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.

Weekly Tasks
We are unable to put the true frequency of weekly tasks in the careplan because we have to select "daily" and not the actual day of the week that they are to be completed. For instance if we had a once weekly task and selected Friday for that task and the aide doesn't go on Friday for whatever reason that task wont be prompted on any other day. I would love if CareSmartz had a check mark for weekly the same way they do for daily and it removes the task from visibility once it has been completed by a aide that week.

Request for Change from Weekly to Monthly Care Summary
I hope this message finds you well.
I’m writing to request a change from the weekly care summary to a monthly care summary instead. The current weekly summary isn't as helpful for us, and the Illinois Department on Aging is requesting that we submit a monthly summary (Timesheet) with the client and caregiver task and signature. Switching to a monthly format would save time, reduce administrative burden, and provide more space in our physical files. Additionally, there are several fields included in the weekly summary that we do not require.
Such as payer name, client type, agency info, total billable hours instead you can put total hours , and weekly comments, answer each question by checking yes or no, additional comments, and the note there's no need for them. Instead of the RN's signature, you can put the supervisor's and caregiver signature.
I have an example please see the attached the highlighted in yellow means add fields and whatever in pink you can deleted fields

Caregiver Notes loaded into client file
When a caregiver leaves a note about a shift, it would be convenient for that to show on the Task/Communication tab of the client file for easy access.

Client tab selections
Once we have selected the Clients tab on left of screen, just as we are able to select clients for a particular territory. We should have the ability to toggle a selection for a specific Client type or Payer also to further breakdown our selection of listed clients.

add oig
OIG OFFICE INSPECTOR GENERAL FOR CRIMINAL BACKGROUND THAT FLAG ANY HEALTH WORKER WHO IS NOT ALLOWED TO WORK IN THE HEALTH FIELD

Urgent Update Needed To Key Documents in Caregiver App (LONG TIME USER)
Hi is there a way for us to upload documents that are more confidential, that we don't want to be downloaded to every caregiver's personal phone, but we would like for them to be "view only" in the app.
Similar to the Care Plan Tab in the Caregiver App under My Clients, currently we can only upload documents to Key Documents, for clients documents that we want the caregiver's to see. But using this method they have to actually download to see the document.

caregiver notes
Please allow edit option for caregiver to correct spelling, add something forgot, etc.
Customer support service by UserEcho