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.

0
Completed

Master Schedule

Tamra Thiessen 4 years ago updated by kate lewis 2 years ago 2

It would be helpful to have the option of the agency/office to be able to see the entire monthly calendar without it being published first

Answer
kate lewis 2 years ago

We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.

If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!

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Planned

Agency Team calendars??

Tamra Thiessen 4 years ago updated by kate lewis 2 years ago 1

Could there be a office team calendar so that we can see team meetings, nurse assessments booked?

0
Under review

please inactivate the associated party

Tamra Thiessen 4 years ago updated by Lisa Izzo 4 years ago 1

Image 70

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Under review

add drop down in prospective client to inactivate but keep info

Tamra Thiessen 4 years ago updated by Lisa Izzo 4 years ago 1

It would be really helpful to be able to move prospective clients to inactive, so that they are removed from being listed as prospective active client (same as below)

Image 69

0
Declined

colour coding caregivers in schedules

Donnaleah Devries 4 years ago updated by kate lewis 2 years ago 1

it would be easier to read a full schedule if we could code our caregivers with their own identifiable characters such as colours. when you have a Long term resident with ten caregivers in the schedule it makes it very difficult to read

Answer
kate lewis 2 years ago

Thank you for submitting your software enhancement request. After careful consideration and analysis, our team has determined that the ask you have made is not feasible at this time.

We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.

We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.

Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.

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Completed

In Payroll settings allow for a two week payroll parameter without the split shift in the middle

Donnaleah Devries 4 years ago updated by kate lewis 2 years ago 1

Payroll section in setting, it allows pay period parameters of biweekly, but it still cuts the shift on nights on every week bases. for example my payroll is Monday to Sunday two week interval. The middle Sunday it cuts the night shifts and makes them two, this causes a lot of confusion to invoices and to payroll. if I set the parameter to two weeks I do not want any slicing of shifts unless it is a holiday for the whole two weeks.

Answer
kate lewis 2 years ago

We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.

If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!



https://www.intercom.help/caresmartz/en/articles/5314211-office-settings-payroll-article

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Declined

Prospective Caregiver Profile

Eva 4 years ago updated by kate lewis 4 years ago 1

would like to know if the Agency can create the Prospective Caregiver profile beforehand and when the prospect applies through the form, the information gets attached to that Agency created profile.  This would be a great feature to add for your agencies - they would love it.

Answer
kate lewis 4 years ago


The current workflow around the Prospective Caregiver profile is a carefully crafted one. Allowing the application to generate the profile actually saves the agency users time and effort.  Rather than building a profile and hoping the applicant fills in the blanks, the current process puts the onus on the applicant to provide a robust profile of themselves that can then be augmented via an interview follow-up. 

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Under review

It would be nice to have a report that shows revenue by Service Type. Thanks

Bruce Frauley 4 years ago updated by kate lewis 2 years ago 1
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Under review

On the Scheduling Screen it would be Awesome to Have a APPROVE button next to the Delete button

Bruce Frauley 4 years ago updated by Lisa Izzo 4 years ago 1
Answer
Lisa Izzo 4 years ago

Hi Bruce!

Is there where you want it? in the window where the schedule is created?