create repository for caregivers and for clients. For caregiver to access HR clients that MUST be aval for all caregivers at all times. Per the state of CA for cample, for clients to access next week activities.

In the Admin/Agency phone app, there's no way for a supervisor to create an OPEN shift when a caregiver cancels. I would recommend that an option be added that when a shift is cancelled, a pop up appears asking if you want to create an open shift with the same parameters. This option happens on the desktop version, so it would make sense to offer it on the phone app as well, especially since majority of supervisors are out in the field and not always at their desktop.

We should be able to see what caregivers have successfully downloaded and installed the CareSmartz app

It would be helpful to include goal data directly within the Care History to give a comprehensive picture of the entire session if we just need a snapshot of 1 visit 

It would be nice to access uploaded documents in the agency app for all admin users.  Ease of use while in the field.

What is the viability that a revenue projections report could be generated by CareSmartz? This report will simply estimate future revenue, track time periods with revenue streams, compile historical data and track expenses. Also, could you remove some of these reports, and describe the information. If you have a type of projection report available under a different name, please identify.

Allow family portal to see if tasks were completed or not but do not publish caregiver task notes unless approved

We frequently work with clients who receive mail at an address different from where care is provided. Currently, the client profile only allows for a single primary address, which has caused some challenges with routing important documents accurately.

Would it be possible to add a mailing address selection box on the client’s main page—ideally within the Address section—that allows us to designate:

• A primary (care) address, and
• A mailing-only address

Having the ability to select which address is used for mailings versus care location would be extremely helpful for our team and reduce the chance of errors.

I was not able to include the tasks in the assessment of a client. Now I cannot delete the incomplete assessment and have to start back over. I am requesting for a "Delete" button instead of having to start all over.

We have a client that requires alternating schedules with different times every 2 weeks. We are not able to publish this in the mast schedule since it is not a bi-weekly schedule. Having to adjust this schedule on a monthly basis can be an inconvenience.