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.

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Under review

Schedule calendar

Shie Gorman 4 years ago in Scheduling updated by kate lewis 2 years ago 1

it would  be nice if there was a re-assign option/similar to when there is an open shift and you can assign the shift to an employee without having to open the full screen. 

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Completed

Add a drop down all button to the Open shifts Manager

Christina Henry 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 1
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Completed

Sort Global SMS log by Territory

Christina Henry 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 1
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Declined

HOLD Feature for Schedules

Shie Gorman 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

When a client goes on hold you can change them to inactive but you can not hold the schedule it is beneficial to  an agency/company to use this feature so we can  ensure the clients records are well maintained and HOLD the schedule and then reactivate when client is ready to resume services. 

You don't necessarily want to have to cancel each shift daily  and run the risk of billing a client when they have not received service. 

You also don't want to have to delete a schedule or future schedule should the client resume. 

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Completed

be able to sort out System Generated Text from the Global SMS Log

Christina Henry 5 years ago in Scheduling updated by kate lewis 2 years ago 1

Just how you can can sort them out on the Global Email Log 

Also be able to sort out the messages such as the system replies that Caresmartz is sending to the office members. 

I would like to be able to view just the text that office members are sending to the caregivers, clients etc. 

Answer
kate lewis 2 years ago

We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.

If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!

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Completed

quick glance schedule in app

Kodi Palmer Butler 5 years ago in Scheduling updated by kate lewis 2 years ago 1

currently the app doesn't have an option to view a full month's schedule or even the week at a glance. It would be great if there was an option to at least indicate which days of the week the caregiver has a shift by coloring the day a different color.  This way, the caregiver knows which day to click on to see a detailed list of the shifts for that day versus clicking on every day until they see what is in their schedule.

Answer
kate lewis 2 years ago

We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.

From the caregiver app, in the calendar tab, there is a toggle for both weekly and monthly views. From here, the caregiver can scroll through and see their previous or upcoming visits. 

If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!

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Under review

When you delete a shift the shift declines under that shift do not show up on the shift decline report

Christina Henry 5 years ago in Scheduling updated by Lisa Izzo 5 years ago 1

We use the Shift declines to track call outs and denied shifts for review and unemployment reasons. If you a delete a shift though any shift declines under that shift will not show up on the shift decline report. 

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Completed

Be able to sort the Global SMS Log by Territory

Christina Henry 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 3
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Under review

In Release Visit Plan show the caregivers unavailability when you pull the visit plans by caregiver

Christina Henry 5 years ago in Scheduling updated by Lisa Izzo 5 years ago 1

Have it show when a caregiver is unavailable by putting the red glow around it the same way it does when you have it sorted by client. 

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Completed

In Open shifts Manager add a drop down all button so you can quickly look at all of the requests

Christina Henry 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 2

Have the same drop down as in the Release Visit plan screen. That way you can quickly view all of the requests.