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.
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.
Pre-screening process
We would like to be able to have the entire team access the pre-screening process, this would include the (admin/Agency users if possible. Please note the Nurse cannot complete a pre screen upon entering the home without changing status to caregiver, neither would the manager upon the initial visit. This would allow us to identify issues or concerns with the system itself as well, we would not be able to physically see concerns without using it ourselves. Please consider thank you in advance
Send alerts to Caregivers who do not clock out successfully even after marking shift Injury Free
Send text alerts to caregivers who have marked themselves as injury free but have not successfully clocked out.
report
On CaregiverNotesReport, please add a "Client Status ID" to allow the selection of Active, Inactive, Other, Terminated" to help filter the selection of clients when running the report.
Mouse over examples in Cell
Mouse over cells should give examples of how to enter the info. For example, when applicants are entering the address, an error comes up when the zip code is entered without a space between the first and last 3 characters. 1A34B6 (system gives error). However, when the zip code is written as 1A3 4B6, with a space in between, then it is correct. If this error persists then it would turn off applicants.
Thanks
Please add an option to delete applicants. We have the option to "reject" them, but they are still visible and clog up our application list. Some applications are coming through numerous times. One applicant this month had 9 submissions.
We have the option to "reject" them, but they are still visible and clog up our application list. Some applications are coming through numerous times. One applicant this month had 9 submissions.
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.
In order to protect the integrity of the data, profiles cannot be deleted at this time. You can filter out Rejected applicants from the applicant listing to keep only active profiles visible.
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.
Tasks & Communications for Other Staff
I would like to be able to run a report of tasks and communications for other staff to be able to effectively monitor and manage them.
Using Caresmartz to view documents
Using Caresmartz to view documents. In applications like Google Drive when a PDF is viewed a preview appears and is this possible in Caresmartz? The request is that it is possible to view certificates and other documents without having to download them?
Provide a way to merge user profiles that are clearly duplicate users
Please provide a way to merge user profiles that are clearly duplicate users. I do not want to have 2 profiles because I was not set up correctly as an admin in the system the first time. Salesforce does a good job with this and you could use as a template. If you do not have access to SalesForce, I would be happy to explain to you.
Customer support service by UserEcho
