We would like to be able to have the entire team access the pre-screening process, this would include the (admin/Agency users if possible. Please note the Nurse cannot complete a pre screen upon entering the home without changing status to caregiver, neither would the manager upon the initial visit.  This would allow us to identify issues or concerns with the system itself as well, we would not be able to physically see concerns without using it ourselves.  Please consider thank you in advance

Give admin the ability to clock in.

Send text alerts to caregivers who have marked themselves as injury free but have not successfully clocked out.

On CaregiverNotesReport, please add a "Client Status ID" to allow the selection of Active, Inactive, Other, Terminated" to help filter the selection of clients when running the report.

Mouse over cells should give examples of how to enter the info. For example, when applicants are entering the address, an error comes up when the zip code is entered without a space between the first and last 3 characters. 1A34B6 (system gives error). However, when the zip code is written as 1A3 4B6, with a space in between, then it is correct. If this error persists then it would turn off applicants.

Thanks

Homecare needs a medication list tab

When a client goes on hold you can change them to inactive but you can not hold the schedule it is beneficial to  an agency/company to use this feature so we can  ensure the clients records are well maintained and HOLD the schedule and then reactivate when client is ready to resume services. 

You don't necessarily want to have to cancel each shift daily  and run the risk of billing a client when they have not received service. 

You also don't want to have to delete a schedule or future schedule should the client resume. 

I hate to say it but the new template for invoices is quite unprofessional with the column header appearing over each and every visit record on the invoice. And to think there is no other option for users to select a different template to provide to clients.  I was told by support that this new format was requested by many agencies and implemented on 9/30/2020, but I can not believe that a column header over each record was ever suggested.  Or that extra space should exist between the street address and city/state line in the "Make checks payable to" section of the footer.  Or that there is no dollar sign being printed in the amount due in the same footer.  This ultimately cost agencies additional paper.  I am all for improvements but not sloppy ones.

Just how you can can sort them out on the Global Email Log 

Also be able to sort out the messages such as the system replies that Caresmartz is sending to the office members. 

I would like to be able to view just the text that office members are sending to the caregivers, clients etc.