I can see clients addresses on my agency app but I can not view caregivers addresses. 

Please add the ability to create you own custom agency/office specific fields in the Caregiver, Client, Payer, profiles. This could be on a seperate tab in the profiles and include the ability to add standard fields like, Single line text, multi line text, single select and multi select. 

I need to add duplicate files to our employee files to save up to 10 years, but the system will not allow me to do so. How can this be fixed? 

For example, if I need to add an updated background check to a Caregiver's file, it will only allow me to edit the file and add the newest background check opposed to allowing me to add multiple of the same file type to the employees account in CareSmartz.

Hi, for our organization, no matter what the service type is, the caregivers are each paid their hourly rate. It' super time consuming when we add a new bill rate to go to every single caregivers profile and add this service type manually. There should be a way to just have one button that the caregivers wage is always the same no matter what the service type is

Insurance companies and the VA requests care notes with invoices. It would make life more efficient for us, and them, to get ONE email and not 2. The email icon after creating invoice should be able to attach notes. Running this business and having to go elsewhere to download and upload 2 documents is not efficient not the best use of our time. 

After being in this industry for over a year, we've got a handle on how private insurance folks operate. It became clearer once we began taking insurance plans and signing contracts with authorization IDs. After hearing some advice from a manager at one of our contractor companies, they emphasized the importance of including authorization IDs on our invoices for better tracking. Frankly, I'm let down by the fact that CareSmartz360 doesn't allow us to customize our invoices. I get that they don't offer a wide range of services, but still, it's a bummer.

Having authorization ID with service type and the option to have the caregivers name on the invoice.

Remove tasks, message requirements for back to back shifts. Make scheduling and clock in/out easier for ADL/IADL back to back shifts. We've had issues with the auto clock out/in not working.

create an availabitly and unavailability tab for clients like you do with staff

I have been finding myself purchasing different software just to get the things that I need. I would absolutely love to have everything in one place. Alerts are very imperative to running any form of business, especially healthcare. When it comes to alerts and reminders that is very important for our organization. I think that the alerts should be made priority. 

Examples 

1. I have Medicaid clients that are required to have supervisory visits every 30, 60, 90, or 120 days. If there were a recurring reminder in Caresmartz360_Agency when the supervisory visits are due it will save agencies from a lot of citations, and will help us stay organized and on top of our paperwork

2. Reassessments if a client is due for a reassessment the nurse and agency should get an alert that these reassessments are due. One thing that agencies always get cited for no matter what state is missed supervisory visits and missed reassessments. Having these alerts will assist us in maintaining proper care for our clients, and not missing these visits. 

The alerts piece that is missing from CareSmartz could be the most important thing to all agencies these alerts should be via text message, email and notification through the app.

I also know that there will be a cost to this and this could be made an A la carte option for agencies to pay a little extra for this service, and I am willing to do that. There is already a space for this on the client profile under reassessment the date if there were at least three more boxes added there then this will take care of the alerts portion.