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.
Family portal shift request
In regard to the family portal. The client is not able to view schedule request they put in. I recommend adding that option. Also, it would be nice to see the request as pending on the schedule on my end so I can just accept or approve the request and it will populate the schedule. Instead of creating the schedule.
A text & email to client /payer and caregiver should be sent as soon as there is a schedule time edit /change on a previously created shift.
Please do the necessary to have the system programed to send notification (ideally text and email both) whenever there is a future edit to the schedule like time and or duration change.
Persoanl Calendar
It would be great if you could schedule meetings with clients and caregivers from the Personal Calendar. This would save time and be a place you could manage your schedule. Only really be used by Managers.
Management App Schedule Meetings
It would be great if Agency App allowed Managers to Schedule Meetings with Caregivers and Clients. Specifically with Caregivers where we are reviewing performance and can add notes to the meetings.
I suggest creating the ability to undo deleted shifts.
I accidentally deleted several shifts in bulk delete for the wrong month. It deleted already clocked in shifts. I lost a whole week of shifts. It was meant for the next month. Please create a way to undo deleted shifts even if it gives us only like 30 minutes to do so.
calendar view template - mass email of schedule
When sending mass email of the staff schedule, instead of sending it in a list format, can the calendar pdf format be generated individually and be sent out instead. I believe this is more convenient for the caregivers as it displays the service type and will show open dates in their calendars.
Canceled for No Coverage
Would it be possible to Add Canceled Shift for No coverage. This is an important metrix to track that it implies not enough staff. Critcal reason to cancel shift.
We greatly appreciate your feature request and your dedication to enhancing our platform. We are happy to inform you that this workflow can be achieved in our current iteration. The Schedule Status "Unapproved" also functions as a cancellation status. You may rename this status in Settings>>Schedule Status>>Unapproved.
You can extract this information via reports as well. Reports>>Scheduling>>Shift Cancellation Report
Open Shifts
Is it possible to place reason for shift decline into the open shifts scheduler. Often when we open a shift because of a decline another scheduler will put same person back in because there shift request does not go away.
We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.
Be sure to keep an eye out for the improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.
Thank you once again for being an essential part of our community!
Schedule review
I suggest you add a link under the scheduling drop down menu that brings you directly to the schedule review. It takes alot of steps to get to going through the missed clock in and out widget.
Thank you for your feedback. There is a link to the Schedule Review, or Time Tracking Review from the Schedule Module in Caresmartz360.
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