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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Completed

Add a custom rate for secondary payer

Peter Gray (Staff) 4 years ago in Billing updated 4 years ago 4

Would it be possible to create a custom billing rate for secondary payer? Currently, all visits are billed at the same rate for secondary payer as primary payer. But a client with a primary payer with authorization (such as VA authorization) needs to be billed at 1 rate while the secondary payer (typically the client) needs to be billed at a different rate.

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Under review

Bulk deleting of tasks please.

Collin 4 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

I would like to request a function be added to scheduling. Specifically having the ability to create something like task templates for scheduled shifts, or have the ability to bulk delete tasks from shifts. Everyone in the state of Idaho has to have specific tasks on a specific bill code. For example, Homemaker code has to have only 5 tasks on it, but when I create a Homemaker shift, all the tasks possible show up and I have to manually delete each excess task, which is about 12 tasks. It is the most time consuming part of scheduling and feels very unnecessary.

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Completed

to print caregiver application and pay stub

bboateng58 4 years ago in Payroll updated by kate lewis 2 years ago 1

Hello can you ake the caregiver application available to print the the same form they file out becaused is required in my state and also pay stub prin out easier

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.

Caregiver applications are printable from the Key Documents section in the appropriate Profile. 

As Caresmartz360 is not a payroll program, paystubs are not available. There are a variety of reports available if you need to print caregiver hours. 

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!

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!

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Completed

Family Feedback

Mark 4 years ago in Client Module updated by kate lewis 2 years ago 3

Several times the Caregiver forgets to leave a feedback to the family when they are awaiting the feedback. You should allow the Admin/Office to call the Caregiver and have her dictate a note and then the office to send to family. 

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!

https://www.intercom.help/caresmartz/en/articles/5416546-publishing-caregiver-notes

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Completed

Bill type to be "Units"

roe schwim 4 years ago in Scheduling updated by kate lewis 2 years ago 1

The agency would like to have "Units" as an option to select as bill type. This is for a service such as Non-Medical Transport, where the client is allowed a specific number of Stops or Units each month. The agency would then like to be able to have these units count down against an Authorization. 

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!

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Declined

URGENT: Injury free - set to work within radius

Eva 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

We noticed caregivers are marking injury free after they have left the client's home and saying they forgot to clock out; which is a concern because the client is getting charged for the full hours, they are left alone (negligence), while the caregiver has left early and still getting paid their full hours.  The Caregiver must be in the client's home to mark themselves injury free not after they have left.  This is a huge problem!  How can this get fixed immediately?

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Declined

injury free - set to work within radius

Eva 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 3
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Under review

Add All view to Time Tracking Views

Christina Henry 5 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 5 years ago in Client Module updated by Lisa Izzo 5 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.