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.
alert caregivers when a change to their schedule
I suggest that the system sends out an alert to caregivers when there is a change to their schedules.
Allow us to create a Prospective Client with minimal information
Currently there are too many fields set to "REQUIRED" in the Prospective Client form. Please reduce the number to just a name and phone number or name and email. Sometimes that's all we have to go by.
Thank you for your feedback. We have minimized the number of required fields needed to create a Prospective Client.
60-Day search limit.
The New UI took a step back with the Client profile > Billing > Invoices tab. In the old UI you would automatically see all open invoices. Now you have to search for them, and you are limited to only searching 60-days at a time. There should not be any limit on the timeframe that you can search. This 60-day limit makes this tab way less functional and makes it way harder for someone to see a clients account status. This 60-day limit should be removed.
This same 60-day limit is being imposed on the Notes & Tasks > Notes tab, and both the SMS & Email Logs. This causes the same issues as above.
Blank Printable Assessment Form.
Share your thoughts on printing blank assessment form on the go.
Caregiver location / Live Map
Current location of Caregiver can be tracked in Live Map to ease Scheduling.
We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.
If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!
CRM development
The app does not have a full CRM capability that can handle a funneling system. this can help in measuring each Referral source when a Lead is referred. This will allow a company like ours into monitoring and measuring the potential of each Referral source and the lead that we get.
Internal chat feature
It would be great if we can have a chat feature for chatting with both internal and external team members.
Map of all Clients
I would like a way to see all our clients locations on a single region map
We wanted to express our gratitude for your recent feature request. Your input is invaluable to us, and we're excited to let you know that we've submitted your suggestion for development. Our team will now assess its potential and explore ways to incorporate it into our platform.
Stay tuned for updates on the progress of your request. We appreciate your ongoing support and are dedicated to delivering a better experience based on user feedback.
Customer support service by UserEcho
