extendedReach Support

Specialized extendedReach configuration & administration services.

Your extendedReach Challenges Solved

Business Wizard has over 9 years of experience assisting agencies with configuring their extendedReach environments to reduce case management bottlenecks and ensure frustration free compliance. As with any cloud platform, you have product support through the vendor themselves, but to ensure the platform is in full alignment with your organization’s case management requirements you need someone who understands both extendedReach and your operation.

That’s Where We Come In!

Instead of hiring a new fully burdened member of staff or adding new (and complicated) responsibilities onto one of your current team members, we offer a budget friendly alternative with a key advantage: We already know where extendedReach excels, and where one may need to be clever to make a critical process in your case management framework function correctly.

Our team actively keeps an eye on your operation so you don't have to.

Our extendedReach Services Include:

Dedicated extendedReach Support

When working with time-sensitive documentation, having quick resolutions to any issues preventing completion is vital. We bridge the gap between vendor support and your organization’s unique documentation processes, providing support that can answer based on how your documentation is intended to work vs. only how the system is designed to work.

Regulatory Compliance Parity Reviews & Programming

Some scenarios require out of the box solutions that aren’t readily apparent in extendedReach. We ensure that your extendedReach documentation is properly programmed to meet all regulatory and agency-specific compliance requirements.

Compliance Tab Management & Configuration

Your compliance charts should provide a clear dashboard for what documentation is required for compliance and when things are due. We assist with categorizing your documentation and ensuring the order of appearance makes sense to your team.

General Activity & Report Field Coding

Almost every item within extendedReach’s case tabs can be populated into your activities & reports. We will perform an audit of all your documentation templates to ensure that all tab-based information is properly pulled and populated, making documentation easier for your team.

Advanced Field Coding (Cross-Document Population)

Did you know that extendedReach can pull information from other activities & reports? When configured properly, workers can access information from other related documents either for reference, or for use in their latest report. How often does your team have to pull up other documents to complete the one they are working on? We can make it so that this requirement is greatly reduced or completely unnecessary, making reporting even faster!

Supervisor Support

Staying on top of compliance can be overwhelming. We provide training & additional support to ensure that supervisors can catch compliance issues early and improve audit outcomes.

ZoHo Custom Reporting

Out of the box reporting features in extendedReach are limited. To help remedy this, eR has partnered with ZoHo to provide enhanced reporting tailored to track anything stored within eR. For organizations using this feature (which we highly recommend), we can set up reports that reduce the administrative efforts required to compile spreadsheets or generate manual reports that localities and stakeholders may require.

Org Focused Training & Reference Materials

eR can be a complicated system to navigate, and their knowledge base can help demonstrate how their system functions but it can’t provide insights into how your system was customized to meet your specific needs. As we provide support and customize your documentation, we provide reference materials that your team can use to manage their cases autonomously with confidence.

Partnerships Are Better Than Projects

Due to the nature of the organizations extendedReach supports, we have learned that an ongoing professional partnership is better than attempting to compress the needs of your organization into a project. Projects have drop-dead end dates that are challenging to meet if stakeholders are routinely called away during critical project meetings to handle a crisis. This can set the project back and put it at risk of non-completion. By hiring a dedicated support specialist through a fractional support package, you have the flexibility to work around crises, only pay for efforts directly dedicated towards exR related goals & objectives, and avoid the risk of paying non-refundable amounts towards a project that may not reach completion.

If a project quote is preferred, we are happy to provide one after a paid consultation & systems evaluation.