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.

+9
Completed

Add a agency user mobile application

Lisa Izzo 6 years ago updated 3 years ago 3
+8
Under review

alert caregivers when a change to their schedule

Tamra Thiessen 3 years ago in Scheduling updated by kate lewis 2 years ago 1

I suggest that the system sends out an alert to caregivers when there is a change to their schedules.

+8
Completed

Allow us to create a Prospective Client with minimal information

Tim Cooke 6 years ago in Client Module updated by kate lewis 2 years ago 2

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. 

Answer
kate lewis 2 years ago

Thank you for your feedback. We have minimized the number of required fields needed to create a Prospective Client. 

+7
Completed

An Administrator's App to run the application from a smartphone. Urgent need.

Dawn Zuill 6 years ago updated by Lisa Izzo 3 years ago 5
+7
Declined

Blank Printable Assessment Form.

ruby mehta (VP Sales) 7 years ago in Client Module updated by Lisa Izzo 5 years ago 1

Share your thoughts on printing blank assessment form on the go.

+7
Completed

Caregiver location / Live Map

ruby mehta (VP Sales) 7 years ago in Scheduling updated by kate lewis 2 years ago 1

Current location of Caregiver can be tracked in Live Map to ease Scheduling.

Answer
kate lewis 2 years ago

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!




https://www.intercom.help/caresmartz/en/articles/7135598-what-s-new-march-29-2023#:~:text=Caregiver%20Location%20Tracking

+6

Internal chat feature

ed 1 year ago 0

It would be great if we can have a chat feature for chatting with both internal and external team members. 

+6
Under review

Map of all Clients

Lisa Izzo 6 years ago in Scheduling updated by Annie Pickerd 8 months ago 2

I would like a way to see all our clients locations on a single region map

Answer
kate lewis 2 years ago

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.

+5

CRM development

Raymund 12 months ago in Client Module updated by Jay Skinner 2 months ago 3

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. 

+5
Completed

Add "Unavailable" to Caregiver calendar from Schedule Calendar View

Brian Perruccio 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 3

When in the Caregiver Schedule Calendar view it would be great if you could add an "Unavailable" marker directly from that screen.  Sometimes you are going through the staff in that view and someone will comment "I'm busy this weekend".  Would be great to be able to mark that on the calendar right from there instead of going back to the Caregiver Profile