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.

Add training video on how to use app accessible on the app itself.
It would be very nice to be able to add a training video caregivers could access right from the app that shows them how to correctly use the app in easy steps. It can be an inconvenience for the caregivers when they have to come into the office for us to show them how to use the app in person. We do have instructions on paper but sometimes caregivers are better visual learners so I would think that this feature may be able to help alleviate this problem. If you do decide to add videos, please also add another video to show the processes of how back-to-back schedules work as the process is slightly different. Thank you!

Task/Communication Date Range Selection
Hello, I have feedback for the CareSmartz Admin portal. When looking for Task/ Communication for a client, prospective client, or a personal care worker the Date Range is a little annoying. I think it should automatically show 1 year of notes you can scroll through. If you need something prior to the year showing, the date range would be helpful. In the middle of a call with a client and you would like to find notes. Seeing No Records Found and having to select a date range for notes entered a week ago is not ideal and not very helpful. Please let me know if there's a better way around this issue.

Thank you for submitting your software enhancement request. After careful consideration and analysis, our team has determined that the ask you have made is not feasible at this time. A default time range of one year could pose significant performance issues for many agencies.
There is a report that may help you. Reports>>Client Reports>>Task/Communication Report
We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.
We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.
Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.

Next button to view different client/caregiver files
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

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!

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.

Put in security for our clients this would be 2 step authentication please contact me to discuss further
Hacking is so prevalent I’m surprised that security hasn’t been added.

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).
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.

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