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.

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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

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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?

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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.

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Under review

Task Report by Client

Peter Gray (Staff) 5 years ago updated by Lisa Izzo 5 years ago 1

On the "Task Report By Client" the caregiver note is too small on the pdf download. Can the pdf that is downloaded from CS360 be made bigger to fill the page more? Or... if the Excel download could be fixed so the caregiver note is showing completely? It currently only shows 1 row & I have to manually expand the caregiver note row for every shift to show the complete note. 

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Under review

On The Global Communication Log Be able to Search and Sort the columns Subject, Names and Created By

Christina Henry 5 years ago updated by Lisa Izzo 5 years ago 1
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Under review

Payer Identification

Peter Gray (Staff) 5 years ago updated by Lisa Izzo 4 years ago 3

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Fixed

Number Pad doesnt work when entering compliance or certificate numbers

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

Number Pad doesn't work when entering compliance or certificate numbers for caregivers

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Completed

Add to Communication a column to show which office member the note was created by

Christina Henry 5 years ago updated by Lisa Izzo 4 years ago 3
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Under review

URGENT: Prospective Clients Prospective Clients

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

Allow to create a prospective client profile with minimal information.  For example address - not all clients want to provide their full address during inquiry information.