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.
Internal chat feature
It would be great if we can have a chat feature for chatting with both internal and external team members.
Add "Referral Source" as a category on the left side of the screen
Allow entry of referral sources as their own category in addition to "Clients and Caregivers" so that "Referral Sources" can be accurately tracked and updated. The address book column "referral source" should be changed to "category" so that each contact in CS360 can be tagged appropriately. The column "referral source" is named incorrectly. This is important for agencies who actively market their services and build referral relationships.
Caresmartz Admin App
There should be an option to message the caregivers back and reply to their incoming messages through the app. As well as send them messages. The point of the app is to be able to be mobile and monitor your business but we can't reply to incoming messages. This doesn't make sense and is a hindrance. The app almost seems useless. I have used other apps that the app will also have a notification if a clock in is missed etc. All this app allows you to do is see the schedule for the day and the contact information for the client and caregiver. The numbers aren't live links that you get then tap on to dial. You can't make any changes to the schedule through the app besides editing the existing schedule.
Add the task/communication link to the main tabs on the caregiver profiles.
Clicking the 3 dots on the right hand side to access the "task/communication" page in the caregiver profiles is an added step that I feel can be allieviated. We already have the task/communication tab on the client profiles, can we please add this to the caregivers?
We really appreciate your patience and all the inputs you provide for the system improvements. I would like to inform you that our team is currently working to revamp the complete system in order to make it more user-friendly with the new outlook. It will accommodate the request you have made.
It is imperative that key documents for clients can be seen when using the agency app.
We incurred a situation where a client was taken to hospital. We could not access the key documents from the agency app. This would be a fantastic improvement and very much needed!
Create Tasks For Multiple People
We should be able to select multiple clients or caregivers or staff when creating tasks as they may have the same task due on the same date and it takes up admin time to go into multiple people and create separate tasks. We should also have the option to make tasks reoccurring. This is a basic function in all other software I have used prior to caresmartz. Such as wellsky and ersp.
Customer support service by UserEcho
