It would be beneficial when caregivers upload/update their compliance documents (Driver’s License, Auto Insurance, etc.) that HR or Client Coordinator gets an email that the documents have been updated.

Smartcare software has a great point system where clients can achieve gift cards etc. Wondering if that is something you all will be looking into for the future?

After caregivers complete their charts, during chart reviews, if we find out that relevant information is not there or they have not charted anything, the agency needs to have the ability to reopen their charts and have them updated it. I had a lengthy conversation with our account person about it. Our previous systems allowed us to do it. The EVV times are locked. So there should not be any issues with just letting them update the tasks when they are not completed. If this would take a while or cannot be done, at least there needs to be an option to add more notes to the specific visit by the caregiver so they can add any missing information or chart based on the compliance requirements.

Is it possible to transfer the list below from the applicant to Caregiver Employee? I think its important to still be able to view this list even after the applicant becomes an employee to see the dates and progress the applicant went through - its good for HR purposes.  In addition we can keep adding to this list and make things flow better for our HR Department.  Maybe it can be moved somewhere in the HR tab page?  In a way this is the Hiring Checklist and can be renamed from Status to Hiring Check List or keep the same name. This feature would really enhance the HR department with other agencies.  Great selling point!!!

There is not way to filter Unapproved Times on Time tracking, please add it. thanks

It would be very nice to be able to add a training video caregivers could access right from the app that shows them how to correctly use the app in easy steps. It can be an inconvenience for the caregivers when they have to come into the office for us to show them how to use the app in person. We do have instructions on paper but sometimes caregivers are better visual learners so I would think that this feature may be able to help alleviate this problem. If you do decide to add videos, please also add another video to show the processes of how back-to-back schedules work as the process is slightly different. Thank you!

Hello, I have feedback for the CareSmartz Admin portal. When looking for Task/ Communication for a client, prospective client, or a personal care worker the Date Range is a little annoying. I think it should automatically show 1 year of notes you can scroll through. If you need something prior to the year showing, the date range would be helpful. In the middle of a call with a client and you would like to find notes. Seeing No Records Found and having to select a date range for notes entered a week ago is not ideal and not very helpful. Please let me know if there's a better way around this issue.