September 2020 Update

BOO!! 👻 

I’ve got a ghoulishly delightful joke for you, are you ready? 

What did the werewolf eat after he had his teeth cleaned?

… The Dentist !

I don’t know about you, but that joke make me cackle every time 😂

Ok, enough of the funny (and spooky) business, it’s time for me to tell you what we have added to extendedReach since our last update

Last but not least, we are thrilled to announce our new CEO, Katie Cortes! 🎉 Click here to get to know Katie. 

That’s it from us! Have a fang-tastic day 🎃

extendedReach CEO Announcement

As we shared last month, extendedReach and KaleidaCare have joined efforts to deliver new functionality, performance, and support for extendedReach customers. The extendedReach platform that you know and love is here to stay, and we are accelerating our investment in the performance, security, and functionality for our users.  

Over the coming months, you will see some new names and faces as we continue to integrate our teams to ultimately operate as a unified company supporting both products.   We are excited to introduce Katie Cortes, who will serve as CEO of both extendedReach and KaleidaCare. Katie joined KaleidaCare in January 2020 after a decade of leading business and technical teams in the social impact space.  She is thrilled to lead this next chapter at the company and help achieve the potential that lies in the years ahead. Adam Fenstermaker and Matt Bidwell, extendedReach co-founders, will continue as business and technology leaders at the company, serving as Chief Revenue Officer and Chief Product Officer respectively. 

Thank you for the tremendous support you have shown as a valued extendedReach customer. We are excited about this next phase in our partnership and remain committed to your success.

If you have any questions, please contact us at

New Feature: Print Templates Automatically Converted to PDFs

Print templates will now automatically convert to PDFs when generated.

Having the print templates convert to PDFs upon generation allows for printing without needing to download the document to your computer and does not use pop-up boxes (this makes it Safari friendly)!

When you generate the print template, you will have the ability to either download it as a PDF or download it as a Word document.

Click here for more information on how to create case print templates.

To generate a print template, hover over the Print button then select the item you would like to view.

Once you select the print template, the print template will open in extendedReach in a PDF view. Hover the cursor over the print template to view the print button; you can also click on the plus (+) or minus (-) icon to zoom in or out of the PDF.

You’ll be able to download and print the document as a PDF or Word document.

There are no changes that need to be made in order to use this feature!

New Feature: Lockdown Race, Religion and Language Keywords

On the General tab of the case screen, you may have noticed a little green plus icon next to the race, religion and language drop-downs. When the green plus icon is clicked on, a pop-up window appears which allows workers to enter in values that may not be available in the standard drop-down list.

To prevent workers from adding their own values and to make them choose from the standard selection, go to System Settings > System Configuration > General tab.

To restrict new religion values from being added, enable “Cases: Do not allow new religion keywords to be assigned (advanced)”. To restrict new language values from being added, enable “Cases: Do not allow new language keywords to be assigned (advanced)”. To restrict new race values from being added, enable “Cases: Do not allow new race keywords to be assigned (advanced)”.

Once one or all of the settings are enabled, the associated field will not display the green plus icon, preventing new keywords from being added.

August 2020 Update

The time is coming… for P.S.L! 🍂

And no…  not Pumpkin Spice Latte, silly! 

P.S.L = Practical System Launches! i.e. new updates to extendedReach!

Ok, I’ll admit, that acronym isn’t the greatest, but our development team sure is! Here’s what we have added to extendedReach since our last update

New Feature: Link Cases by Family Group ID

If a case has family members in your extendedReach case management system, they can be “linked” to their family members using a “Family Group ID”.

Linking family cases allows workers to navigate to the relative’s cases in extendedReach, across multiple organizations/programs.

To enable the Family Group ID tracking, go to System Settings > System Configuration and enable the setting “Cases: Allow cases to be linked with a Family ID”.

Family Group Identifier

A “Family Group ID” must be a unique identifier you choose to refer to a particular family. Your agency should determine what naming convention to use for a “Family Group ID”.

Here are some examples:

  • A shared last name, followed by the month and year of admission: “Acosta 01-2020” (January 2020).
  • Referring organization case # (if case number is the same for all relatives, or use the oldest relative’s case number).
Adding a Relative to a Family Group ID

To add a family member to the the family group, the same “Family Group ID” must be entered on each family member’s group People Tab Screen.

Place the case in “Edit” mode and type in the Family Group ID (using your agency’s naming convention) for the first member. Click the “Save” button to save the case.

Then go to each of the remaining family member’s case screens and type the same Family Group ID (or click the magnifying class to select from the list of available sibling ids).

Once the Family Group ID has been entered, you will see a list of linked family member’s cases appear (matched by an identical Family Group ID). Don’t forget to save!

New Feature: Lock-down Approved Activities Immediately

Prevent approved activities from being edited by enabling the setting “System: Only System and Branch Administrators can edit or delete approved activities” under System Settings > System Configuration.

This setting helps prevent any changes from occurring once the supervisor has approved the activity. Only users identified as a Full Administrator or Branch Administrator under their User Ids will be able to edit or delete approved activities.

July 2020 Update

Our team has been hard at work adding more features to extendedReach and it’s time to showcase their work.

So without further ado, here’s what we have added to extendedReach since our last update

As always, please reach out to with any questions you may have about these new additions. 😊

New Feature: Use Guidelines Inside Web Documents

Sometimes we all need a little guidance… and thankfully, we now have guidelines inside of our Web Documents to assist with casework.

Agency administrators can now alter their report or activity Web Documents to include non-printable guidelines. That’s right, these guidelines will not print or appear on PDF files that are emailed externally. The guidelines will only be seen by those with extendedReach User Ids.

To add guidelines to a Web Document, go to the configuration screen of the Web Document, hover over the Paragraph drop-down and select “Guidelines (non-printable”.

Guideline text will appear in blue on the Web Document. The guidelines will be hidden once printed or emails.

Configuration View
Case File View