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
Declined

Key Documents

Myla McKinney 4 years ago updated by Lisa Izzo 4 years ago 1

I would like to make a suggestion on how you can improve "Key Documents". When I post "Key Documents" under the Caregiver Details and share the document with the Caregiver, in the Caresmartz App the Document shows as "New Document" and not what is listed Under "Notes" which is what gives the description of what the actual Document is. Otherwise caregivers must download each document to see what it is. That is not good if they need to just look for something specific. The App should give the "Note" as the Description and not be so generic.

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Completed

COVID

temeculaadmin 4 years ago updated by kate lewis 2 years ago 1

Hello ...

Do you have any plans to add a tab for both Caregivers and Clients for COVID related items?

Such as:

- Date they notified when symptoms started

- Date if they got COVID tested

- COVID test results

- Date tested negative

Etc....

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.

There are existing workflows that can help you capture and track this information in the current iteration of the platform. 

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.

0
Completed

Be Able to sort all reports by territory

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

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
Planned

Allow Clients to request a shift recurrence from the portal and define the service type they require

kate lewis 4 years ago in Client Module updated 2 years ago 1

This would be particularly useful for agencies that staff communities/care homes. 

0
Completed

Communication default to the current day

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

When you are adding a new communication have it default to the current day with still the option to change it 

0
Under review

More configuration for when the pre-screening questions are triggered

Kate Lewis 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 2

Currently, the choices are Start of Day or Start of Shift. If Start of Day is selected, this goes to all caregivers regardless of whether they have a shift scheduled that day. This can cause confusion and anxiety with staff over potential missed shifts. It can also create a lot of unnecessary alerts, creating a situation where caregivers will stop treating them as important. 

It would be helpful if there were additional configurations, such as, once a week, before the shift but only once every 24 hours, and once a day, but only if they have a shift scheduled. 

0
Declined

Be able to bulk delete meetings

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

Have a way to bulk delete meetings 

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.

From the Time Tracking Views, set the date range and the View to Meetings. From there, you can cancel meetings in bulk. 

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
Declined

Add a search to all of the reports

Christina Henry 4 years ago 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.

0
Under review

Schedule calendar

Shie Gorman 4 years ago in Scheduling updated by kate lewis 2 years ago 1

it would  be nice if there was a re-assign option/similar to when there is an open shift and you can assign the shift to an employee without having to open the full screen.