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.

can we add HR compliance tab to the clients profiles?
can we add HR compliance tab to the clients profiles?

Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better.
Can you help us understand what aspects of the HR tab you would like to see/capture in the Client profile? Human Resources is a place to document and organize information with regard to Caregiver employment and as a result, is not relevant to the Client.

Add Supervisor filter to compliance reach
Can we add Supervisor to the filter for compliance? This will help us eliminate work on our end.

Caregiver Compliance Documents
It would be beneficial if caregivers could get a pop-up notification when their compliance documents (Driver’s License, Auto Insurance, etc.) are expired or coming due. Caregivers tend to ignore emails.

allow longer phone extensions- many of them are seven digits long and you only allow for 4 digits
For phone extensions- you only allow 4 digits but many client phone numbers in Nova Scotia are 7 digits long- especially if they are living in a senior complex/appartment building

A report that a shows caregiver usernames. or reports that can be customized in general.
allow for customizable reports so we have the option to decide what information we need.

Thank you for your feedback. I have submitted this request for review and potential addition to our roadmap.
Custom reports currently exist in Caresmartz360 under the reporting module. If you have questions about how they work, please reach out to support.

Disciplinary Issues
I need a place to document my caregiver's misdemeanors in their HR tab. I would like a separate header similar to "Meeting Pay Rates", "Separation History", "Caregiver Compliance" where we could add fields of common offences. We need to keep track of the date of the offence, the action or remedy taken. This will help us with matching caregivers to clients and when it comes time to let the caregiver go we will have sufficient evidence to support their dismissal.

The Injury Button on Client Shift in APP
This button could be very effective for an agency if the scope was broadened. I would suggest you make it a "Incident" Button vs Injury and you have a some Drop Down Options to select. Suggestions: "Priority or Degree" High, Medium, Low. Then a Drop down for What is the Incident: Client Fall, Caregiver Injury, Medication Issue, Complaint, Near Miss, Other
You still have a small area to write a note and attach an incident report which is already in place.
Then the system will track the number if incidents and the type of incidents in the Report already created. This could be a very powerful tool for Agencies if its scope is expanded slightly. We never use the Injury button now but could use it daily with all our clients if it is adjusted to incomporate a broader scope.

Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better.
The Injury reporting is for the health and safety of the employees and should be used in conjunction with a robust agency policy.
Additional Incident reporting is worth considering. In the current iteration, Incident reporting and complaints can be documented via notes or the Client Feedback tool. Agencies are encouraged to have their own internal policies for these. We provide tools to facilitate documentation.
Customer support service by UserEcho