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.
Task/Communication Date Range Selection
Hello, I have feedback for the CareSmartz Admin portal. When looking for Task/ Communication for a client, prospective client, or a personal care worker the Date Range is a little annoying. I think it should automatically show 1 year of notes you can scroll through. If you need something prior to the year showing, the date range would be helpful. In the middle of a call with a client and you would like to find notes. Seeing No Records Found and having to select a date range for notes entered a week ago is not ideal and not very helpful. Please let me know if there's a better way around this issue.
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. A default time range of one year could pose significant performance issues for many agencies.
There is a report that may help you. Reports>>Client Reports>>Task/Communication Report
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.
Next button to view different client/caregiver files
I find it takes too much time when switching from client to client or caregiver to caregiver - having to go back to client/caregiver list to switch to the next file. It would make much more sense to click a "next button" to view the next caregiver/client
We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.
Be sure to keep an eye out for improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.
Thank you once again for being an essential part of our community!
Send all conflicts when publishing master schedules to the "open shifts" to be reveiwed or create a place to send them for review. Once I publish, I need to manually find the errors and the list i "Screenshot" does not provide all details (cut off).
The system needs to have a way to Send all conflicts (when publishing master schedules) to the "open shifts" to be reviewed OR create a place to send them for review. Once I publish, I need to manually find the errors and the list i "Screenshot" does not provide all details (cut off). Please make this possible for me.
Home / Reports / Recent Reports / Caregiver Payable Hours
We have 4 different offices.
Can we have a sorter in place to sort this report by each office.
Thank you for your feedback. We added report enhancements this spring. https://www.intercom.help/caresmartz/en/articles/7435999-what-s-new-april-26-2023
Caregiver availability in app
When the caregivers update their availability via the app there should be an email notification to the office/admin that this has happened so we know in real time. instead of having to run a report.
Customer support service by UserEcho
