I would like to suggest adding a secure in-app calling feature within CareSmartz360 that allows caregivers to contact clients directly through the platform without revealing their personal phone numbers.

This feature would be especially helpful in situations where a caregiver needs to reach a client while completing assigned tasks, such as grocery shopping, picking up prescriptions, or confirming care-related details. Currently, caregivers often have to use their personal phones, which can result in clients saving their personal numbers and contacting them outside of agency-approved communication channels.

An ideal solution would allow caregivers to:

• Initiate calls directly from the CareSmartz360 app.
• Display an agency-managed or masked phone number instead of the caregiver's personal number.
• Prevent clients from calling or texting the caregiver's personal phone after the call.
• Keep all communication professional, secure, and within the CareSmartz360 platform.

This enhancement would help agencies maintain professional boundaries, protect caregiver privacy, improve compliance with agency communication policies, and provide a better experience for both caregivers and clients.

Thank you for considering this feature request. I believe it would be a valuable addition for home care agencies that prioritize secure and professional communication.

I would request that when caregiver is leaving a required  visit note there is a minimum character required to prevent place holders (example, .)

I’d like to request an enhancement to how service types are controlled in the Caregiver Portal.

Current Issues

• Caregivers can see all of a client’s authorized service types, even those they are not assigned to. This causes confusion and incorrect service selection.
• If a caregiver selects the wrong service type, the agency has no way to correct it, creating EVV, billing, and payroll errors.

Root Cause Service visibility is tied to the client’s authorized services instead of the caregiver’s assigned service type.

Requested Enhancement Extend the existing caregiver‑specific service assignment logic (already used in the Caregiver Pay Rate module) to Client Preferences by adding a “Service Assignment per Caregiver” control. This would allow agencies to:

• Assign the exact service types each caregiver is authorized for
• Restrict portal visibility to only those services
• Prevent clock‑ins to unassigned services
• Reduce compliance risks and manual corrections

This change would significantly improve accuracy and streamline operations.

Thank you for considering this request. I’m happy to provide examples or clarification.

In CS you can link pay rates to Quickbooks, however you cannot link that for hoilday pay. So for example Weekend Standard Pay Rate is our code in Quickbooks. On a Holiday we bill 1.5x of the Standard rate.

In Quickbooks we have to manually change all rates to "Weekend Holiday Pay Rate" - we would like to link these codes for holiday 1.5x bill rate.  

Hello Team,

I hope you are doing well. I am reaching out to suggest a system enhancement related to how service types are displayed and controlled for caregivers within the Caregiver Portal.

We have identified two issues that are creating operational and compliance challenges:

1. When a client has multiple authorized service types and different caregivers are assigned to each service, caregivers currently see all service types in the Caregiver Portal, even those they are not assigned to. This leads to confusion and increases the risk of incorrect service selection.
2. If a caregiver accidentally selects a service type they are not entitled to, the agency has no way to correct or override the service type on the visit. This creates EVV, billing, and payroll inaccuracies and requires manual cleanup.

The root cause appears to be that service visibility is tied to the client's authorized services rather than the caregiver's assigned service type.

Suggested Solution: The system already supports caregiver-specific service assignment in the Caregiver Pay Rate module, where we can assign a caregiver to a specific service type. We recommend extending this same logic to the Client Preferences section.

Specifically, adding a "Service Assignment per Caregiver" control under Client Preferences would allow agencies to:

• Assign the exact service types each caregiver is authorized to perform for that client
• Restrict the Caregiver Portal to show only those assigned service types
• Prevent caregivers from clocking into unassigned services
• Ensure EVV, billing, and payroll accuracy
• Reduce manual corrections and compliance risks

This enhancement would significantly improve accuracy, reduce administrative workload, and provide a cleaner experience for caregivers.

Thank you for reviewing this request. Please let me know if you need additional examples, screenshots, or clarification.

Best regards, Yohannes

In all of your reports you have really good detailed information (payroll, invoicing, etc) but you do not have a total for the entire column.

Example - I want to know how many billable hours I have for a given week or total for invoicing for the week but cannot total.

It's visually misleading to say that you can only create a custom form for the client until you open up the tool. 

can we add a widget that allows up to see potential clients/ caregiver application that come in? It would be great to see those as a reminder on the front dashboard.