Glossary

Introduction

This article is a glossary of commonly used terms about or within the extendedReach system.

Term	Definition
Zoho Analytics	Analytics platforms outside of extendedReach to analyze data.
Activity Types	A way to document events that occur at a certain point in time such as a home visits or collateral contacts such as phone calls, letters, or emails.
Address Book	Centrally stores contact information for cases and homes and shows clients who are associated with a particular contact.
After Care	A place to put discharged cases that shows as a portlet on the workspace to allow for review and finalization of the case.
All Cases (Open + Closed)	A view on the workspace menu cases > case rosters that displays all active and discharged cases in the system.
AP	Accounts payable.
AR	Accounts receivable.
Audit Log	A log of changes made to a system by dates, time, type (example: edit), and user name.
Case File Tab	A way to view completed, due, drafted, or expiring reports and activities, case revision history, placement history, and more.
Compliance Tab	A high-level color coded glance of the most recent activities or reports that have been collected, are missing, or are due.
Compliance Tracking	A view on the workspace menu cases > case tasks or homes > home tasks or summaries > staff that lists all cases, homes, or staff along with the items on the compliance tab that are either completed, overdue, or due soon.
Configurator	A consolidated list of configuration for Program and Home Activity Types, Report Types, and Print Templates.
Custom Form Builder	A tool to create customized forms within activities and reports.
Custom Labels	A way to customized field titles/labels to match titles/labels used by an agency/organization for select/specific fields within extendedReach.
Daily Activity Summary	A tool for seeing which configured activities and reports have been, or not been, completed or duplicated for a given week and given program.
Due Soon/Past Due	A view on the workspace menu cases > case tasks or homes > home tasks that lists all activities/reports within a case or home that are due soon or past due.
Email Alerts	Pre-planned email messages created within the extendedReach system announcing either an Action-Based Event or a Scheduled Event within cases and homes.
Export Data	A way to custom export data from the extendedReach system for agency needs.
External Signatures	Allows for the collection of an online signatures from external parties, such as clients and state workers.
Field Codes	Short-cut codes used to populate information from fields in extendedReach such as client names into pre-filled Microsoft Word documents, cases narratives, and custom forms.
Foster Family Website	A place for foster parents to view, upload, and fill out documentation for their home and placements.
GCM	An acronym for General Case Management.
General Activity	A way to document items that don’t live in a client’s record.
Group Session Note	A way to add a note and apply the note to other cases.
Home Custom Fields	Ten fields that can be added to a home file under the custom fields section on the home general tab that can be configured with a customized label, type of field (checkbox, date field, etc.), default values, and if the field is required.
Home File Tab	A way to view completed, due, drafted, or expiring reports and activities, home revision history, and more.
HomeMatch	A tool that displays homes available for cases dependent on specific search criteria.
Inbox	Quick and easy way to get hard-copy or attachment documents into the extendedReach system.
Linked Cases	Cases added to the system that have the same name, DOB, SSN, etc.
MAR	Medication Administration Record.
Print Template	Printable forms that auto-fill with information from a Program or Home. These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the program or home database.
Program Custom Fields	Ten fields that can be added to a program case file under the program information section on the case general tab that can be configured with a customized label, type of field (checkbox, date field, etc.), default values, and if the field is required.
Reports Types	A way to document items that are collected or generated/written by staff, and often have a due date and an associated file such as service plans or assessments, or collected documents, such as birth certificates or social security cards.
Shared Forms + Files	A centrally located space for staff to access resources including web links and files.
Staff Profile	A professional record that collects information such as: signature, credentials, phone numbers, hire date, and other information. Required for anyone working with cases.
User ID	The way to access the extendedReach system. Controls the permissions for the user within the system.
User Group	Allows user permissions – for multiple users – to be to changed one time in a central location instead of within each user ID.
Workspace	The home page of extendedReach that has user specific, menus, portlets, and homes/cases.