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.
Caregiver location / Live Map
Current location of Caregiver can be tracked in Live Map to ease Scheduling.
We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.
If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!
Clock reminder instead of missed clock notification
You are able to turn on an SMS notification that sends a message to the caregiver letting them know that they missed their clock in or out. This message is sent once the threshold time has passed, so there is not much the caregiver can do other than contact the office. This could work much better if the notification could be sent on a different schedule than the threshold time.
For example, if the shift ends at 1:00 pm and the threshold is 20 minutes after the clock-out time. They get a text message at 1:20 telling them that they missed the clock-out. It would be nice if instead, (or maybe also) could get a proactive message reminding them that it is time to clock out, at say 1:05 or something, This way the can still clock out and document their tasks issue instead of just being notified that they were late and not being able to do anything about it.
CRM development
The app does not have a full CRM capability that can handle a funneling system. this can help in measuring each Referral source when a Lead is referred. This will allow a company like ours into monitoring and measuring the potential of each Referral source and the lead that we get.
On tasks and communication default the view to all items
On the Tasks/Communication tabs, the default view for tasks, comunication, email, etc. is basically 1 week (it is actually 2 weeks but the from date is a week in the past and the to date is a week in the future). It is rare that a person is looking for somthing in the last week. More often we dont even know what the date range of what we are looking for is so we end up changeing the start date to several years ago so we can capture everything.
It would save steps and be faster if the system automaticaly defaulted to showing all items and then let the user narrow it by date if they want.
Add "Unavailable" to Caregiver calendar from Schedule Calendar View
When in the Caregiver Schedule Calendar view it would be great if you could add an "Unavailable" marker directly from that screen. Sometimes you are going through the staff in that view and someone will comment "I'm busy this weekend". Would be great to be able to mark that on the calendar right from there instead of going back to the Caregiver Profile
Caresmartz Admin App
There should be an option to message the caregivers back and reply to their incoming messages through the app. As well as send them messages. The point of the app is to be able to be mobile and monitor your business but we can't reply to incoming messages. This doesn't make sense and is a hindrance. The app almost seems useless. I have used other apps that the app will also have a notification if a clock in is missed etc. All this app allows you to do is see the schedule for the day and the contact information for the client and caregiver. The numbers aren't live links that you get then tap on to dial. You can't make any changes to the schedule through the app besides editing the existing schedule.
Adding Notes After Shift
Some clients require continuous care with no downtime to add notes. There should be the availability to enter notes after a shift ends. It is a lot of work to get notes from caregiver, then have to find a compute to update on their behalf since I can even do that from my cell phone unless I am editing a previous msg.
Custom Profile fields
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.
Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better. Your idea has been noted, and our team will review it thoroughly to determine its feasibility and potential impact.
We value your input and will keep you updated on any developments regarding your suggestion. Feel free to keep the ideas coming – your feedback helps us enhance the user experience for everyone.
Need a Deny option when a request comes in from a caregiver
When the scheduler receives a open shift request from a caregiver, currently there is only Accept or Ignore option available. If the shift is already filled, we need an option to DENY the shift so the caregiver knows that shift is not available. Instead, if we just ignore, they keep calling us to ask about the shift. This is wasting a lot of our scheduler's time answering all the requested caregiver phone calls. If an ACCEPT option is given, there should be an equivalent DENY option so the scheduler can DENY the request when the shift is not available. I hope you can provide us with DENY option ASAP so we don't have to waste a lot of time on the phone for unnecessary stuff.
Customer support service by UserEcho