Please add the ability to create you own custom agency/office specific fields in the Caregiver, Client, Payer, profiles. This could be on a seperate tab in the profiles and include the ability to add standard fields like, Single line text, multi line text, single select and multi select. 

I have been finding myself purchasing different software just to get the things that I need. I would absolutely love to have everything in one place. Alerts are very imperative to running any form of business, especially healthcare. When it comes to alerts and reminders that is very important for our organization. I think that the alerts should be made priority. 

Examples 

1. I have Medicaid clients that are required to have supervisory visits every 30, 60, 90, or 120 days. If there were a recurring reminder in Caresmartz360_Agency when the supervisory visits are due it will save agencies from a lot of citations, and will help us stay organized and on top of our paperwork

2. Reassessments if a client is due for a reassessment the nurse and agency should get an alert that these reassessments are due. One thing that agencies always get cited for no matter what state is missed supervisory visits and missed reassessments. Having these alerts will assist us in maintaining proper care for our clients, and not missing these visits. 

The alerts piece that is missing from CareSmartz could be the most important thing to all agencies these alerts should be via text message, email and notification through the app.

I also know that there will be a cost to this and this could be made an A la carte option for agencies to pay a little extra for this service, and I am willing to do that. There is already a space for this on the client profile under reassessment the date if there were at least three more boxes added there then this will take care of the alerts portion.

Hello,

It will be helpful for the agency owners that like to keep track of their paperwork and make sure that all of their paperwork is up-to-date to have an expiration date column in the clients documents. If we have an expiration date, then we will know when documents need to be updated. In some states, you have to have documents, updated, yearly, we have no way of knowing when a clients document expire unless we open the actual document. This feature should include an expiration date alert is well. This will assist agencies with keeping track of everything in an organized manner. 

Is it possible to add a place to client hospitalization logs and alerts if the client is logged to a hospitalization. this alert should be out to go to office staff and nurses just like the other alerts or even the option to log it like a communication.

With the assessments, the CarePlan task is developed HOWEVER when another assessment is opened whether it is a Nurse Assessment or a Supervisory visit all of the tasks disappear unless that other form is marked complete. The supervisory visit is different from the Assessment so there is absolutely no point in overriding the Assessment for the Sup visit. 

Care [Plans are very imperative to the care of the client. There should be a way to develop the task list individually for our clients where the tasks are ALWAYS showing up for the caregiver whether a Supervisory visit has been opened after an assessment or not. Yes, there is a way to add tasks to each Service Type however it is not Person-Centered or Specific to each individual client just each service type. 

Having to open and complete a new assessment each time a form is created just so that the caregivers can complete the task is beyond double working. 

There has to be a way to make the client's care plan separate from anything that can be overridden by another form that has nothing to do with the specific form. Now if another assessment was opened after that Nurse assessment was complete it would make more sense. For a care plan to be overridden by a supervisory visit or any other assessment form does not make any sense at all. Please add a way to develop a client-specific care plan that will stick with the client unless updated. 

i want to add medication dose as in 20mg, 2 tablets twice a day.  i can only enter this in the notes. under dose/frequency it only gives the options to select bedtime, morning, noon, evening.  it will not allow you to put Milligrams or number of tablets

After caregivers complete their charts, during chart reviews, if we find out that relevant information is not there or they have not charted anything, the agency needs to have the ability to reopen their charts and have them updated it. I had a lengthy conversation with our account person about it. Our previous systems allowed us to do it. The EVV times are locked. So there should not be any issues with just letting them update the tasks when they are not completed. If this would take a while or cannot be done, at least there needs to be an option to add more notes to the specific visit by the caregiver so they can add any missing information or chart based on the compliance requirements.