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.

+4
Completed

Visual Indicator of Client/Caregiver Weekly Hours in Calendar View.

ruby mehta (VP Sales) 7 years ago in Scheduling updated by Julie Blasko 4 years ago 7

Ability to show scheduled and open hours of Clients and Caregivers in Weekly Schedule Calendar view.

+3

On tasks and communication default the view to all items

Todd Crutcher 12 months ago in Client Module 0

On the Tasks/Communication tabs, the default view for tasks, comunication, email, etc. is basically 1 week (it is actually 2 weeks but the from date is a week in the past and the to date is a week in the future).  It is rare that a person is looking for somthing in the last week. More often we dont even know what the date range of what we are looking for is so we end up changeing the start date to several years ago so we can capture everything. 


It would save steps and be faster if the system automaticaly defaulted to showing all items and then let the user narrow it by date if they want. 

+3

Create Tasks For Multiple People

Candice Schmunk 12 months ago 0

We should be able to select multiple clients or caregivers or staff when creating tasks as they may have the same task due on the same date and it takes up admin time to go into multiple people and create separate tasks. We should also have the option to make tasks reoccurring. This is a basic function in all other software I have used prior to caresmartz. Such as wellsky and ersp. 

+3

Clock reminder instead of missed clock notification

Todd Crutcher 1 year ago in Scheduling 0

You are able to turn on an SMS notification that sends a message to the caregiver letting them know that they missed their clock in or out. This message is sent once the threshold time has passed, so there is not much the caregiver can do other than contact the office. This could work much better if the notification could be sent on a different schedule than the threshold time.

For example, if the shift ends at 1:00 pm and the threshold is 20 minutes after the clock-out time. They get a text message at 1:20 telling them that they missed the clock-out. It would be nice if instead, (or maybe also) could get a proactive message reminding them that it is time to clock out, at say 1:05 or something, This way the can still clock out and document their tasks issue instead of just being notified that they were late and not being able to do anything about it.

+3

DELETING SHIFTS/SCHEDULES

Nikki Lopez 1 year ago in Scheduling 0

We need to ability to undo delete, multiple delete, and PROMPT if a shift that already has notes is being deleted.

+3
Under review

Add an option to add physician information to client's profile

nimmi 3 years ago in Client Module updated by kate lewis 2 years ago 1

We need an option to add Physician information for the client on the main profile tab. It should include Name, contact info with phone number.

+3
Completed

Agency Admin Phone App

jstiles 5 years ago in Client Module updated by Lisa Izzo 4 years ago 4

I've seen a Youtube video of the Caresmartz360 app for Agency Admin's. Can we please bring this back? I can't the number of times I've needed to quickly look at our caregiver schedule and either have to login to the website or pull our my laptop. The video I saw should an app that looked very easy to manage and for me as an owner would make CareSmartz360 an indispensable feature of my business, more-so than it already is.

+3
Planned

Add the task/communication link to the main tabs on the caregiver profiles.

Lara 5 years ago updated by CareSmartz360 Team (Manager - Customer Support) 3 years ago 2

Clicking the 3 dots on the right hand side to access the "task/communication" page in the caregiver profiles is an added step that I feel can be allieviated. We already have the task/communication tab on the client profiles, can we please add this to the caregivers?

Answer

We really appreciate your patience and all the inputs you provide for the system improvements. I would like to inform you that our team is currently working to revamp the complete system in order to make it more user-friendly with the new outlook. It will accommodate the request you have made.

+3
Completed

Give us an option to customize and save our favorite/most used reports.

Rachel Wulff 6 years ago updated by Lisa Izzo 4 years ago 4