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

Interactive Dashboard

jstiles 5 years ago in Client Module updated by Lisa Izzo 5 years ago 1

Good Morning Caresmartz360 team. I'm looking over my Dashboard and my top two Widgets are Invoices Issued, which is set to the past 4 weeks. The next second widget is Payments Received which is set to the past 7 days. Is there a way to change these to mirror one another's timeframe? I would love to be able to at a quick glance change the length of time. I know that there is a report for this but I'm a visual person and would love the dashboard to be more interactive.

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Under review

Payer Identification

Peter Gray (Staff) 5 years ago updated by Lisa Izzo 4 years ago 3

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Fixed

Number Pad doesnt work when entering compliance or certificate numbers

kyle 5 years ago updated by Lisa Izzo 4 years ago 1

Number Pad doesn't work when entering compliance or certificate numbers for caregivers

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Completed

Add to Communication a column to show which office member the note was created by

Christina Henry 5 years ago updated by Lisa Izzo 4 years ago 3
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Completed

Add a feature that flags shifts if there is a change in the patient's condition.

Rhonda Humby 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 2

Add a feature that flags shifts if there is a change in the patient's condition.

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Under review

URGENT: Prospective Clients Prospective Clients

Eva 5 years ago updated by Lisa Izzo 5 years ago 1

Allow to create a prospective client profile with minimal information.  For example address - not all clients want to provide their full address during inquiry information.

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Declined

add retirement homes under place of service

Jacob 5 years ago in Client Module updated by Lisa Izzo 4 years ago 4

we have a few client's in retirement homes and long term facilities 

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Under review

report that has the re-hire dates for Caregivers

Nadine DiMartino 5 years ago updated by kate lewis 2 years ago 1

I would like a report that has the re-hire date for caregivers that were made inactive however were reactivated at a later date.