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.
Client Notification
Hello,
I think it would be good to have the client's notified for x reason. I understand there are things we can tick to notify clients or agency vis SMS about things like clock out SMS to client and such.
It would be great if we can add clients notified gets an alert for any notes entered by the caregiver on how their shift went and message to the family.
colour coding caregivers in schedules
it would be easier to read a full schedule if we could code our caregivers with their own identifiable characters such as colours. when you have a Long term resident with ten caregivers in the schedule it makes it very difficult to read
Thank you for submitting your software enhancement request. After careful consideration and analysis, our team has determined that the ask you have made is not feasible at this time.
We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.
We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.
Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.
In Payroll settings allow for a two week payroll parameter without the split shift in the middle
Payroll section in setting, it allows pay period parameters of biweekly, but it still cuts the shift on nights on every week bases. for example my payroll is Monday to Sunday two week interval. The middle Sunday it cuts the night shifts and makes them two, this causes a lot of confusion to invoices and to payroll. if I set the parameter to two weeks I do not want any slicing of shifts unless it is a holiday for the whole two weeks.
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.
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!
https://www.intercom.help/caresmartz/en/articles/5314211-office-settings-payroll-article
Prospective Caregiver Profile
would like to know if the Agency can create the Prospective Caregiver profile beforehand and when the prospect applies through the form, the information gets attached to that Agency created profile. This would be a great feature to add for your agencies - they would love it.
The current workflow around the Prospective Caregiver profile is a carefully crafted one. Allowing the application to generate the profile actually saves the agency users time and effort. Rather than building a profile and hoping the applicant fills in the blanks, the current process puts the onus on the applicant to provide a robust profile of themselves that can then be augmented via an interview follow-up.
On the Scheduling Screen it would be Awesome to Have a APPROVE button next to the Delete button
Hi Bruce!
Is there where you want it? in the window where the schedule is created?
Text Messages to Caregiver - Frequency and Timing
CareSmartz is automatically sending 2 messages to caregivers at 12:10am for 2 different shifts. One message is for the shift for that day and the second message is for the 'reminder' for the next day shifts. Most of our staff is regular staff and they work 4-5 shifts per week. The 2 messages arriving at the same time sometime can be misleading. Is there anyway to change or modify this. Is there a better option than sending 2 messages at the same time. Also, I have highlighted this before that the timing of the text messages need to be adjusted so that care givers get the message at a decent/appropriate time. These messages are going out at 12am (US Eastern Time Zone). Some care givers get irritated when they get messages in the middle of the night. A better time would be sometime like 6-8pm text message for the next day shift.
This is where SMS messages are managed.
Caregiver Upcoming Shift will be sent at midnight, and it will remind your caregivers of all their shifts for the coming day. If you don't want them to get that, you can uncheck that option.
If they are getting a reminder for a specific shift, the time for that is set in the Office Settings>Main tab
If you continue to have this problem, please use the chat feature from your CareSmartz portal, and one of our support team can help you further tweak the settings to be what you want.
Finding suitable caregiver for a NEW client
There is no way to find caregivers who live close to a potentially new client. I can only do a "Find Caregiver" option for existing clients. Is there anyway for find geographically close caregivers options for a NEW/ Potential client that is NOT in Care Smartz. Sometimes we want to check and see if we have suitable staffing in certain areas before we sign anyone up.
Even if I create a "Prospect Client" in the system, I am still not able to find care givers who live close to the client. I think this will be very important for agencies to quickly find caregivers who live close to a particular address. I can discuss this in details with the Dev Team. Thanks
Would it help to sort your caregivers by ZIP code? You can do this on the Caregiver search page, by clicking on the column header. Then, you can see if any caregivers live in the same ZIP code or a nearby ZIP code.
You could also create territories in your portal. Each territory could represent a group of ZIP codes or a group of suburbs. You would assign each client to 1 territory, and your caregivers could be assigned to 1 or more, depending on where they live.
Here is a link to a video of how to use this feature: https://intercom.help/caresmartz/en/articles/3164210-territories
We have made several improvements to our invoices in the…
We have made several improvements to our invoices in the past few months. I hope that you find them to be helpful.
Customer support service by UserEcho
