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Under review

The ability to add re-occurring compliance items to the clients.

Tawnie Hartley 5 years ago updated by Lisa Izzo 4 years ago 3

To input required visits, set to the next due date.  In tasks, we can only see it if we created it or were assigned. This way we would be able to pull a report to follow up on information as needed.  

Also to be able to set a re-occurrense in the compliance area, for both clients and caregivers.  

This idea has voting disabled at this time, but Embrace Care would absolutely love this feature. We love the Compliance Item feature for Caregivers and it would be a game changer if it was also available for clients alike. The ability to customize the compliance items themselves, upload the individual documents, set expiration dates, etc. is not only extremely valuable, but very easy to track and run one report to get many results. Upvoting this X3000!

Under review

Roger,


Can you please provide some use cases?  What would you be putting in as compliance items?