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.
When all caregivers make the same amount of money no matter what their service type is
Hi, for our organization, no matter what the service type is, the caregivers are each paid their hourly rate. It' super time consuming when we add a new bill rate to go to every single caregivers profile and add this service type manually. There should be a way to just have one button that the caregivers wage is always the same no matter what the service type is
Caregiver Notes and Invoice
Insurance companies and the VA requests care notes with invoices. It would make life more efficient for us, and them, to get ONE email and not 2. The email icon after creating invoice should be able to attach notes. Running this business and having to go elsewhere to download and upload 2 documents is not efficient not the best use of our time.
Billing with Authorization ID
After being in this industry for over a year, we've got a handle on how private insurance folks operate. It became clearer once we began taking insurance plans and signing contracts with authorization IDs. After hearing some advice from a manager at one of our contractor companies, they emphasized the importance of including authorization IDs on our invoices for better tracking. Frankly, I'm let down by the fact that CareSmartz360 doesn't allow us to customize our invoices. I get that they don't offer a wide range of services, but still, it's a bummer.
Having authorization ID with service type and the option to have the caregivers name on the invoice.
Invoice
We should be able to create manual invoices, not associated with a Caregiver or shift, for instance for random transportation requests.
Credit Card Fee
Please add the ability to add a credit card fee. For example, under the payer when entering the information, have a checkbox to turn on or off and when you create an invoice it auto-calculates that fee we specify in settings (i.e. 2%). Currently, I have to go through and add an expense, and it looks strange attached to that specific shift on the invoice. I also think it is hard to remember all the time to do and is time consuming. Our other system allowed this feature, and it made it so easy.
Create ability to process all invoices with payment method on file all at once
Create ability to process all invoices with payment method on file all at once and send email with invoice to client or contact or payer, all with a click of one button.
Auto Charge invoices
I'd like to be able to auto charge invoices when using the billing option inside the system.
Payment Types
Please add ACH and Zelle as additional payment options so records can be reflected accurately.
Thanks!
Thank you for your comment!
Good news! This option is already available to you.
Navigate to Settings>>See All Settings>>on the left side, you will see the Modules, select Client>>DDM Client Management
From that drop down list, you can select Payment Type and click on the green plus button to add the new payer types you require.
Customer support service by UserEcho
