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.

Credit Card Fee
Please add the ability to add a credit card fee. For example, under the payer when entering the information, have a checkbox to turn on or off and when you create an invoice it auto-calculates that fee we specify in settings (i.e. 2%). Currently, I have to go through and add an expense, and it looks strange attached to that specific shift on the invoice. I also think it is hard to remember all the time to do and is time consuming. Our other system allowed this feature, and it made it so easy.

Add a new tab under client profile for discharge
Can you please add a new tab under client profile for "Discharge Date"?

It is imperative that key documents for clients can be seen when using the agency app.
We incurred a situation where a client was taken to hospital. We could not access the key documents from the agency app. This would be a fantastic improvement and very much needed!

Caregivers NOT having access to client phone numbers
In Agency settings; mobile; caregiver; please give the agency the option to be able to select "allow" caregivers to view the client care plan but NOT view the client contact info. These should be separate. ALL information should be going through the office and not between Caregivers & clients including medical emergencies after calling 911. Our view is that allowing caregivers client contact info is allowing for unhealthy attachments and severely limits proper communication with the agency office.

Custom Profile fields
Please add the ability to create you own custom agency/office specific fields in the Caregiver, Client, Payer, profiles. This could be on a seperate tab in the profiles and include the ability to add standard fields like, Single line text, multi line text, single select and multi select.

Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better. Your idea has been noted, and our team will review it thoroughly to determine its feasibility and potential impact.
We value your input and will keep you updated on any developments regarding your suggestion. Feel free to keep the ideas coming – your feedback helps us enhance the user experience for everyone.

Add the ability to better edit Applicant forms
Add the ability to better edit Applicant forms. For example, we need to be able to make 5 years of employment history a mandatory section of our applications.

Thanks so much for sharing your feature request—we really appreciate your input. We're happy to let you know that we're already working on improving this part of the workflow, and your suggestion fits right in with our plans.
This update will be part of the upcoming enhancements to our Settings UI/UX, so keep an eye out for those changes. Your feedback helps us make the platform better for everyone.
Thanks again for being a valued part of our community!

VISIT NOTES
Allow time for caregiver to add notes after their shift ends! Some clients require ongoing observation/care so caregivers can't note as they go. It is not the best use of time having Admins/Business owners getting notes to input, OR having to change time to readjust time so caregiver can make notes.

Expenses
Caregivers/all team members should be able to do expense after their shift, calculating miles etc. while with Client is not the best use of their time or care for clients. At least give them up to 12 hours to input expenses after they clock out. It is hard asking the business owner/admin to have to do this, or extend time, and then readjust just to complete this simple task.

Allow Caregivers to update some of their own personal info through the app
Allow Caregivers to update some of their own personal info through the app. Could include profile pic, address, emergency contacts, phone number etc
Customer support service by UserEcho