Careswitch
Roadmap
Feature Requests
Changelog

Boards

Feature Requests
118

Roadmap

Under Review

Generate Caregiver Matching Criteria from summary
Feature Requests
Add customizable shift status change reasons to workspace settings
Feature Requests
Docusign API Integration
Feature Requests
Delete Voided Invoices
Feature Requests
Ability to send invoice to additional clients (CC or BCC) via email
Feature Requests
Bring back separate Policy settings for ACH and Credit Card convenience fees
Feature Requests
Add 'Payment Method' to Billing / Invoice Tables
Feature Requests
Electronically fax care notes and invoices
Feature Requests
UX Improvement: Creating New Clients & Services
Feature Requests
In Shifts, date filters should remain the same when switching from calendar to table view and vice versa (whichever time range is selected)
Feature Requests
Add "Good Friday" and the "Day After Thanksgiving" to default list of holidays.
Feature Requests
Ability to set Caregiver Unavailability
Feature Requests
AI Rules Based Caregiver Bonus Compensation Pay Modifier
Feature Requests
Post completed Intakes to Client Activity tab with link to view
Feature Requests
Add "Actions" button to Service Details page
Feature Requests
Modify Schedule Creation Process to Not Require a Care Plan
Feature Requests
Add Alternate Address to Care Recipient Profile
Feature Requests
Messages sent to caregivers synced with their personal numbers and/or email addresses
Feature Requests
Introduce a 'Copy' feature for shifts
Feature Requests
Display summary of availability on employee schedule tab
Feature Requests
Flagged Care Tasks
Feature Requests
Add employee hours totals: Hours worked / Hours Scheduled per week to schedule view on native app
Feature Requests
Workspace Locations (Multi-Office Support)
Feature Requests
Custom Pay Rate Modifiers Per Client / Service
Feature Requests
Improve Care Plan / Assessment saving UX with progress spinner and or skeleton loading
Feature Requests

Planned

Add ability to hover over recorded clock in/out, travel, and mileage, and see the notes/reason the caregiver submitted (rather than clicking into each shift).
Feature Requests
Multi-Payer Services
Feature Requests
AI Interactive Elements and Improvements
Feature Requests
Configure Required Employee Qualifications in Workspace Settings
Feature Requests
Nurse Supervisory Visit Tracking
Feature Requests
Proactive AI Shift Confirmations and No-Show Workflows
Feature Requests
Care Task Templates
Feature Requests
Family / Guest Access
Feature Requests
Job Applications
Feature Requests
Service Updates: Add Notes, Notify select Employees and post to Client Profile Activity tab
Feature Requests
Hover service status to view last update
Feature Requests
AI Assist: Open Shifts Job Board
Feature Requests
Billable / Unbillable Overtime
Feature Requests
Apply Billable Overtime Discount on Shift Assignment
Feature Requests
Apply Billable Overtime Discounts to Services
Feature Requests
Render Billable Overtime Projections on Caregiver Assignment page
Feature Requests
Configure Billable Overtime Policy in Workspace Settings
Feature Requests
Agency Branded Care Note Exports
Feature Requests
Web Toast notifications when new message is received
Feature Requests
Read receipts on messages in channels
Feature Requests
@mention people in channels
Feature Requests
Auto clock-in/out function
Feature Requests
Show AI instructions in side panel when performing assessment / care plan
Feature Requests
Add ability to configure clock-in time window
Feature Requests
Improve Contact Creation / Linking Process inside CR Profiles
Feature Requests

In Progress

Enhancements for Shift Cancellation Management
Feature Requests
Updated shift hover card and new shift status change forms
Feature Requests
Service Start Date and Bill Period Start Date Issue
Feature Requests
Supervisory Visit Form
Feature Requests
Native App: View job board and select Accept / Not Interested on Open Shifts
Feature Requests
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