Add 2fA or MFA since we are dealing with sensitive data. Thank you!

I suggest that I want to be able to create a classification for example quarte supervisory visit, continues education ..etc that the system will track and remind/keep me updated based/following client starting admission date

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Allow family portal to see if tasks were completed or not but do not publish caregiver task notes unless approved