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.

+4

Signatures

nicolaklopez 1 year ago in Client Module 0

Allow service contracts to be uploaded and allow clients to sign. 

+4
Planned

Add "Referral Source" as a category on the left side of the screen

Jennifer Perruccio 6 years ago updated by kate lewis 2 years ago 2

Allow entry of referral sources as their own category in addition to "Clients and Caregivers" so that "Referral Sources" can be accurately tracked and updated.  The address book column "referral source" should be changed to "category" so that each contact in CS360 can be tagged appropriately.  The column "referral source" is named incorrectly.  This is important for agencies who actively market their services and build referral relationships. 

+4
Planned

Agency can add options under a task

Lisa Izzo 6 years ago in Client Module updated by kate lewis 2 years ago 1

When an agency user creates a task in the admin settings>client>DDM client, it would be great if that person could also create options that would appear "under" it.  This would work similarly to the way Pets and Meal Preparation work now.

Answer
kate lewis 2 years ago

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 the 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!

+4
Completed

Visual Indicator of Client/Caregiver Weekly Hours in Calendar View.

ruby mehta (VP Sales) 7 years ago in Scheduling updated by Julie Blasko 3 years ago 7

Ability to show scheduled and open hours of Clients and Caregivers in Weekly Schedule Calendar view.

+3

On tasks and communication default the view to all items

Todd Crutcher 7 months ago in Client Module 0

On the Tasks/Communication tabs, the default view for tasks, comunication, email, etc. is basically 1 week (it is actually 2 weeks but the from date is a week in the past and the to date is a week in the future).  It is rare that a person is looking for somthing in the last week. More often we dont even know what the date range of what we are looking for is so we end up changeing the start date to several years ago so we can capture everything. 


It would save steps and be faster if the system automaticaly defaulted to showing all items and then let the user narrow it by date if they want. 

+3

Caresmartz Admin App

Candice Schmunk 7 months ago 0

There should be an option to message the caregivers back and reply to their incoming messages through the app. As well as send them messages. The point of the app is to be able to be mobile and monitor your business but we can't reply to incoming messages. This doesn't make sense and is a hindrance. The app almost seems useless. I have used other apps that the app will also have a notification if a clock in is missed etc. All this app allows you to do is see the schedule for the day and the contact information for the client and caregiver. The numbers aren't live links that you get then tap on to dial. You can't make any changes to the schedule through the app besides editing the existing schedule. 

+3

Adding Notes After Shift

Nikki Lopez 8 months ago in Client Module updated by farhana 7 months ago 5

Some clients require continuous care with no downtime to add notes. There should be the availability to enter notes after a shift ends. It is a lot of work to get notes from caregiver, then have to find a compute to update on their behalf since I can even do that from my cell phone unless I am editing a previous msg.

+3
Planned

Need a Deny option when a request comes in from a caregiver

nimmi 3 years ago in Scheduling updated by kate lewis 2 years ago 2

When the scheduler receives a open shift request from a caregiver, currently there is only Accept or Ignore option available. If the shift is already filled, we need an option to DENY the shift so the caregiver knows that shift is not available. Instead, if we just ignore, they keep calling us to ask about the shift. This is wasting a lot of our scheduler's time answering all the requested caregiver phone calls. If an ACCEPT option is given, there should be an equivalent DENY option so the scheduler can DENY the request when the shift is not available. I hope you can provide us with DENY option ASAP so we don't have to waste a lot of time on the phone for unnecessary stuff.

+3
Under review

Add an option to add physician information to client's profile

nimmi 3 years ago in Client Module updated by kate lewis 2 years ago 1

We need an option to add Physician information for the client on the main profile tab. It should include Name, contact info with phone number.