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.

0
Under review

reference letter

Jennifer 2 years ago updated by kate lewis 2 years ago 1

Please add a place where we can upload caregiver's reference letters or letters of recommendation under the HR tab in the "References" section. There is currently only a place for names and phone numbers of references. 

0
Planned

Time Tracker

mporessyl 2 years ago in Payroll updated by kate lewis 2 years ago 1

Show Tentative Billing and Payable hours under time tracking view screen.  This will help identify errors before processing payroll.

Answer
kate lewis 2 years ago

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.

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.

Currently, when you approve visits, the billable and payable hours are shown in the Time Tracking View, if you have those columns selected. Additionally, there are several reports, including Time Tracking Review Actual Hours, where you can see projections of the weekly hours. 

Thank you once again for being an essential part of our community!

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Completed

Visual indicator of caregiver weekly hours in schedule tab

Brittany North 2 years ago in Scheduling updated by kate lewis 2 years ago 1

Can we add a bar of running hours each week on the caregiver schedule like the client authorization hours bar? Being able to easily see how many hours a caregiver works each week would be helpful to keep track of overtime hours. Having to run a report is too much work. 

Answer
kate lewis 2 years ago

We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.

The Scheduling Module>>Schedule Calendar, if you Group by Caregiver, each caregiver has a series of totals - Scheduled Hours, Approved Hours and Total Hours for the week. 

If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!

0
Under review

Key Document Notification

Brittany North 2 years ago updated by kate lewis 2 years ago 1

Can we  (the office) receive notification when a caregiver uploads a Key Document to their profile? If they have to email us to tell us, then it defeats the purpose of uploading them to CareSmartz. 

0
Under review

having an alert/warning for overlapping caregiver clock in/out

raranas 2 years ago in Billing updated 2 years ago 3
Answer
kate lewis 2 years ago

Thank you for your feedback. Perhaps I don't understand what it is you are asking for. Can you please provide more details about the workflow you are trying to improve? If you can provide examples, that would be even better. 

The setting I mentioned will alert you if you try to schedule a caregiver in two places at the same time, or within 15 minutes of another shift. This alert will help you prevent overlapping clock-in and clock-out. 

0
Under review

Schedule request add to calendar

cherrera ant 2 years ago updated by kate lewis 2 years ago 1

When schedule requested are sent, it would be nice for requested to be added to Calander automatically. 

Answer
kate lewis 2 years ago

We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.

By default, the privacy setting for Key Documents is "Everyone". The user uploading the file can change the selection to "only me". 

If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!

0
Under review

Dark Mode for both Mobile App and the Desktop

scheduler 2 years ago updated by kate lewis 2 years ago 1
0
Declined

hard to read text in yellow

angie schurmann 2 years ago in Scheduling updated by CareSmartz360 Team (Manager - Customer Support) 2 years ago 1

Our cancelled by client highlights yellow in the schedule. It is very hard to read with the yellow back ground and white, text. Could you change the text to black on the yellow? Or can we change the background color for that?

Answer

Hi Angie

Thank you for sharing your valuable feedback. This feature already exists in the system and we see that one of our support representatives guided you with the required changes. We are closing this request for now. 

Thanks

0
Answered

Required upload under Employment History

mporessyl 2 years ago updated by CareSmartz360 Team (Manager - Customer Support) 2 years ago 1

Why are applicants required to upload employment history?  This can deter and discourage applicants from applying.

Answer

Hello

Hope you are doing well!

We understand your concern about asking for too much information from the applicants at the time of applying for a job. This is why we have already given the option to enable or disable most of the fields in the application form and employment history is one of the configurable fields. 


This can be managed from Admin Settings > Caregiver > Caregiver Applicant form.