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.
Create ability to process all invoices with payment method on file all at once
Create ability to process all invoices with payment method on file all at once and send email with invoice to client or contact or payer, all with a click of one button.
Ability to delete client records after 10 years (or automatically delete)
Standard health records retention laws are to shred files after 10 years, and to delete digital data. Currently, there is only an option to make a profile inactive, but this status can easily be changed so that the file details are visible. Need a way to delete the record, automatically delete it, or somehow lock it so only super admins can access
Weekly Care Summary Signature
Hello,
Is there a way to have A:: clients populate in the Weekly Care Summary Drop down instead of selecting them one by one? It is tedious. Thanks
Please go back to the old version. This latest one is very hard to navigate and is somewhat confusing.
This latest version that was implemented yesterday does not add any benefit. It is hard to navigate and confusing to read. Thank you for considering.
Please add a delete or inactivate option to remove applicants from caregiver applicant list
Please add a delete or inactivate option to remove applicants from caregiver applicant list. Some caregivers have trouble submitting their application and end up submitting more than once.
Communication and Tasks
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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.
Allowing SMS to Send Image Files
Please Allow Agency SMS line to Send Image Files and potentially attachment
incident report
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.
add oig
OIG OFFICE INSPECTOR GENERAL FOR CRIMINAL BACKGROUND THAT FLAG ANY HEALTH WORKER WHO IS NOT ALLOWED TO WORK IN THE HEALTH FIELD
Customer support service by UserEcho
