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
Completed

In Open shifts manager be able to text right from the caregivers name so you can let them know easily you are adding them to that shift

Christina Henry 5 years ago in Scheduling updated by kate lewis 3 years ago 4

Have it set up just like it is in Time Tracking Views so you can either text the caregiver by clicking on their phone number or go to their profile 

Answer
kate lewis 3 years ago

If a caregiver has a mobile number in their profile, you can now click on it from the Open Shifts Manager to send them a text message. 

+1
Under review

Add the Name of Client or Caregiver to the Task / Communication Emails

Christina Henry 5 years ago in Client Module updated by Lisa Izzo 5 years ago 1

If someone associates you with a communication and hits Save and Send Email that Email never tells you what client or caregiver the note is for 

+1
Under review

In Compatibility add who changed the compatibly type and the date they did it

Christina Henry 5 years ago in Scheduling updated by kate lewis 2 years ago 1
+1
Completed

email directly from the profile

Lisa Izzo 5 years ago in Client Module updated 4 years ago 1

at the top of the client profile, I can see the email address.  I would like that to be link that allows me to send an email without having to go back out to the client list and navigate to the client.

+1
Completed

Add the date to the printed assessment

Lisa Izzo 5 years ago in Client Module updated by Lisa Izzo 4 years ago 3

When we print out the assessment to leave in the binder at the client's home, it would be helpful to have the date it was completed show on the printed assessment, so the family members know how current the care plan is.

Image 44

+1
Completed

Add to the Log History of each shift who added the shift and the time and date it was added

Christina Henry 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 4
+1
Under review

Longer Experation Date Options for Drivers License Compliance

kyle 5 years ago updated by kate lewis 2 years ago 1

In Arizona, drivers licenses don't expire until the age of 65 so when we enter their drivers licenses in under caregiver compliances, the latest date we can put for an expiration is the year 2050.

+1
Completed

In the Log History of a shift show who added the shift and when it was added

Christina Henry 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

Would like to also know if the shift was added from the master schedule / release visit plan as well 

+1
Completed

Please create an agency owner/admin app.

jstiles 5 years ago updated by Lisa Izzo 4 years ago 3

I saw the 2016 owners app for the CareSmartz360 walk through on you tube, it looks really great and would be a huge help! Please do not give up on that project.