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.
PC client flowchart/check list similar to the applicant check list
It would be VERY helpful to have a check list with some flexibility in naming/labeling the steps/boxes for Prospective Clients. Eg. Date of Initial Intake Call; Email sent to office staff; Follow up to book assessment (w/date called); Assessment (date booked); Assessment Completed; BlueCross form received; Care Plan Completed (date); Ready to convert to active client.
Please add authorization to conduct criminal background check to Caregiver application form
"For compliance reason"
Thanks so much for sharing your feature request—we really appreciate your input. We're happy to let you know that we're already working on improving this part of the workflow, and your suggestion fits right in with our plans.
This update will be part of the upcoming enhancements to our Settings UI/UX, so keep an eye out for those changes in the next few months. Your feedback helps us make the platform better for everyone.
In the meantime, you are able to add the authorization text to the existing form as a question.
Thanks again for being a valued part of our community!
Add a caregiver applicant rating system to manage applicants
Thinking maybe a bit of application tracking in the applicant section. As applications come in and we speak to them we rate them 1-5 stars. Many applicants don't get hired right away it would be nice to go back to them with a rating.
Custom Pop Up Alert for Agency Use
Please add the ability for agency users to create a custom client pop up alert, visible only to agency users, that pops up in all client modules. We often have very sensitive situations in regard to clients which must be considered when scheduling, contacting the client or POA, etc.
Clocking in and out from different addresses
It would be great to have the option to set different address for clock in and clock out on the recurrence . Seems very time consuming to open each individual shift to make the change to allow the caregiver to choose the address. We have several clients with recurring schedules Monday to Friday that get picked up by the caregiver at their day program when the shift starts, and the shift ends at home a few hours later. We would have to open hundreds of shifts to make this change.
Personal Calendar Widget for tasks
Hi, I think a personal calendar widget that syncs with tasks and google calendar would be amazing!
Suggestion for Caregiver Main profile Page
I would like to bring this to your attention. Could you please add the "Rehire Date," "Referral Source," and "Referral Date" fields to the Caregivers Profile page? This addition would significantly enhance clarity and facilitate the tracking of important information. Thank you!
Customer support service by UserEcho
