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.
The Injury Button on Client Shift in APP
This button could be very effective for an agency if the scope was broadened. I would suggest you make it a "Incident" Button vs Injury and you have a some Drop Down Options to select. Suggestions: "Priority or Degree" High, Medium, Low. Then a Drop down for What is the Incident: Client Fall, Caregiver Injury, Medication Issue, Complaint, Near Miss, Other
You still have a small area to write a note and attach an incident report which is already in place.
Then the system will track the number if incidents and the type of incidents in the Report already created. This could be a very powerful tool for Agencies if its scope is expanded slightly. We never use the Injury button now but could use it daily with all our clients if it is adjusted to incomporate a broader scope.
Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better.
The Injury reporting is for the health and safety of the employees and should be used in conjunction with a robust agency policy.
Additional Incident reporting is worth considering. In the current iteration, Incident reporting and complaints can be documented via notes or the Client Feedback tool. Agencies are encouraged to have their own internal policies for these. We provide tools to facilitate documentation.
Bulk billing
We need one button for bulk billing after approving schedule for all client. Other software companies has it and it works great. This enable you to work more efficient and get billing done in shorter time frame. The one button send an invoice out to client then send request for payment thru CC/ACH. So easy and fast.
Shift confirmation for client
Have a feature where clients can receive an email when a shift has been confirmed by a caregiver.
I have clients wondering if the caregiver has confirmed their shift. They do not want to assume that a caregiver is going to show up without receiving a confirmation notice.
I have a client who have lives in two primary addresses, because the portal on allow one primary address, my caregivers are having issues logging in/out in the other address. If caresmartz can make that possible, it will be very helpful…
Can you guys make it possible to have two or more primary addresses for a client?
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.
Thank you once again for being an essential part of our community!
Open Shifts
Is it possible to place reason for shift decline into the open shifts scheduler. Often when we open a shift because of a decline another scheduler will put same person back in because there shift request does not go away.
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.
Thank you once again for being an essential part of our community!
I do NOT like the new dashboard, it is more work to see the things I need.1. Care notes I should see a week at a glance, and when i click it should be open large, not have to adjust dates and scroll all over a small space. I should be able to see all easl
1. Care notes I should see a week at a glance, and when I click it should be open large, not have to adjust dates and scroll all over a small space. I should be able to see all easily, not have to search and adjust a small space, it takes more time and eye strain.1. It is called Care Alerts, It pops up today,,, notes are not done yet. Know I can change the dates, it is still smaller than before, I was hoping for larger, easier to use, not more steps
2 Open shifts should be easily seen as well.
3 Key things are difficult to see and use!
Care Notes, Open Task, Compliance, Open shifts
4 Compliance, New dash board says 0 expired, Old has several expired
5 Suggestion,,,,,,, things should be like the Pre Screening, where I can see and easily scroll, and extend the date if i wish
Schedule review
I suggest you add a link under the scheduling drop down menu that brings you directly to the schedule review. It takes alot of steps to get to going through the missed clock in and out widget.
Thank you for your feedback. There is a link to the Schedule Review, or Time Tracking Review from the Schedule Module in Caresmartz360.
Add the option to make clients and caregivers inactive to your app
Please add the option to make clients and caregivers inactive to your app
Thank you for your feedback, this function was added to the admin app in May of 2023.
under client
Would it be possible to have picture of client with their address, phone number date of birth- health card number - their MD listed and allergies in top corner of their profile and POA- all these offer ease when doctors looking at client charts versus having to scroll in the chart to see all this information- other POC/Electronic Record platforms offer this feature.
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