Feature Requests

When an invoice is sent to a payer, the option to include care note documentation with the invoice.

Invite family or other members of a clients care team to join your workspace. Control what they can see, such as: Upcoming events, recent activity and Invoices (if payer). This feature is commonly called the "Family Room Portal"

Create customizable supervisory visit forms to collect agency-specific and state-mandated information. Implement automatic version tracking with timestamps for each form completion or update, ensuring a comprehensive historical record for audits and compl

Overview We're introducing a new feature that allows organizations to better track and understand why shifts change status throughout their lifecycle. This enhancement provides valuable insights into workforce management patterns and helps identify areas for operational improvement. Key Features Configurable status change reasons for shift transitions Built-in default options to get you started Comprehensive tracking of status changes across your organization Applies to all shift status changes except "In Progress" Business Benefits Gain insights into shift modification patterns Better understand staffing challenges Track important metrics like call-outs and cancellations Support data-driven workforce management decisions Implementation The initial release will focus on data collection and configuration capabilities, laying the groundwork for future reporting and analytics features. Note: This feature will be automatically enabled for all workspaces with a standard set of default options that can be customized to match your organization's needs.

caregiver compliance tracking ex. TB test results and renovations, expire documentation reminders calendar for admin to add meetings assessments

In the old version we were able to move the pin where the location was for clients. I've personally had 3 clients where the location that Careswitch said it was, was very wrong. There is a glitch where some addresses cannot be added due to the system only wanting to recognize addresses that USPS does. This should not be the system used as some client's live in remote locations that do not receive mail to their homes.

When working on schedules for each Care Recipient, it was great to work on it a month at a time (not just see a week at a time when in shifts tab)like the old version of Careswitch. Could this be added back in?