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

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 Kerry 2 days ago 7

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

+1

New Platform

Erin 1 day ago updated by Josh Mitchell 4 hours ago 1

There are many things I find frustrating about the new platform Caresmartz has switched over to. I have worked in healthcare for over 25 years and have made adjustments when a new system was put into the hospitals, so I have many suggestions.The first and most important is it's not easy to follow as everything looks the same and the asterixs are tiny. It is also not user friendly because I can't utilize the website from a mobile device as there are too many boxes and scroll areas (making it impossible to use from a phone). Many changes need to be made through out the day and having management out in the field, not just sitting at a desk makes it very challenging to update any schedules that need to change. I would use the mobile app, however it doesn't offer a claims code and a lot of our clients all need claims codes added. I also can't make a recurring schedule or change a reoccuring schedule (to update to new days or caregivers) from the mobile app.

Other not as important but time savers the current app offers are listed below.....The save boxes by the phone and address seem redundant since you are saving all that information in the same area as all other demographics and a waste of time with extra steps. I can't see a caregivers entire schedule and compare from the week before without clicking the +1 or 2 to see all of their clients (which comes in handy when changing caregivers to cover shifts for sick or vacation times) I want to see all their clients. When adding a caregiver to a schedule it has open shifts there which has to be deleted every time before adding a new caregiver, before it would highlight it it and i could just hit backspace, now have to backspace the entire words "open shifts" before I can type in the caregivers name (again added steps that don''t seem like a lot, but unnecessary added steps and changes). The old system also automatically placed the date for the end of the authorization period when making a schedule reoccurence now it has to manually entered. Our company name should automatically be placed in the office drop down when entering a new payer source. The referral source should not have to have a first and last name attached, it should be able to be a company without additional information needed. Lastly it is requesting an email now for all clients, this is not something that should be mandatory or in asterixs some of my clients don't have an email address. The new system is too boxy and calendar like. I hope you take these suggestions into consideration.

+1

Scheduling Calendar

Nadia Keyes 4 weeks ago in Scheduling 0

We strongly suggest to be able to view and print a 2 week schedule calendar instead of 1 week or 1 month.

+1

1500 form Signature

gfloyd 1 month ago in Billing 0

Unable to sign the 1500 form and add a signature. 

+1

Add Ability For Client 'Unavailability'

Josh Mitchell 3 months ago in Scheduling 0

With the master schedules, it would help if you had somewhere on the schedule where let's say a family calls 2 months prior or whatever it is, and they say, I will be in town this day to this day, can you not have a caregiver those days. We also don't want to change the master schedule as it stays the same otherwise, it's just that one day or one week. Instead of us having to remember, the only other way is to publish those schedules out and then remove those days manually after published. Otherwise, when publishing master schedules, nothing stops us from publishing the day they don't want care. I think this could be beneficial, especiailly if you have a client that is only published a few weeks out at a time. If we were published greater than 3 months out, it wouldn't be a problem likely as I could just cancel the shift on the schedule. However, with summer and changing schedules, we aren't publishing longer than 4 weeks at time sadly!

+1

Agency App

Josh Mitchell 3 months ago in Scheduling 0

When cancelling a shift by caregiver due to a call in or something, on the computer it gives you the option to create open shift. The Agency App does not. It just cancels the shift. Please allow ability to create open shift. Not sure if this is a bug or just an idea to implement.
Also, it would be great if in the agency app we could see a longer thread of the sms messages.

+1

Search Ability

Josh Mitchell 3 months ago in Client Module 0

Please allow the search box at the top to be able to search more than just active people in the system. Sometimes we get a call about a client we deactivated and we just want to quick search them. Or a former caregiver/employee...etc. It just seems like to many steps to go to client list, change to inactive or all and then search. I just want to quick type and the account come up! 

+1

Admin Tasks

Josh Mitchell 3 months ago 0

Please implement where a list of tasks will show up on dashboard that are overdue so you can't just go past them. Also, when you put in reoccurring tasks, don't have it show up that you have that number total to do. If I have the same task every Monday and want to check it off, I don't want to see that I have 177 tasks on my dashboard, or it just doesn't feel important. I don't want to see that task until I complete the other reoccurrence or click not completing. My office staff don't seem to even bother looking at it anymore because it's not organized. And if you go to view all, and do the next 7 days, it is in the wrong order of what's due. I think if we could make them more visual on the dashboard, it would work a lot better!

+1

Family Room

Josh Mitchell 3 months ago in Client Module 0

Allow a better visual for clients and their family members on the client portal to see the information they want to know right now. For example, in our old system they could immediately see tasks completed and notes caregivers entered. Currently, it is so condensed at the bottom of the Client Portal. Some may not check it every day, so they want to easily scroll through, not have to change the date. It just seems like the main dashboard could be better used, or have a different area that lists all the shifts every day with the completed task and notes!