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.
List admin who makes note
When looking at client notes & tasks on their profile, it doesn't show who entered the note. Add spot to show who posted the note.
Ability to delete all shifts for a caregiver and client.
There should be some way to delete all shifts for a particular caregiver and client. The way it is now, I have to sift through years' worth of client shifts to delete all the shifts for one specific caregiver.
Thank you for your feedback. Caresmartz360 provides a variety of workflows to suit your needs.
1 - when deactivating a client, an option appears to delete all future visits
2 - when deactivating a caregiver, an option appears to move all future visits to "Open" or unstaffed
3 - There is a multi-edit function that allows you to reassign all visits to another caregiver. https://intercom.help/caresmartz/en/articles/5672712-multi-edit-option-under-schedule-calendar-and-client-s-calendar
4 - There is a bulk delete option for deleting all visits in a given date range. This is not reversible, so please proceed with caution. https://intercom.help/caresmartz/en/articles/2133013-bulk-delete-schedules
Add time off requests to the dashboard
Having time off requests on the dashboard would be helpful for everyone to view and approve them
Military Time for Payroll
Please give the option for military time to be used for payroll purposes. In addition to that, it would also allow reports to show the military time as well.
Weekly schedule print
It would be helpful to have the schedule download icon filtered for weekly and not just monthly. We send weekly schedules to our client who do not have emails and this would save time.
Improvement in Process Payroll section
In the process payroll section I am requestion that in addition to the total hours populating at the top of the report the system should also break down how it came to the total hours. If a caregiver had 75 regular hours worked in a 2 week period and 5 hours of overtime worked in the same period the report should indicate at the top of the report the regular hours worked and the overtime hours worked that add up to the total hours worked. Please add this idea to my process payroll section.
Type Of Facility
The type of facility under the main tab of client isn't customizable. There are a lot of unnecessary options for us and we would like to omit them.
Customer support service by UserEcho
