Thank you for adding your suggestion! Our enhancement roadmap is usually planned for at least 2 months in advance, though we are often looking for highly desired ideas (please vote!).
Any new requests will be considered by our team to determine their universal benefit to all our customers and then added to the roadmap based on potential impact.
Agency App Care plan
It would be helpful to be able to view a client care plan on the admin app. There are times we need to look something up as a manager and are not near a computer. If this could be added to the Agency App. Thank you
Option to edit the completed assessment/care plan
I need an option to reopen, edit or delete the assessment form after completion for any changes. Right now, there is no option to update the assessment. If I want to add medications to the existing assessment, I have to create a whole new assessment. Why do I have to go through the whole process of recreating/copying if I just want to add something to the existing assessment? It would be much simpler if reopen or edit option is provided. Otherwise, for example, every time a new medication needs to be added, it does not make sense to create a new assessment. Please provide reopen/edit, delete option to completed assessment forms. The previous systems we worked with had these options and it was much easier for the supervisor.
Thank you for submitting your software enhancement request.
In order to protect the integrity of the assessment data, once completed, the document cannot be edited. However, in the current workflow, you can create a new assessment and once you choose from the options "Care Plan Update" or "Reassessment", you will be given the option of copying over one or more sections of the last completed assessment of the same type. This allows you to make updates and edits without re-entering all of the data again.
We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.
We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.
Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.
Add a "nickname" field to the client and caregiver profile
I have a suggestion to improve Caresmartz360 for your clients that target Asian population. Culturally, Koreans and other asian communities have people with very similar names and it can be very confusing. If there is a section to put caregiver's nickname that would not affect the billing side and if that nickname can be put right next to people's english name, we can put Asian names to identify caregivers correctly.
Communication and Tasks
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It would be highly beneficial to have the ability to select specific recipients under the Communications section when adding comments or notes. For example, being able to share a note exclusively with a specific caregiver and management rather than all users.
Additionally, it would be helpful to have the option to upload photos or documents directly within comments or notes for better documentation and clarity.
Lastly, applying these same functionalities to Tasks would be valuable—allowing users to assign specific tasks to caregivers, management, etc., while also enabling document and photo uploads within tasks. Only those assigned should be able to view and access the tasks.
Referral Source Leads and Specific referral source
We are trying to track both the lead source (ie hospitals, rehabs, care coordinator) and the specific referral source within the lead source (ie Upstate Hospital, Elderwood Rehab, Aging Advocates Care Coordinator). Currently you can do one or the other. We would like to have the ability to add both the lead and referral as outlined above.
Client Signature Forms
It would be much more convenient if you could attach multiple caregiver emails to send a signature form, instead of individually, as there are more than one caregiver scheduled for a client. Thank you!
Care plan shows fields left blank on assessment and makes the care plan unnecessarily busy.
Please make changes to care plan to hide fields that are not used. The assessment form has a very useful function that allows you to have conditional components that only show if the value of the particular question is "yes" For example, Is Seizure support required? if the answer is "yes" the next three sections will display to allow for all details regarding seizure support to be entered. If the answer to this question is "no" the sections regarding details about seizures will stay hidden. This is great! However, this feature loses it's value when looking at the care plan generated by this assessment, as the care plan will show all the empty fields regarding seizure support, even when the answer to the question Is seizure support required is "no".
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