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.

+5

Signatures

nicolaklopez 2 years ago 0

Allow service contracts to be uploaded and allow clients to sign. 

+5
Completed

Add "Unavailable" to Caregiver calendar from Schedule Calendar View

Brian Perruccio 6 years ago updated by Lisa Izzo 5 years ago 3

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

+4

Caresmartz Admin App

Candice Schmunk 2 years ago 0

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. 

+4

Adding Notes After Shift

Nikki Lopez 2 years ago updated by farhana 2 years ago 5

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.

+4

Clock reminder instead of missed clock notification

Todd Crutcher 2 years ago 0

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.

+4
Planned

Need a Deny option when a request comes in from a caregiver

nimmi 4 years ago updated by kate lewis 3 years ago 2

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.

+4
Under review

Attendance Points Tab

lmiller 6 years ago updated by Heather Atkinson 2 years ago 2

Caregiver tab named Attendance Points to track points caregivers may accrue do to call offs, tardies, etc

+4
Under review

Enter date with number pad

kyle 6 years ago updated by Lisa Izzo 6 years ago 4

Number pad only works when entering birthdates but doesn't work when entering schedule dates or other dates. You have to use the manual drop downs. 

+4
Planned

Add "Referral Source" as a category on the left side of the screen

Jennifer Perruccio 7 years ago updated by kate lewis 3 years ago 2

Allow entry of referral sources as their own category in addition to "Clients and Caregivers" so that "Referral Sources" can be accurately tracked and updated.  The address book column "referral source" should be changed to "category" so that each contact in CS360 can be tagged appropriately.  The column "referral source" is named incorrectly.  This is important for agencies who actively market their services and build referral relationships.