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.
Add an alert feature for new shifts assigned
This is important for HR purposes to be able to see when a caregiver has been assigned a new shift (not talking about new hire date) but new shift.
Eva, can you give us a little more information about this? Are you suggesting that everytime a caregiver is assigned to a shift, someone in the agency should be notified?
Save Favorite Reports
The ability to save and/or quickly access 'favorite' reports would be very helpful.
Create pop up alert
Pop up or other way to alert to caregiver or client concerns such as allergy alerts, dog bolting out door, etc.
Add CS360 to Amazon devices
Is CS available on Amazon devices? I’m thinking specifically of the Amazon Show. It looks like a great device for Seniors to have in the home and it might be nice to have the Family Portal accessible there. Even voice activated!!
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.
How names are presented in the system
Add the ability to decide if names in the system are presented as LastName, FirstName or FirstName, Lastname
Add a shift status "approved without notice"
This shift status is needed for shift canceled without notice. When this status is picked the hours for the shift will be paid and billed but the mileage will not be paid or billed.
Ability to delete all shifts for a caregiver and client.
There should be some way to delete all shifts for a particular caregiver and client. The way it is now, I have to sift through years' worth of client shifts to delete all the shifts for one specific caregiver.
Thank you for your feedback. Caresmartz360 provides a variety of workflows to suit your needs.
1 - when deactivating a client, an option appears to delete all future visits
2 - when deactivating a caregiver, an option appears to move all future visits to "Open" or unstaffed
3 - There is a multi-edit function that allows you to reassign all visits to another caregiver. https://intercom.help/caresmartz/en/articles/5672712-multi-edit-option-under-schedule-calendar-and-client-s-calendar
4 - There is a bulk delete option for deleting all visits in a given date range. This is not reversible, so please proceed with caution. https://intercom.help/caresmartz/en/articles/2133013-bulk-delete-schedules
Military Time for Payroll
Please give the option for military time to be used for payroll purposes. In addition to that, it would also allow reports to show the military time as well.
Manually add a candidate’s profile into the system before sending them an application, for internal tracking purposes. Then, after the candidate submits their application, have CareSmartz automatically match it to the existing profile
I’d like to ask about a functionality related to the applicant tracking process in CareSmartz.
We’re currently exploring whether it’s possible to:
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Manually add a candidate’s profile into the system before sending them an application, for internal tracking purposes.
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Then, after the candidate submits their application, have CareSmartz automatically match it to the existing profile (based on their email address or phone number) — instead of creating a duplicate profile.
Our goal is to streamline our tracking process and potentially eliminate the need for external ATS tools.
Customer support service by UserEcho
