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.

Referral Source Leads and Specific referral source
We are trying to track both the lead source (ie hospitals, rehabs, care coordinator) and the specific referral source within the lead source (ie Upstate Hospital, Elderwood Rehab, Aging Advocates Care Coordinator). Currently you can do one or the other. We would like to have the ability to add both the lead and referral as outlined above.

Auto Clock In Out Should Auto Check Task
When the client's schedule is auto-clocked in and out the tasks should also be auto-checked as well. (making the timesheet accurate)

my suggestion would be to add a tool for caregivers to be notified via text of approved shifts
my suggestion would be to add a option to notify caregivers via text message about approved shifts

Mobile App Task Button
The "all task" button should be eliminated. Staff are checking the button as they have completed all tasks, when some tasks should not have been completed on certain days/shifts. They should only be able to check each task button as they are done, not all at the same time. Thank you!

Client Signature Forms
It would be much more convenient if you could attach multiple caregiver emails to send a signature form, instead of individually, as there are more than one caregiver scheduled for a client. Thank you!

Care plan shows fields left blank on assessment and makes the care plan unnecessarily busy.
Please make changes to care plan to hide fields that are not used. The assessment form has a very useful function that allows you to have conditional components that only show if the value of the particular question is "yes" For example, Is Seizure support required? if the answer is "yes" the next three sections will display to allow for all details regarding seizure support to be entered. If the answer to this question is "no" the sections regarding details about seizures will stay hidden. This is great! However, this feature loses it's value when looking at the care plan generated by this assessment, as the care plan will show all the empty fields regarding seizure support, even when the answer to the question Is seizure support required is "no".

Add caregivers address to be viewable on agency app
I can see clients addresses on my agency app but I can not view caregivers addresses.

Adding Duplicate Files to Employee Files
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.

When all caregivers make the same amount of money no matter what their service type is
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
Customer support service by UserEcho