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.
calendar view template - mass email of schedule
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 we add HR compliance tab to the clients profiles?
Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better.
Can you help us understand what aspects of the HR tab you would like to see/capture in the Client profile? Human Resources is a place to document and organize information with regard to Caregiver employment and as a result, is not relevant to the Client.
Can I have an option in payroll so I can…
Can I have an option in payroll so I can charge my caregivers for expenses like background check? thanks
Email Invoice Options
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.
Add Supervisor filter to compliance reach
Can we add Supervisor to the filter for compliance? This will help us eliminate work on our end.
Caregiver Compliance Documents
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.
allow longer phone extensions- many of them are seven digits long and you only allow for 4 digits
For phone extensions- you only allow 4 digits but many client phone numbers in Nova Scotia are 7 digits long- especially if they are living in a senior complex/appartment building
Customer support service by UserEcho
