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.

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.

I do NOT like the new dashboard, it is more work to see the things I need.1. Care notes I should see a week at a glance, and when i click it should be open large, not have to adjust dates and scroll all over a small space. I should be able to see all easl
1. Care notes I should see a week at a glance, and when I click it should be open large, not have to adjust dates and scroll all over a small space. I should be able to see all easily, not have to search and adjust a small space, it takes more time and eye strain.1. It is called Care Alerts, It pops up today,,, notes are not done yet. Know I can change the dates, it is still smaller than before, I was hoping for larger, easier to use, not more steps
2 Open shifts should be easily seen as well.
3 Key things are difficult to see and use!
Care Notes, Open Task, Compliance, Open shifts
4 Compliance, New dash board says 0 expired, Old has several expired
5 Suggestion,,,,,,, things should be like the Pre Screening, where I can see and easily scroll, and extend the date if i wish

under client
Would it be possible to have picture of client with their address, phone number date of birth- health card number - their MD listed and allergies in top corner of their profile and POA- all these offer ease when doctors looking at client charts versus having to scroll in the chart to see all this information- other POC/Electronic Record platforms offer this feature.

allow caregivers on their apps on phone
Please add feauture to allow caregivers to see who their care coordinator is for their client on their app- currently agency app we can see this but most helpful if caregiver APP also staff can see who the Care Coordinator is to call for their clients

reference letter
Please add a place where we can upload caregiver's reference letters or letters of recommendation under the HR tab in the "References" section. There is currently only a place for names and phone numbers of references.

Key Document Notification
Can we (the office) receive notification when a caregiver uploads a Key Document to their profile? If they have to email us to tell us, then it defeats the purpose of uploading them to CareSmartz.
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