Getting Started – Using eR


  • Introduction
  • Layout and Navigation of Home Page
  • Searching
  • Structure of extendedReach


Welcome to extendedReach! This article is meant to familiarize you with the basic functionality of extendedReach. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at

Your personalized “Workspace” keeps your “Task List” and other duties organized, so through time, you and your agency remain compliant…and able to focus on what matters most!

Layout and Navigation

My Workspace

“My Workspace” offers easy access to your personal workload with customizable, point-and-click case management. You can access this page from anywhere in the eR system by clicking on the folder icon in the upper-left corner. Customize the configuration of your workspace by clicking the “My Preferences” button in the upper right corner.

Image: “My Workspace”

Side Menu

The “Side Menu”, on the left side of your screen, provides summarized data which can be filtered by office location, grouped in a variety of ways, and exported to Microsoft Excel spreadsheets.

Image: “Side Menu”


Use the search box in the lower left corner to quickly find case or home information. You can search by last name of cases or homes, even partial names work. You can also search contents of case notes and documents.

Image: “Search Box”

Structure of extendedReach

All clients in care are referred to as "Cases" within extendedReach. For each case, extendedReach tracks interactions and supported documentation in two different types of records: “Activities” and “Reports”. 

Activities are social work contacts related to a case (such as a visit, email contact, phone contact, appointment, therapy session, etc.). 

Reports are documents related to a case. Some have due dates and/or workflow processes (such as intake forms, admission assessments, birth certificates, service plans, etc.)