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Good news! This option is already available to you. 

Navigate to Settings>>See All Settings>>on the left side, you will see the Modules, select Client>>DDM Client Management
From that drop down list, you can select Payment Type and click on the green plus button to add the new payer types you require. 



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We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.

It may be some time before the enhancements come to fruition. In the meantime, the scheduling scenario that you are describing is a great fit for Visit Recurrences. You can create a schedule to repeat on an interim basis. To do this, create a visit and when prompted if you want to create a recurrence, select yes. From there, under Range & Recurrence, you can choose Monthly, and then the recurrence pattern. For example, if you go to the client on the first Monday of every fourth month, that is the second option. If the visit happens on a set date, i.e. the 15th of every third month, then the first option once you select monthly would apply.

Be sure to keep an eye out for the improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.

Thank you once again for being an essential part of our community!

Thank you for your feedback. 

As with many configurable fields in Caresmartz360, the gender drop-down is customized under the Client module in the Admin Settings, but cascades out to the Caregiver profiles as well. 

Those selections are also available if you collect this information on the application form. 


Caresmartz360 is designed with a high degree of configurability, which means it's incredibly adaptable to meet the specific requirements of diverse agencies, regardless of their location or operational nuances. This flexibility allows us to tailor the platform to align with your agency's workflow, processes, and objectives.

Whether you're dealing with varying regulations, different care models, or specific preferences in how you manage your operations, Caresmartz360 offers a range of configurable features and settings that can be adjusted to suit your needs.

If you have questions or would like to see this demonstrated, please join one of our workflow webinars or reach out to Support. 


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!

You can find the configuration for the Gender drop-down in Settings>>Client>>DDM Client Management>>Sex

From there, click the green Add button, and add the selections that are relevant to you and your client base. 

Thank you for your interest in the Caresmartz360 Feedback forum. It appears you have not provided any content in your submission. Please feel free to submit your ideas to us at any time. 

Thank you for taking the time to share your feature request with us. We truly appreciate your contribution to making our platform even better. Your idea has been noted, and our team will review it thoroughly to determine its feasibility and potential impact.

We value your input and will keep you updated on any developments regarding your suggestion. Feel free to keep the ideas coming – your feedback helps us enhance the user experience for everyone.

We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.

Be sure to keep an eye out for the improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.

Thank you once again for being an essential 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.

You can use the Medicaid ID field, alpha-numeric inputs are allowed. 

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!