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
Under review

Send alerts to Caregivers who do not clock out successfully even after marking shift Injury Free

Josh 5 years ago updated by kate lewis 2 years ago 1

Send text alerts to caregivers who have marked themselves as injury free but have not successfully clocked out.

0
Completed

report

Peter Gray (Staff) 5 years ago updated by Lisa Izzo 4 years ago 2

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.

0
Under review

Mouse over examples in Cell

vcare 5 years ago updated by kate lewis 2 years ago 1

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

0
Declined

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.

Lara 5 years ago updated by kate lewis 2 years ago 1

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.

Image 46

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.

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.

0
Under review

Tasks & Communications for Other Staff

jwall 5 years ago updated by Lisa Izzo 4 years ago 1

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.

0
Under review

Using Caresmartz to view documents

rharrison 5 years ago updated by Lisa Izzo 5 years ago 1

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?

0
Under review

Provide a way to merge user profiles that are clearly duplicate users

Myla McKinney 5 years ago updated by Lisa Izzo 5 years ago 1

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.

0
Completed

Daily tasks report

Durga Gunda 5 years ago updated by Lisa Izzo 4 years ago 3

Hello,

I have couple of clients who are paid under insurance. The insurance companies needs Invoice and the tasks report timings to me matched. Is there a way to add the clock in and out timings instead of scheduled timings in the report?

Thank You.

Durga

0
Under review

Automated texts to clients

Mark 5 years ago updated by Lisa Izzo 5 years ago 1

I have a potential client who needs us to check on him on daily basis by sending texts. If we don't get a reply within 3 to 4 hours, he would like us to inform the medical team. Would CareSmartz develop automated texts on daily basis at a set time and then alert us if we don't hear back from him?

0
Completed

Caregiver Visit Notes - alert agency

Eva 5 years ago updated by Lisa Izzo 4 years ago 2

add this feature for agencies.  Whenever a caregiver adds a visit note on their mobile app or web browser that the system sends an alert to the agency.  Same as whenever a caregiver submits an injury report and the agency gets alerted.