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.
I recommend creating a Staff Application Form similar to the Caregiver Application Form to standardize the hiring process for roles such as HR Administrators, Coordinators, Case Managers, Nurses/Directors, and Office Managers.
I recommend creating a Staff Application Form similar to the Caregiver Application Form to standardize the hiring process for roles such as HR Administrators, Coordinators, Case Managers, Nurses/Directors, and Office Managers. This will ensure a structured, inclusive, and efficient recruitment process, benefiting the business.
Please change the calendar in Caregiver Applications
Please change the calendar in Caregiver Applications so I can enter date range instead of having to click 48 times to go back to 2021.
Thank you for your Feedback. Caresmartz360 uses standardized calendar date pickers throughout the system.
Please see the article on using them for assistance with date ranges in the deep past.
https://www.intercom.help/caresmartz/en/articles/10872799-using-the-calendar-icon
incident report character count
Hi,
If you could increase the allowed character count for incident/injury. We require detailed descriptions for incidents/injuries so it is relaly important to have a lot of characters so that caregivers can be thorough and descriptive.
Adding task to be seen by caregivers for open shifts
Allowing caregivers to see task in open shifts. this would help them to see what is needed to help decide if they want to take the shift or not.
Add a Search Box for Reports
It would be incredibly helpful to have a search box available in the report tabs to quickly locate specific reports. While this suggestion was previously raised and dismissed four years ago, the reasoning provided was that existing workflows already accomplish this. However, after reaching out to support, I found that no such functionality currently exists.
Manually browsing through 60+ reports to find the right one is inefficient. A simple search feature for report names would significantly improve usability and save time. I’d love for this request to be reconsidered.
Assessment/Change in Client's Care Plan
I wanted to suggest a new implementation idea when agencies are creating a new assessment or care plan for their clients. Currently, the system is not set up to modify a client's current care plan easily. Once it's completed and let's say the client's care changes, we have to create a new care plan and start over. This could be confusing and it not efficient. Some of my client's care plans changes monthly, depending on their care. In this case, I could have over 5-10 different care plans in the system, and it is confusing for me and my office staff. I am suggesting the implementation/IT team look into a way that office administrators can modify a care plan without having to start over and create a new care plan each time. Thank you.
When creating invoice can you show all clients so we can check the clients we need to bill instead of having us type in each client name?
We only have the option of selecting all clients or typing in each client one by one that we need to bill. It would be better to see a list of all clients with option to select all or check one by one.
When adding master schedules, are you able to add "Copy" so we aren't forced to enter every little detail again for a new shift, same caregiver.
I had to add four separate master schedules. Same caregiver.
Friday 10a-6p
Saturday 10a-6p
Sunday 8p-8a
Monday 8p-8a
Had I been able to copy or duplicate the Friday shift with ability to modify Friday to Saturday but leave everything else the same then I would not have to re-enter each detail. Same with the Sunday and Monday shifts.
Customer support service by UserEcho
