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.

+1
Planned

Next button to view different client/caregiver files

Nadia Keyes 4 years ago updated by kate lewis 2 years ago 2

I find it takes too much time when switching from client to client or caregiver to caregiver - having to go back to client/caregiver list to switch to the next file. It would make much more sense to click a "next button" to view the next caregiver/client

Answer
kate lewis 2 years ago

We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.

Be sure to keep an eye out for improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.

Thank you once again for being an essential part of our community!

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.

+1
Under review

Put in security for our clients this would be 2 step authentication please contact me to discuss further

cyn 4 years ago in Client Module updated by kate lewis 2 years ago 3

Hacking is so prevalent I’m surprised that security hasn’t been added.  

+1
Under review

Send all conflicts when publishing master schedules to the "open shifts" to be reveiwed or create a place to send them for review. Once I publish, I need to manually find the errors and the list i "Screenshot" does not provide all details (cut off).

klapp 4 years ago updated by kate lewis 2 years ago 1

The system needs to have a way to Send all conflicts (when publishing master schedules) to the "open shifts" to be reviewed OR create a place to send them for review. Once I publish, I need to manually find the errors and the list i "Screenshot" does not provide all details (cut off). Please make this possible for me.

+1
Under review

DMAS-90 weekly summary to be printed in bulk format, instead of each employee/client at a time.

Tim Griffin 4 years ago updated by kate lewis 2 years ago 1
+1
Under review

Allow signatures from Clients to be recorded only one time per week.

Eugene Yang 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 3

In order to be in compliance in our state, a signature is needed from the client. Some of our caregivers have overnight schedules where the client is usually sleeping so to wake them up everyday while they are sleeping just to get a signature at the end of every shift is very inconvenient. Before EVV was mandatory, clients only had to sign once on the paper timesheets (DMAS-90) that covered one weeks worth. It would be great if you could update the system where the client would only have to sign once per week instead of having to sign at the end of every caregiver shift.

There may be emergencies where the caregiver may have to call out sick which would make implementing one signature at the end of the week very difficult to do. If you were to have the client sign on the first day of the caregiver's weekly shift, it could help alleviate this problem and have them only sign once per week even if a temporary caregiver had to work mid-week.

Thank you!

+1
Under review

Client/Assessment/Task

Frances A Beebe 4 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Image 48

Allow the Task column to be fully displayed.  Yes, we can hover, but this is time consuming and does not always work on first, second or third attempt.  Perhaps position Tasks lower or shorten Notes.  UI needs a redesign for better/improved functionality.  

Answer
kate lewis 2 years ago

There are two reports that allow you to select and print a custom date range. Reports>>Scheduling>>Weekly Schedule w.r.t Client

There is also one from the caregiver perspective. 

+1
Completed

Make it possible to see "Modification History"

Julie Blasko 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

It would be most helpful for many reasons to be able to quickly see which Admin User made a modification to a shift or reoccurrence. I really hope this can be added. With multiple office staff required to make changes it is often helpful to see who changed something. Both old info and new info would be necessary to see. 

Example:  Shift 2pm-4pm to 1pm -3pm (Who changed this?) Mary in the night shift next Monday and now Scott is in that shift (Who made this change?)

PLEASE Caresmartz!!  Make this a feature!!

+1
Completed

Make the "Service Type" to both Caregiver and Client Schedule visible.

Julie Blasko 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 2

As the person who does the Master Schedules for clients I can usually remember what shifts are what Service Types.

When things get really busy it can be easy to forget. Also, if other office staff need to answer questions from Clients, Client family members, or caregivers, it can be very difficult for them to do so when the Service Type isn't readily available.

Example: Mrs Smith's daughter may call to ask when Mary took her Mother shopping last week. When going to Mary's schedule it isn't clear because all you can see if the start and end time of shifts. Some of our clients have multiply types of visits. (Shopping, Personal Care, Transportation) 

This would be so very helpful and a feature I really miss in our old scheduling software.