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.

0

add oig

Rachel kone 8 months ago in Client Module 0

OIG OFFICE INSPECTOR GENERAL FOR CRIMINAL BACKGROUND THAT FLAG ANY HEALTH WORKER WHO IS NOT ALLOWED TO WORK IN THE HEALTH FIELD

0

Delete Recurrence

Annie Pickerd 8 months ago in Scheduling 0

Ability to delete a recurring schedule, rather than having to go to "delete bulk schedules." It could ask when you hit "delete" if you want to update future schedules.

0

Multiple service options/adjustments

Hermiz 8 months ago 0


  1. When the homemaker misses the schedule, on the next day that day for another day instead of deleting the schedule and creating a new schedule the homemaker misses the schedule again the problem it doesn’t show in the dashboard (Missed Clock-In/Clock-Out) because it was triggered before can you please make it with multiple triggers in case this happens in the future will trigger and in case the homemaker clock in & out will indicate in EVV plus the tasks.
  2. The time threshold when set will be a global change for all clients. Can add an option to do it individually in case want to apply for certain clients that will not effect on all. When changing the radius from the main sitting it will be a global change plus it can be changed individually from the client's main page.
  3. Deleting bulk schedules can be used only for active clients but for an inactive client not showing so if need to delete inactive clients' schedules need to activate the client, delete the schedule, and inactive the client again. Can you add an option for the inactive client as well or remove the restriction to show all clients.
  4. Caregivers working in different agencies using Caresmart every time need to keep logging in & out to follow the schedule. It’s possible to add an option to be able to switch agencies without login & out.
0

add respond to contact information on invoices

judy 8 months ago in Billing 0

I think adding a respond to (contact information) on invoices for client convenience

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Ability to add client restrictions

Annie Pickerd 8 months ago in Scheduling 0

Add restrictions like pets and smoking other than in the assessment. The assessment requires adding all tasks again and it would be nice to just click a box instead.

0

Allow caregivers to claim an open shift

Dr. Kirstin Bratt-Johnson 9 months ago 0

We work from home doing housing research, and this is a fast-moving service.

I would like caregivers to be able to claim an open shift without my approval. Open shifts are meant to encourage workflow, but waiting for approval slows everything down and stops caregivers from being paid for their time.


I have been told that adhoc is an option for this; however, adhoc scheduling is messy because I have to approve the shift without being able to look at the notes. This requires me fake the approval, remember which shifts have fake approval, unapprove them, open and read notes, re-approve. It's a challenge. 

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Multiple service types per invoices

Amanda 9 months ago in Billing 0

It would be helpful if we could put multiple service types on one invoice. We have a tier pricing, and we can only put one price tier per invoice. Plus, we need to be able to include addon services.

0

have a text notification to caregivers when a requested shift is accepted

lthompson 9 months ago in Scheduling 0

Caregivers have requested a notification other than email that their shift was accepted 

0

Have the ability to tell who is clocked in/out on the admin app

lthompson 9 months ago 0

It lists the staff who missed clock in/out but there is no indication if the clock in has occurred. It is not ideal while in the store to look on the computer to see if someone clocked in and this makes it a lot higher risk that someone does not show up for their shift and you do not realize it. Also, one of hte advantages of CareSmartz is it will auto notify people so we do not have to. What's the point if we still have to follow-up with them to ask if they clocked in.