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.
Finding suitable caregiver for a NEW client
There is no way to find caregivers who live close to a potentially new client. I can only do a "Find Caregiver" option for existing clients. Is there anyway for find geographically close caregivers options for a NEW/ Potential client that is NOT in Care Smartz. Sometimes we want to check and see if we have suitable staffing in certain areas before we sign anyone up.
Even if I create a "Prospect Client" in the system, I am still not able to find care givers who live close to the client. I think this will be very important for agencies to quickly find caregivers who live close to a particular address. I can discuss this in details with the Dev Team. Thanks
Would it help to sort your caregivers by ZIP code? You can do this on the Caregiver search page, by clicking on the column header. Then, you can see if any caregivers live in the same ZIP code or a nearby ZIP code.
You could also create territories in your portal. Each territory could represent a group of ZIP codes or a group of suburbs. You would assign each client to 1 territory, and your caregivers could be assigned to 1 or more, depending on where they live.
Here is a link to a video of how to use this feature: https://intercom.help/caresmartz/en/articles/3164210-territories
We have made several improvements to our invoices in the…
We have made several improvements to our invoices in the past few months. I hope that you find them to be helpful.
Care Plan available for contacts versus just client
I would like the Care Plan available to contacts. 95% of the time the "contact" is the one hiring an agency and paying the bills. They should be able to look at the Care Plan since they are the ones who probably created it. This would also enable them to make changes as necessary also.
Thank you for submitting your software enhancement request. After careful consideration and analysis, our team has determined that the ask you have made is not feasible at this time.
In order to protect the integrity of the data, profile deletion is not allowed at this time. You can however, de-activate the duplicate profile.
We appreciate your interest in improving our software and your willingness to share your ideas with us. We take all enhancement requests seriously and strive to deliver the best possible user experience. However, we believe that the feature you suggested is not necessary as there are existing workflows in our software that can achieve the same outcome.
We encourage you to explore the current workflows and take advantage of the functionality already available in the software. Our team is also available to assist you with any questions or concerns you may have regarding the current workflows.
Thank you again for your valuable input and for being a part of our community. We look forward to hearing from you in the future.
Add a custom rate for secondary payer
Would it be possible to create a custom billing rate for secondary payer? Currently, all visits are billed at the same rate for secondary payer as primary payer. But a client with a primary payer with authorization (such as VA authorization) needs to be billed at 1 rate while the secondary payer (typically the client) needs to be billed at a different rate.
Bulk deleting of tasks please.
I would like to request a function be added to scheduling. Specifically having the ability to create something like task templates for scheduled shifts, or have the ability to bulk delete tasks from shifts. Everyone in the state of Idaho has to have specific tasks on a specific bill code. For example, Homemaker code has to have only 5 tasks on it, but when I create a Homemaker shift, all the tasks possible show up and I have to manually delete each excess task, which is about 12 tasks. It is the most time consuming part of scheduling and feels very unnecessary.
to print caregiver application and pay stub
Hello can you ake the caregiver application available to print the the same form they file out becaused is required in my state and also pay stub prin out easier
We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.
Caregiver applications are printable from the Key Documents section in the appropriate Profile.
As Caresmartz360 is not a payroll program, paystubs are not available. There are a variety of reports available if you need to print caregiver hours.
If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!
We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.
If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!
Family Feedback
Several times the Caregiver forgets to leave a feedback to the family when they are awaiting the feedback. You should allow the Admin/Office to call the Caregiver and have her dictate a note and then the office to send to family.
We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.
If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!
https://www.intercom.help/caresmartz/en/articles/5416546-publishing-caregiver-notes
Bill type to be "Units"
The agency would like to have "Units" as an option to select as bill type. This is for a service such as Non-Medical Transport, where the client is allowed a specific number of Stops or Units each month. The agency would then like to be able to have these units count down against an Authorization.
We greatly appreciate your feature request and your dedication to enhancing our platform. We're pleased to inform you that the feature you mentioned is already in place and available for use. It's great to see your engagement and interest in making our platform even better.
If you have any further suggestions or questions, please don't hesitate to reach out. Thank you for being an important part of our community!
Customer support service by UserEcho
