1. When the homemaker misses the schedule, on the next day that day for another day instead of deleting the schedule and creating a new schedule the homemaker misses the schedule again the problem it doesn’t show in the dashboard (Missed Clock-In/Clock-Out) because it was triggered before can you please make it with multiple triggers in case this happens in the future will trigger and in case the homemaker clock in & out will indicate in EVV plus the tasks.
2. The time threshold when set will be a global change for all clients. Can add an option to do it individually in case want to apply for certain clients that will not effect on all. When changing the radius from the main sitting it will be a global change plus it can be changed individually from the client's main page.
3. Deleting bulk schedules can be used only for active clients but for an inactive client not showing so if need to delete inactive clients' schedules need to activate the client, delete the schedule, and inactive the client again. Can you add an option for the inactive client as well or remove the restriction to show all clients.
4. Caregivers working in different agencies using Caresmart every time need to keep logging in & out to follow the schedule. It’s possible to add an option to be able to switch agencies without login & out.

We work from home doing housing research, and this is a fast-moving service.

I would like caregivers to be able to claim an open shift without my approval. Open shifts are meant to encourage workflow, but waiting for approval slows everything down and stops caregivers from being paid for their time.

I have been told that adhoc is an option for this; however, adhoc scheduling is messy because I have to approve the shift without being able to look at the notes. This requires me fake the approval, remember which shifts have fake approval, unapprove them, open and read notes, re-approve. It's a challenge. 

It lists the staff who missed clock in/out but there is no indication if the clock in has occurred. It is not ideal while in the store to look on the computer to see if someone clocked in and this makes it a lot higher risk that someone does not show up for their shift and you do not realize it. Also, one of hte advantages of CareSmartz is it will auto notify people so we do not have to. What's the point if we still have to follow-up with them to ask if they clocked in.

If there is a second client in the home, the caregivers need to access both profiles. The suggestion made from IT was to add a shift not billable and not payable in the schedule, but this takes a lot of extra time. CareSmartz is a scheduling service for homecare and often there are two clients in the same home. Please address this and fix. You should be able to link two client profiles together- there are other systems that can do this. 

It would be great to have a printing button to print reports without having to export a file.

Allow to create back to back shifts with different clients without having to disable the "do not allow overlapping schedules".  We have some families that have two clients in the same home. We need to be able to create shifts one right after the other, but "conflict of schedule" does not allow the shifts to be created. Having the warning pop up with the option to ignore would be good, however we don't want that option for actual overlapping. 

I would like to receive notification of new forms entered for dmas 99 and checklist for supervisory visits.

It would be VERY helpful to have a check list with some flexibility in naming/labeling the steps/boxes for Prospective Clients. Eg. Date of Initial Intake Call; Email sent to office staff; Follow up to book assessment (w/date called); Assessment (date booked); Assessment Completed; BlueCross form received; Care Plan Completed (date); Ready to convert to active client.