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.
Add "Unavailable" to Caregiver calendar from Schedule Calendar View
When in the Caregiver Schedule Calendar view it would be great if you could add an "Unavailable" marker directly from that screen. Sometimes you are going through the staff in that view and someone will comment "I'm busy this weekend". Would be great to be able to mark that on the calendar right from there instead of going back to the Caregiver Profile
Caresmartz Admin App
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.
Adding Notes After Shift
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.
Attendance Points Tab
Caregiver tab named Attendance Points to track points caregivers may accrue do to call offs, tardies, etc
Enter date with number pad
Number pad only works when entering birthdates but doesn't work when entering schedule dates or other dates. You have to use the manual drop downs.
Add "Referral Source" as a category on the left side of the screen
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.
Agency can add options under a task
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.
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!
Visual Indicator of Client/Caregiver Weekly Hours in Calendar View.
Ability to show scheduled and open hours of Clients and Caregivers in Weekly Schedule Calendar view.
Customer support service by UserEcho
