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.

+2
Completed

Add a "nickname" field to the client and caregiver profile

CareSmartz Support 5 years ago in Client Module updated by kate lewis 2 years ago 1

I have a suggestion to improve Caresmartz360 for your clients that target Asian population. Culturally, Koreans and other asian communities have people with very similar names and it can be very confusing. If there is a section to put caregiver's nickname that would not affect the billing side and if that nickname can be put right next to people's english name, we can put Asian names to identify caregivers correctly.

+2
Completed

Caregiver Mobile App tutorial

Eva 5 years ago updated by Lisa Izzo 5 years ago 2

Create a tutorial for just the Caregiver to understand how to use the mobile app.  The one created combines both the agency user and caregiver which will be confusing for caregivers.  You had one once but for some reason its been deleted not sure why and it was a good video too.  Please create a tutorial for only caregivers to view on how to use the mobile app.  Thank you!

+2
Declined

Allow Caregivers to do everything from the app

Tim Cooke 6 years ago updated by Lisa Izzo 4 years ago 1

Currently CGs have to logon to the web portal to change their password for the fist time. This is cumbersome and causing much confusion, Please allow CGs to do everything from their APP including setting their password for the first time. 

+2
Declined

Create a flexible schedule option

Tim Cooke 6 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

We have a client who wants cleaning once per month. They have flexibility around the day it is done and the time of day. 

Please create a way to assign a shift for a specific day but allow the CG to clock in whenever they want that day.

Please also create a way to assign a similar shift but also allow them flexibility to clock in within a date range. For example not before Monday, but as late as Wednesday. 

+2
Completed

Open Schedule report

Brian Perruccio 6 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

Add a column in the Open Schedule Report with how many hours each open shift is and then have a total tally for the report.  So if you pull the report for a full week you can easily see how many HOURS are unscheduled.

+2
Completed

Integration will 3rd Party Payroll Software

ruby mehta (VP Sales) 7 years ago in Payroll updated by Sherry Cassily 3 months ago 6

Please suggest which Payroll Software(s) integrations you want to see in CareSmartz360.

+1

Communication and Tasks

fps 2 months ago in Client Module 0

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It would be highly beneficial to have the ability to select specific recipients under the Communications section when adding comments or notes. For example, being able to share a note exclusively with a specific caregiver and management rather than all users.

Additionally, it would be helpful to have the option to upload photos or documents directly within comments or notes for better documentation and clarity.

Lastly, applying these same functionalities to Tasks would be valuable—allowing users to assign specific tasks to caregivers, management, etc., while also enabling document and photo uploads within tasks. Only those assigned should be able to view and access the tasks.