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.
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
List admin who makes note
When looking at client notes & tasks on their profile, it doesn't show who entered the note. Add spot to show who posted the note.
Type Of Facility
The type of facility under the main tab of client isn't customizable. There are a lot of unnecessary options for us and we would like to omit them.
Customer support service by UserEcho
