Hi, Is it possible to have the address for a prospective client to be optional?  I get a lot of leads from referral sources and they do not always provide an address of the client.  It would be nice to have the lead and client fields set as optional incase we do not have a full name, address, or phone number of the potential client, and not have to add a dummy address and then go back and re-enter it. 

I used just one DDM for Assessment and duplicated my document as you can see in the above screen shots.   I used numbers and all CAPS for Titles.  I used numbers because system did not allow me to move my tasks in the order I needed.  What I did worked for my purpose and luckily we only use one document.  Hope this help build a better UI for the end user.  

It would be helpful if you could navigate from one profile in a category (Clients, Caregivers, Applicants, Payers, etc) to another via a directional arrow in the profile, avoiding having to exit back to the main list. 

in the care assessment under tasks, it would be very helpful for staff when they are documenting to be able to itemize the tasks in frequency to am/pm not just weekly as you will have tasks that are only done in the am or pm . 

This would be particularly useful for agencies that staff communities/care homes. 

Homecare needs a medication list tab

I track how many inquiries we receive and clients served through our client identifier: First Initial, Second Intitial, next number in spread sheet...ie: yesterday the inquiry JF9171 was added to my CRM.