New hire documents, training logs etc so employees can sign during orientation.

Test

When the caregivers receive care plan update emails would be convenient to state what changes have been made so caregivers do not need to re-read the entire careplan and attempt to find the change.

Test

It would be helpful to have recurring Task. 

Example: If a supervisory visit is due every 30,60,90 days that task could recur every due date, Same with annual care plan updates and different recurring task that is assigned weekly, daily, monthly etc

Ability to upload our own agency documents and capture client and caregiver signatures for those documents.

I would like a filter when adding someone to an open shift or when changing caregivers. Right now when we change a schedule we have to click each box which could be very time consuming if we are adding a full schedule. With the filters::

Filter by

Caregiver

Open Shifts

Days M T W TH FRI SAT SUN (This feature will help if we are needing to change the entire schedule for just Mondays or Just Tuesdays etc... Instead of going through finding and clicking all open shifts individually or days individually.

I am asking for the ability to add state auditors to have access to the specific clients profiles that they are auditing. Right now if I add an auditor they can see all clien'ts. 

Hi Ajay, from Accounting view Finalized Invoice, after I processed payment, I will click the envelope icon to send them email letting them know that payment was applied to INV#449 for example. Still not showing the Bold sign.