We have one client a Long Term Care Home where invoicing is unique. We provide individual transportation accompaniment for multiple residents. Our invoices need to identify the individual resident that we worked with on the invoice line item for that visit. When I get a call to schedule a resident, I put the details into the schedule notes while I am on the phone with them. Wording such as "Pick up for Colleen Bear, at 1:00 going to eye appointment, from Unit South 1" This wording, or task needs to show up on the invoice for that unique scheduled visit. Using tasks doesn't work as I have about 10 regular residents and unique ones every month. I was going to add a task for every regular clinet, but when it comes to invoice time I cannot reference the schedule notes to see what task is "completed" for that shift so it shows up on the invoice for that particular visit. In other words each task is unique to each scheduled visit for this client..

When sending mass email of the staff schedule, instead of sending it in a list format, can the calendar pdf format be generated individually and be sent out instead. I believe this is more convenient for the caregivers as it displays the service type and will show open dates in their calendars. 

can we add HR compliance tab to the clients profiles?

Can I have an option in payroll so I can charge my caregivers for expenses like background check? thanks

I also would like to request for a function. Under "Accounting --> Receivables --> Account Register --> View Details (on any client)" there's no option to email an invoice to client or responsible party. Also in Client's "Outstanding Invoices" list, it would be good to have the ability to send an email invoice from that section.

Adding these options would make things more efficient, rather than having to go to the finalized invoice batches just to email an invoice.

Can we add Supervisor to the filter for compliance? This will help us eliminate work on our end.  

It would be beneficial if caregivers could get a pop-up notification when their compliance documents (Driver’s License, Auto Insurance, etc.) are expired or coming due. Caregivers tend to ignore emails.