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.
Client/Assessment/Task
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.
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.
Make it possible to see "Modification History"
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!!
Make the "Service Type" to both Caregiver and Client Schedule visible.
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.
Home / Reports / Recent Reports / Caregiver Payable Hours
We have 4 different offices.
Can we have a sorter in place to sort this report by each office.
Thank you for your feedback. We added report enhancements this spring. https://www.intercom.help/caresmartz/en/articles/7435999-what-s-new-april-26-2023
Cancel multiple shifts at once
Like Bulk Schedule Delete you don't necessarily want to delete all shifts but being able to cancel multiple shifts at once is more efficient than having to individually change each shift.
Caregiver availability in app
When the caregivers update their availability via the app there should be an email notification to the office/admin that this has happened so we know in real time. instead of having to run a report.
Add the unavailability/availability tab to the clients profile as well
Add the unavailability/availability tab to the clients profile as well
Customer support service by UserEcho
