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

Save Favorite Reports

Rachel Wulff 6 years ago updated by Lisa Izzo 5 years ago 1

The ability to save and/or quickly access 'favorite' reports would be very helpful. 

+1
Declined

Place Of Service: Display and Edit

Ashley Thompson 6 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Several owners on this first wave have requested to be able to delete 'place of services' as many are not needed.

It would be great if we could not on view this field but also edit it.

With our upcoming waves, I am sure this is going to come up as a request too.

+1
Declined

Unapplied Deposit($)

Ashley Thompson 6 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Add Unapplied Deposit($) amounts to the the Client Profile Screen

Image 3

+1
Completed

Create pop up alert

Michelle Greer 6 years ago updated by Lisa Izzo 4 years ago 1

Pop up or other way to alert to caregiver or client concerns such as allergy alerts, dog bolting out door, etc. 

+1
Declined

Search box in Compatibility

CareSmartz Support 6 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Please add a search box on the compatibility page, so I can more easily find the caregiver to match with the client

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Completed

Option to hide schedules from client portal until a caregiver is assigned

Lisa Izzo 6 years ago in Scheduling updated by kate lewis 2 years ago 2

I don't want my clients to see the scheduled shift on their client portal calendar until after I have assigned a caregiver to it.

+1
Declined

Add CS360 to Amazon devices

CareSmartz Support 6 years ago updated by kate lewis 2 years ago 1

Is CS available on Amazon devices? I’m thinking specifically of the Amazon Show. It looks like a great device for Seniors to have in the home and it might be nice to have the Family Portal accessible there. Even voice activated!!

Answer
kate lewis 2 years ago

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.

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.

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Completed

How names are presented in the system

Lisa Izzo 6 years ago updated 4 years ago 1

Add the ability to decide if names in the system are presented as LastName, FirstName or FirstName, Lastname

+1
Completed

Keep schedule parameters when extending a recurring schedule

Lisa Izzo 6 years ago in Scheduling updated by Julie Blasko 5 years ago 2

Currently, when I push out a recurring schedule to extend it for another month, the system sets the original schedule details (times and caregiver) for the new schedules.  I would like to it use the information from the schedule I opened to access the recurrence.  

The work flow should be:  I open the last schedule in the recurrence, I extend the end date, and the schedule, as it was on that date, gets duplicated moving forward.

0

Add time off requests to the dashboard

Brandi Smith 2 days ago in Scheduling 0

Having time off requests on the dashboard would be helpful for everyone to view and approve them