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.

Invoice
We should be able to create manual invoices, not associated with a Caregiver or shift, for instance for random transportation requests.

Hospitalizations and alerts
Is it possible to add a place to client hospitalization logs and alerts if the client is logged to a hospitalization. this alert should be out to go to office staff and nurses just like the other alerts or even the option to log it like a communication.

Assessment (Care Plan) NEEDS IMMEDIATE ATTENTION
With the assessments, the CarePlan task is developed HOWEVER when another assessment is opened whether it is a Nurse Assessment or a Supervisory visit all of the tasks disappear unless that other form is marked complete. The supervisory visit is different from the Assessment so there is absolutely no point in overriding the Assessment for the Sup visit.
Care [Plans are very imperative to the care of the client. There should be a way to develop the task list individually for our clients where the tasks are ALWAYS showing up for the caregiver whether a Supervisory visit has been opened after an assessment or not. Yes, there is a way to add tasks to each Service Type however it is not Person-Centered or Specific to each individual client just each service type.
Having to open and complete a new assessment each time a form is created just so that the caregivers can complete the task is beyond double working.
There has to be a way to make the client's care plan separate from anything that can be overridden by another form that has nothing to do with the specific form. Now if another assessment was opened after that Nurse assessment was complete it would make more sense. For a care plan to be overridden by a supervisory visit or any other assessment form does not make any sense at all. Please add a way to develop a client-specific care plan that will stick with the client unless updated.

Clocking out After Mandatory Completing task
Please update the clock out option to be given to the employee right after completing all the task for the day. Currently the employee has to know to go back to the main menu and press #2 again to clock out successfully. Not the best experience. I think the system should ask right away after the employee is done completing the task if they would like to clock out.

Caregiver Portal Communication
Would it be possible to have a common Bulletin Board in the Caregiver portal. A place where you could post documents you want all staff to see. Like Health Safety issues. Minutes from a Health and Safety meeting, Company wide announcements. Changes or updates to government regulations. Like a HR bulletin board. Does this exist?

medication dose
i want to add medication dose as in 20mg, 2 tablets twice a day. i can only enter this in the notes. under dose/frequency it only gives the options to select bedtime, morning, noon, evening. it will not allow you to put Milligrams or number of tablets

2 Caregivers scheduled at same shift by mistake...
Allow the system to alert the scheduler if they're scheduling 2 caregivers for the same shift. Although we sometimes might need 2 people at the same shift, it could also be double-scheduled by mistake, and it'd be nice to have a warning. Thanks!

Caregiver Compliance Documents Uploaded Notification
It would be beneficial when caregivers upload/update their compliance documents (Driver’s License, Auto Insurance, etc.) that HR or Client Coordinator gets an email that the documents have been updated.
Customer support service by UserEcho