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.
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.
It may be some time before the enhancements come to fruition. In the meantime, the scheduling scenario that you are describing is a great fit for Visit Recurrences. You can create a schedule to repeat on an interim basis. To do this, create a visit and when prompted if you want to create a recurrence, select yes. From there, under Range & Recurrence, you can choose Monthly, and then the recurrence pattern. For example, if you go to the client on the first Monday of every fourth month, that is the second option. If the visit happens on a set date, i.e. the 15th of every third month, then the first option once you select monthly would apply.
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!
PC client flowchart/check list similar to the applicant check list
It would be VERY helpful to have a check list with some flexibility in naming/labeling the steps/boxes for Prospective Clients. Eg. Date of Initial Intake Call; Email sent to office staff; Follow up to book assessment (w/date called); Assessment (date booked); Assessment Completed; BlueCross form received; Care Plan Completed (date); Ready to convert to active client.
caregiver notes
Please allow edit option for caregiver to correct spelling, add something forgot, etc.
Birthday and Anniversary
Allow admins and owners the option to preschedule these greetings. Life happens, we won't always be able to send the day of.
Please add authorization to conduct criminal background check to Caregiver application form
"For compliance reason"
Thanks so much for sharing your feature request—we really appreciate your input. We're happy to let you know that we're already working on improving this part of the workflow, and your suggestion fits right in with our plans.
This update will be part of the upcoming enhancements to our Settings UI/UX, so keep an eye out for those changes in the next few months. Your feedback helps us make the platform better for everyone.
In the meantime, you are able to add the authorization text to the existing form as a question.
Thanks again for being a valued part of our community!
Add a caregiver applicant rating system to manage applicants
Thinking maybe a bit of application tracking in the applicant section. As applications come in and we speak to them we rate them 1-5 stars. Many applicants don't get hired right away it would be nice to go back to them with a rating.
Custom Pop Up Alert for Agency Use
Please add the ability for agency users to create a custom client pop up alert, visible only to agency users, that pops up in all client modules. We often have very sensitive situations in regard to clients which must be considered when scheduling, contacting the client or POA, etc.
Customer support service by UserEcho
