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.
Caregiver Notes loaded into client file
When a caregiver leaves a note about a shift, it would be convenient for that to show on the Task/Communication tab of the client file for easy access.
Client tab selections
Once we have selected the Clients tab on left of screen, just as we are able to select clients for a particular territory. We should have the ability to toggle a selection for a specific Client type or Payer also to further breakdown our selection of listed clients.
Key Documents - bulk upload
Make it easy to add a document for all Caregivers (i.e. an Employee Handbook), rather than having to upload and share the document on each Caregiver profile
Mgmt alerts when an Incident Report is submitted
Until there is a way to generate a report on Health and Safety incidents, have a management email alert when a new incident form has been created. That would save A LOT of time, because right now we have to go back through each profile to pull the information, and track it outside of Caresmartz, in an Excel sheet :-( Not efficient!
Ability to generate management reports on Health and Safety Incidents
For quality control and reporting requirements (government and accreditation) we need a way to generate reports on number and types of incident reports files. In fact, it would be helpful to have that on the management dashboard. By incident/injury to Client, by incident/injury to Caregiver, by type of incident, and frequency. Would rate this as a very high priority.
Thank you for your suggestion.
Good news! This function is already in place.
To control your Careiver application settings, navigate to the settings>>Caregiver>>Caregiver Applicant Settings
From there, you will see a section called "Miscellaneous Questions". There are then three settings 1 - Enable/Disable 2 - Is Mandatory? - this is where you can make one or more questions required. 3 - Mandatory Count - this setting allows you to choose the number of custom questions you want to be required. If you have three questions, set this to 3.
Notes on Weekly Care Summary
On the Weekly Care Summary report, the Visit notes are not included. Visit Notes are mandatory as the narrative on Written Progress Report for Medicaid. Please add visit notes to the Weekly Care Summary and remove Vitals
Payment Types
Please add ACH and Zelle as additional payment options so records can be reflected accurately.
Thanks!
Thank you for your comment!
Good news! This option is already available to you.
Navigate to Settings>>See All Settings>>on the left side, you will see the Modules, select Client>>DDM Client Management
From that drop down list, you can select Payment Type and click on the green plus button to add the new payer types you require.
Customer support service by UserEcho
