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.

I've noticed that it doesn't track caregiver's location when auto clock in and out is allowed. Would you add this feature to ensure that they were with the client at the time of clock in and out?

Good afternoon,

I am looking for an enhancement to the Master Schedule screen. We have a number of Medicaid clients so we deal with different service types (codes) for scheduling. They are done by number of "authorized hours" for each code. It would be great if the hours could be broken out from just Total Hours. Instead showing hours assigned for "each code" or service type. That way when we are building Master Schedules we know how many hours of each are used as we are plugging the new Master Schedule. Instead of just total hours. Total hours works fine if just all private pay or a single Medicaid code. Much like we see on the regular Schedule screen where it breaks down each auth (hours available/scheduled/completed/etc).

Thanks

Dean Kroening

Some of us accept a security deposit. 

I would love to see preview of invoice I’m building out. 

In the Finalized Invoices View, please add a column that shows the "Preferred Delivery" of each client. We (and I'm sure others) have clients that prefer to get hard-copy mailed invoices only, and also have some clients that prefer invoices emailed, or both.

In the previous version, there was a column that showed Preferred Delivery and we were able to select all the clients that want printed invoices, and print in bulk, or some that want both mailed and emailed. Now we have no way to tell from the current view. We had to create a separate list of clients that show their preferred delivery outside of CareSmartz360.

Perhaps also, you can also add a filter category for this same purpose.

In regard to the family portal. The client is not able to view schedule request they put in. I recommend adding that option. Also, it would be nice to see the request as pending on the schedule on my end so I can just accept or approve the request and it will populate the schedule. Instead of creating the schedule.