We need an option to add Physician information for the client on the main profile tab. It should include Name, contact info with phone number.

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

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. 

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. 

When an agency user creates a task in the admin settings>client>DDM client, it would be great if that person could also create options that would appear "under" it.  This would work similarly to the way Pets and Meal Preparation work now.

Ability to show scheduled and open hours of Clients and Caregivers in Weekly Schedule Calendar view.

In the profiles under the Documents tab you can create folders for the documents. it would be super useful if you can set Privacy conditions on the folders like you can do on the documents. 

We should be able to select multiple clients or caregivers or staff when creating tasks as they may have the same task due on the same date and it takes up admin time to go into multiple people and create separate tasks. We should also have the option to make tasks reoccurring. This is a basic function in all other software I have used prior to caresmartz. Such as wellsky and ersp. 

We need to ability to undo delete, multiple delete, and PROMPT if a shift that already has notes is being deleted.