.

It would be highly beneficial to have the ability to select specific recipients under the Communications section when adding comments or notes. For example, being able to share a note exclusively with a specific caregiver and management rather than all users.

Additionally, it would be helpful to have the option to upload photos or documents directly within comments or notes for better documentation and clarity.

Lastly, applying these same functionalities to Tasks would be valuable—allowing users to assign specific tasks to caregivers, management, etc., while also enabling document and photo uploads within tasks. Only those assigned should be able to view and access the tasks.

Please Allow Agency SMS line to Send Image Files and potentially attachment

It would be helpful & productive to have a report created asap for pulling incident reports and also adding in CS360 a selection for input of is this incident or injury for "client" or "yourself/caregiver". So in reality we could pull 2 separate reports for injuries/incidents to look at clients or our caregiver history and not have to dig for it and try to remember the date of the incident.

Please add Client Type as a filter in the scheduling calendar. We are assigning clients by client type and client type is one main grouping for our reporting.

We are trying to track both the lead source (ie hospitals, rehabs, care coordinator) and the specific referral source within the lead source (ie Upstate Hospital, Elderwood Rehab, Aging Advocates Care Coordinator). Currently you can do one or the other. We would like to have the ability to add both the lead and referral as outlined above.

When the client's schedule is auto-clocked in and out the tasks should also be auto-checked as well. (making the timesheet accurate) 

my suggestion would be to add a option to notify caregivers via text message about approved shifts

The "all task" button should be eliminated. Staff are checking the button as they have completed all tasks, when some tasks should not have been completed on certain days/shifts. They  should only be able to check each task button as they are done, not all at the same time. Thank you! 

It would be much more convenient if you could attach multiple caregiver emails to send a signature form, instead of individually, as there are more than one caregiver scheduled for a client. Thank you!