Open Beds (Licensed Homes | List of licensed Homes that have beds available for cases |
| Licensed Homes | Complete list of all licensed Homes |
| Applicants/Unlicensed Homes | Homes that are not licensed and/or in the application stage |
| Adoptive Homes N | Lists all adoptive homes |
| Inquiries | Homes inquiring about becoming licensed |
| Other Residences | Residences including Residential, Detention Facilities, Hospitals, Independent Living, etc. |
| All Homes (Open + Closed) | List of all open and closed Homes |
| Anticipated Approval | Applicant homes that are anticipating their approval to become licensed Homes |
| Family Website Status | Homes that have either been invited or not invited to access their Family Website |
| Households | List of all Households (1-2 parents homes) which can be applicants, approved homes, etc. |
| Last Placement Date | Chronological order of recent placements (in or out) |
| License Variances | Includes any license variances and their expiration date |
| Licensed Homes on Hold | List of all licensed homes that have been put on hold |
| Training Registrations | List of homes that have registered for training |
| Training YTD (Open Homes) | Year to Date training that has been attended and completed by all homes |
| Monthly Census by Worker | Lists the caseworkers homes by year and month |
Home Tasks Views
Image: “Homes Section: Home Tasks Views”
| View Name | Description |
|---|---|
| Due Soon/Past Due | Lists all activities/reports for a Home that is due soon or past due |
| Compliance Tracking | Lists all Homes along with the items on the compliance tab that are either completed, overdue, or due soon |
| Daily Activity Summary N | Lists the completion status of select daily program activities |
| In Process | Lists items that are in the process of being completed |
| Awaiting Approval | Lists items that are awaiting approval from a supervisor in order to be marked as complete |
HomeMatch View
Image: “Homes Section: HomeMatch”
| View Name | Description |
|---|---|
| HomeMatch | Tool that displays homes available for cases dependent on specific search criteria |
“Summaries” Section Overview
Dashboard Views
Image: “Summaries Section: Dashboard Views”
| View Name | Description |
|---|---|
| Dashboard | Create a visual dashboard based off cases, programs, shows, or funding organizations |
Casework Views
Image: “Summaries Section: Casework Views”
| View Name | Description |
|---|---|
| Activities Completed | List of all activities that have been completed for a case or home – segmented by year and month |
| Days Care | Indicates how many days in care a case has been in |
| Incidents | Lists all incidents that have occurred in a given year |
| Non-Compliant | Lists all non-compliances that have occurred in a given year |
| % On Time | Indicates what percent of the time reports are completed on time |
| Placements | List of the number of placements in a given year |
| Reports Completed | Lists all completed reports in a given year |
| Respite | Lists all placements into respite |
| Revisions | List of the number of revisions in a given year |
| Training | Lists all trainings that have been registered for and attended in a given year |
| Treatment Goals | Provides the percentage of treatment goals completed in a given year |
Financial Views N
The Financial view is only available with the Advanced Financial Management module. Please contact sales@extendedreach.com if you are interested.
Image: “Summaries Section: Demographics Views”
| View Name | Description |
|---|---|
| Aging Report | Report of all outstanding balances. Shows total balance, aging as of 30+ days, 60+ days, and 90+ days |
| Authorizations | Lists all active authorizations by date |
| Payments: Unapplied | List of all payments that have been entered into extendedReach but have not been applied to a charge |
| Posted: Adjustments | All case and home adjustments that have posted to the agency's financial system |
| Posted: Payments | All payments that have applied to a charge and posted to the agency's financial system |
| Posted: Receivables | All receivables that have posted to the agency's financial system |
| Posted: Reimbursements | All case and home reimbursements that have posted to the agency's financial system |
| Posted: Revenue | All revenue that has been posted to the agency's financial system |
Demographics Views
Image: “Summaries Section: Demographics Views”
| View Name | Description |
|---|---|
| Cases: Age | Segments and groups cases by age |
| Cases: Gender | Segments and groups cases by gender |
| Cases: Language | Segments and groups cases by language spoken |
| Cases: Race | Segments and groups cases by race |
| Cases: Religion | Segments and groups cases by religion |
| Homes: Age | Segments and groups Homes by age |
| Homes: Gender | Segments and groups Homes by gender |
| Homes: Language | Segments and groups Homes by language spoken |
| Homes: Race | Segments and groups Homes by race |
| Homes: Religion | Segments and groups Homes by religion |
Intake Views
Image: “Summaries Section: Intake Views”
| View Name | Description |
|---|---|
| Foster Care Referrals | Indicates the amount of foster care referrals received |
| Foster Care Cases | Indicates the amount of foster care cases received |
| Foster Care Cases by Reason | Indicates the amount of foster care cases received and includes the reasoning for the referral |
| Prior Episodes | Lists the amount of prior admissions and discharges for a case in a given year |
| Adoption Cases N | Lists the amount of adoption cases received |
| Homes Inquiried | Number of Homes that have submitted inquiries in a given year |
| Homes Licensed | Number of Homes that have been licensed in a given year |
| Home Adoption Applications | Number of Homes that have applied to become Adoption homes |
Discharge Views
Image: “Summaries Section: Discharge Views”
| View Name | Description |
|---|---|
| Denied Referrals | Amount of rejected referrals sorted by reason |
| Foster Care Cases | Amount of foster case cases that have been discharged in a specific year |
| Foster Care Outcomes | Amount of foster case cases that have been discharged for specific reason in a given year |
| Avg # of Caseworkers | Displays the average number of caseworkers for a case |
| Avg # of Days in Care | Displays the average number of days spent in care |
| Avg # of Placements | Displays the average number of case placements |
| Adoption Cases N | Amount of adoption cases that have been closed in a specific year |
| Adoption Outcomes N | Amount of adoption cases that have been closed for specific reason in a given year |
| Homes | Amount of closed Homes in a given year |
| Home by Reason | Amount of closed Homes sorted by reason |
Custom Views N
Image: “Summaries Section: Custom Views”
| View Name | Description |
|---|---|
| Custom Example V | Can be based off of specific reports or dashboards built in Zoho |
| Custom Example V | Can include any links outside of extendedReach |
Staff Views
Image: “Summaries Section: Staff Views”
| View Name | Description |
|---|---|
| Directory | Provides a list of staff profiles |
| Training | Lists trainings and relevant training hours completed by staff |
| Events + Expirations | Lists expiration date of trainings for staff |
| Compliance Tracking | Lists compliance activities that are missing or completed by staff |
Resources Views
Image: “Summaries Section: Resources Views”
| View Name | Description |
|---|---|
| Address Book | Includes contact information for commonly used doctors, attorneys, dentists, therapists, social workers, etc. among cases |
| Shared Forms + Files | Centralized library of documents and forms that can be used throughout the organization and shared among cases and homes |