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.

+1
Completed

Add the date to the printed assessment

Lisa Izzo 5 years ago in Client Module updated by Lisa Izzo 4 years ago 3

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.

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+1
Under review

Option to hide invoice details on client portal based on user login.

Rachel Wulff 6 years ago in Client Module updated by Christina Henry 5 years ago 2

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.

+1
Declined

Place Of Service: Display and Edit

Ashley Thompson 6 years ago in Client Module updated by Lisa Izzo 4 years ago 1

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.

+1
Declined

Unapplied Deposit($)

Ashley Thompson 6 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Add Unapplied Deposit($) amounts to the the Client Profile Screen

Image 3

+1
Declined

Search box in Compatibility

CareSmartz Support 6 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Please add a search box on the compatibility page, so I can more easily find the caregiver to match with the client

0

Type Of Facility

Alyana 4 weeks ago in Client Module 0

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.

0

"default service type"

tarabitting 1 month ago in Client Module 0

PLEASE add the "default service plan" back to the clients Main tab.

0

Add a way to message caregivers who have worked with a client from the client's page

Rebecca Altman 3 months ago in Client Module 0

Rather than going back to the Caregivers page to send SMS messages, it would be helpful to message caregivers while on the client's page. Having a list that can be filtered by hours (to avoid messageing aides who have only covered the client a few times) or dates (to only message caregivers currently working w that client) would be great. Even just being able to view a list of the client's aides would be a great help, rather than clicking through historical schedules or running a report.

0

DMAS form online signature from client

Mehret Nigatu 5 months ago in Client Module 0

Dear CareSmartz360 team,


We would like to get streamline our assessment process and having DMAS forms online is essential so that our Nurses can make clients sign upon completing the assessment instead of sending by email for signature.  

If you have questions regarding our enquiry, please contact us through our emails info@globalroyalcare.com / mehret@globalroyalcare.com / abebe@globalroyalcare.com.  Office Mob# 703-345-5834  / 571- 525-8713