Your whole organization gets one view, the Careswitch assistant does more of the busywork, and notifications keep everyone in the loop.
Enterprise multi-workspace view
Agencies with multiple branches can group them and see everything in one place: a cross-workspace dashboard with consolidated analytics, one workspace switcher, and an assistant that can answer questions across all your branches.
A more capable assistant
The Careswitch assistant now shows its work with live progress, handles files you upload, produces real downloadable file outputs, and can help across more of the product — from archiving clients to posting open shifts — while respecting your permissions with a read-only mode.
Notifications that keep everyone in the loop
Family members and other guests get notified about billing and shift changes; the office gets notified when policies are approved or rejected and when a claim is rejected — and the notifications menu is easier to filter and read.
Additional improvements
- Per-shift Daily Care Note PDF export, and care-note exports on third-party invoices
- Guest portal permissions are configurable per workspace
- Team chat gets search and role-based channel membership
- Client activity history now records archive/restore events, payer changes, cancellation reasons, and assignment reasons
- People search matches full names everywhere
- Address entry validates and geocodes automatically, with a manual override when a location can't be found
- Teach the AI your documentation voice: set workspace-level writing instructions — style, detail level, terminology — that are followed whenever intakes, assessments, and care plans are generated for you
- Re-send an employee's invitation by email or SMS right from their profile — with a "last invited" indicator — or invite several people at once from the workforce table
- Primary and Secondary Manager columns and filters on the sales and client services tables, and qualification renewal reminders that can notify more than one person
- Archive a client's finished services: an Active/Archived filter keeps the profile tidy, and safeguards prevent scheduling or invoicing against an archived service
- Archive contacts you no longer work with — they drop out of search and pickers but keep their history and can be restored anytime — and filter your payer list by Individual, Organization, or Client