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.
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.
Additional Services
Here Is what I am needing for additional service for our new Non-Emergency Medical Transportation (NEMT). Please look over and let me know if you are able to provide. Here's the link: https://play.google.com/store/apps/details?id=driver.cab.com.aero1&hl=en_US
Add the break deduction to be automatically
Add the break deduction to be automatically. Half hour for shifts worked more than 6h and less than 14h and one hour to shifts worked more than 14h
adding more login method
I would like to suggest to add more login method to CS360. I have clients in one house cared by multiple caregivers. I would like to place a single device so they can clock in and out/adding notes etc using this device. for example, it would be very nice if they can log-in/out using QR code. Thank you.
Key Documents - bulk upload
Make it easy to add a document for all Caregivers (i.e. an Employee Handbook), rather than having to upload and share the document on each Caregiver profile
Mgmt alerts when an Incident Report is submitted
Until there is a way to generate a report on Health and Safety incidents, have a management email alert when a new incident form has been created. That would save A LOT of time, because right now we have to go back through each profile to pull the information, and track it outside of Caresmartz, in an Excel sheet :-( Not efficient!
Ability to generate management reports on Health and Safety Incidents
For quality control and reporting requirements (government and accreditation) we need a way to generate reports on number and types of incident reports files. In fact, it would be helpful to have that on the management dashboard. By incident/injury to Client, by incident/injury to Caregiver, by type of incident, and frequency. Would rate this as a very high priority.
Customer support service by UserEcho
