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.
Add Supervisor filter to compliance reach
Can we add Supervisor to the filter for compliance? This will help us eliminate work on our end.

Caregiver Compliance Documents
It would be beneficial if caregivers could get a pop-up notification when their compliance documents (Driver’s License, Auto Insurance, etc.) are expired or coming due. Caregivers tend to ignore emails.
allow longer phone extensions- many of them are seven digits long and you only allow for 4 digits
For phone extensions- you only allow 4 digits but many client phone numbers in Nova Scotia are 7 digits long- especially if they are living in a senior complex/appartment building
Ability for Clients to fill out assessment information.
Clients should be able to fill out assessment information like medications and other notes for helpful information.
Assessments in the system are by nature meant to be completed by an impartial third party to best define client abilities and needs.
Currently, even the custom forms are not fillable by users outside of your agency. I believe we are exploring this possibility for a future enhancement. When that happens, this would be something you can accomplish with a custom form.
A report that a shows caregiver usernames. or reports that can be customized in general.
allow for customizable reports so we have the option to decide what information we need.
Thank you for your feedback. I have submitted this request for review and potential addition to our roadmap.
Custom reports currently exist in Caresmartz360 under the reporting module. If you have questions about how they work, please reach out to support.
Disciplinary Issues
I need a place to document my caregiver's misdemeanors in their HR tab. I would like a separate header similar to "Meeting Pay Rates", "Separation History", "Caregiver Compliance" where we could add fields of common offences. We need to keep track of the date of the offence, the action or remedy taken. This will help us with matching caregivers to clients and when it comes time to let the caregiver go we will have sufficient evidence to support their dismissal.
EXPENSE DISABLE FUNCTION to all employees
We need to disable the Expense option function to the employees in the Caresmartz 360 App so the employees do not enter the units and rates on their own as they wish.
We had an issue with this as an employee entered incorrect unit and rate on their end and was Paid extra.
I would like to be able to invoice and pay on both a minimum and round to the nearest quarter hour as well.
i currently can't set up the system to have a minimum time and allow it to round after the minimum time.
Customer support service by UserEcho