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.
Put in security for our clients this would be 2 step authentication please contact me to discuss further
Hacking is so prevalent I’m surprised that security hasn’t been added.
Client/Assessment/Task
Allow the Task column to be fully displayed. Yes, we can hover, but this is time consuming and does not always work on first, second or third attempt. Perhaps position Tasks lower or shorten Notes. UI needs a redesign for better/improved functionality.
Add the unavailability/availability tab to the clients profile as well
Add the unavailability/availability tab to the clients profile as well
Add the Name of Client or Caregiver to the Task / Communication Emails
If someone associates you with a communication and hits Save and Send Email that Email never tells you what client or caregiver the note is for
email directly from the profile
at the top of the client profile, I can see the email address. I would like that to be link that allows me to send an email without having to go back out to the client list and navigate to the client.
Add the date to the printed assessment
When we print out the assessment to leave in the binder at the client's home, it would be helpful to have the date it was completed show on the printed assessment, so the family members know how current the care plan is.
Option to hide invoice details on client portal based on user login.
Some of our clients do not want to show invoice details on the client portal. It would be great if we could have the option to toggle this on/off based on the user.
Place Of Service: Display and Edit
Several owners on this first wave have requested to be able to delete 'place of services' as many are not needed.
It would be great if we could not on view this field but also edit it.
With our upcoming waves, I am sure this is going to come up as a request too.
Search box in Compatibility
Please add a search box on the compatibility page, so I can more easily find the caregiver to match with the client
Customer support service by UserEcho
