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.

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Under review

Add All view to Time Tracking Views

Christina Henry 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

Add an All view that would show all shifts that are schedule no matter the status of the shift so you Can see the entire schedule at one time and know the hours 

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Under review

Referral lead of a Perspective Clients

Tomeka 4 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Hi, Is it possible to have the address for a prospective client to be optional?  I get a lot of leads from referral sources and they do not always provide an address of the client.  It would be nice to have the lead and client fields set as optional incase we do not have a full name, address, or phone number of the potential client, and not have to add a dummy address and then go back and re-enter it. 

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Under review

Create a category that contains the monthly updates.

Peter Gray (Admin-do not use) 4 years ago updated by Lisa Izzo 4 years ago 1

Create a category that contains the monthly updates. Just typing update on the search bar doesn't produce the entire list of updates... including the recent Feb 21 update. Need a method to find the most recent (& past) updates easier please.

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Completed

Client DDM

Frances A Beebe 4 years ago in Client Module updated by Lisa Izzo 4 years ago 1

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Image 53


I used just one DDM for Assessment and duplicated my document as you can see in the above screen shots.   I used numbers and all CAPS for Titles.  I used numbers because system did not allow me to move my tasks in the order I needed.  What I did worked for my purpose and luckily we only use one document.  Hope this help build a better UI for the end user.  

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Completed

Assessment Fields - Allow the ability to add additional Assessment Fields

Frances A Beebe 4 years ago updated by kate lewis 2 years ago 1

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Allow ability to add additiona Assessment Fields:

Food/Fluid/Medication Reminder

Activity/Exercise

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.

Please see our articles on Custom Forms and Assessments for more information.

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!

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Under review

Allow an "hours to count" setting on live in shifts paid hourly

CareSmartz Support 4 years ago in Payroll updated by kate lewis 2 years ago 1

while live in shifts are often billed on a per visit basis, they are also often paid on an hourly basis. Since the caregivers often also have a rest period, it would be nice to include an hours to count piece in those shifts. for example, if the shift is 24 hours, the caregiver is only paid for 16 of those hours. The OT calculations would also be useful to be triggered in this way. 

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Declined

I suggest that the ability for aides to clock in for the nex day shift be removed. I do feel they should be able to clock in/out for the shift even if its not the correct shift, as sometimes families change the shift

info 4 years ago updated by Lisa Izzo 4 years ago 1

I suggest that the ability for aides to clock in for the next day shift be removed. I do feel they should be able to clock in/out for the shift even if its not the correct shift, as sometimes families change the shift and the office staff may be unavailable to change that shift at that given time. The fact that an aide can clock in/out for a day in advance should not be allowed.

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Planned

Directional arrows to nagivate to the next profile

Kate Lewis 4 years ago in Client Module updated by kate lewis 2 years ago 1

It would be helpful if you could navigate from one profile in a category (Clients, Caregivers, Applicants, Payers, etc) to another via a directional arrow in the profile, avoiding having to exit back to the main list. 

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 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!

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Declined

Add Allow Automatic Clock in and out option to the multi edit screen

Christina Henry 4 years ago in Scheduling updated by kate lewis 2 years ago 1
Answer
kate lewis 2 years ago

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.

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Declined

care assessment

Shie Gorman 4 years ago in Client Module updated by Lisa Izzo 4 years ago 2

in the care assessment under tasks, it would be very helpful for staff when they are documenting to be able to itemize the tasks in frequency to am/pm not just weekly as you will have tasks that are only done in the am or pm .