When a client goes on hold you can change them to inactive but you can not hold the schedule it is beneficial to  an agency/company to use this feature so we can  ensure the clients records are well maintained and HOLD the schedule and then reactivate when client is ready to resume services. 

You don't necessarily want to have to cancel each shift daily  and run the risk of billing a client when they have not received service. 

You also don't want to have to delete a schedule or future schedule should the client resume. 

I hate to say it but the new template for invoices is quite unprofessional with the column header appearing over each and every visit record on the invoice. And to think there is no other option for users to select a different template to provide to clients.  I was told by support that this new format was requested by many agencies and implemented on 9/30/2020, but I can not believe that a column header over each record was ever suggested.  Or that extra space should exist between the street address and city/state line in the "Make checks payable to" section of the footer.  Or that there is no dollar sign being printed in the amount due in the same footer.  This ultimately cost agencies additional paper.  I am all for improvements but not sloppy ones.

Just how you can can sort them out on the Global Email Log 

Also be able to sort out the messages such as the system replies that Caresmartz is sending to the office members. 

I would like to be able to view just the text that office members are sending to the caregivers, clients etc. 

We have the option to "reject" them, but they are still visible and clog up our application list. Some applications are coming through numerous times. One applicant this month had 9 submissions.

currently the app doesn't have an option to view a full month's schedule or even the week at a glance. It would be great if there was an option to at least indicate which days of the week the caregiver has a shift by coloring the day a different color.  This way, the caregiver knows which day to click on to see a detailed list of the shifts for that day versus clicking on every day until they see what is in their schedule.

I track how many inquiries we receive and clients served through our client identifier: First Initial, Second Intitial, next number in spread sheet...ie: yesterday the inquiry JF9171 was added to my CRM.

I would like to be able to run a report of tasks and communications for other staff to be able to effectively monitor and manage them.

We use the Shift declines to track call outs and denied shifts for review and unemployment reasons. If you a delete a shift though any shift declines under that shift will not show up on the shift decline report. 

Using Caresmartz to view documents. In applications like Google Drive when a PDF is viewed a preview appears and is this possible in Caresmartz? The request is that it is possible to view certificates and other documents without having to download them?