You can now receive notifications by text, in addition to email and browser alerts. Choose Text as a delivery method in the web or the mobile app, then switch on the notification types you want. Every notification that’s on will send you a text, so you can stay informed even when you’re away from your computer.

When one caregiver cares for two clients who live together, you can now schedule it as one shared visit. Each person keeps their own care plan, tasks, care note and signature, while the visit is billed once, paid once and verified once. You’ll choose a bill rate priced for two, and the caregiver clocks in and out one time for both clients. If your agency pays extra for these visits, you can set a Couples Care premium, and Careswitch will add it to the caregiver’s pay automatically.

You can now schedule trainings, orientations, in-services and staff meetings right in Careswitch. Add attendees, keep a waitlist when seats fill up, and mark who attended. For paid events, caregivers are paid for their time at their base rate, with mileage and travel time if your agency chooses, and you’ll approve that pay before it reaches payroll. Caregivers see their events on their schedule and get a reminder before each one.

Recording private-pay payments just got easier. Enter a check, transfer, or cash payment once, apply it across multiple invoices, and save any remaining amount as payer credit. Track payment details, balances, and history—all in one place.

Spend less time chasing paperwork with reusable templates for checklists, acknowledgments, and more. Choose who completes and signs each section, send forms to your team, and track responses and approvals. Built-in reminders help keep everyone on schedule.

Until now, a recurring open shift had to be filled by one caregiver for every day. If someone could only work Mondays, your office had to undo the other days shift by shift.

Now you can choose to let caregivers take some of the days. When you post a recurring open shift, select Caregivers can pick weekdays. A caregiver can then claim only the weekdays that work for them, and the remaining days stay open for someone else.

On the Documents page, open the … menu on any document, file, or form and select Pin. Pinned items move to a Pinned section at the top of your list, so they’re easy to find when you’re busy.

Pins are personal. They only change your own list, not your coworkers’. Next, if you delete a document or file, its pins are removed with it.

A private-pay policy can now have its own billing settings instead of following its payer. For Travel Mileage, Travel Time, Errand Mileage, and Other Expenses, you can choose to use the payer’s setting, bill, or not bill. You can also set the policy’s own mileage and travel-time rates.

This matters because new mileage and travel-time lines now bill at the rate of the policy they’re billed under. That helps your invoices match what you agreed with each client.

Availability that repeats. Each day of a caregiver’s availability can now repeat every few weeks or months, such as every other Tuesday. Weeks they’re off show as unavailable in conflict warnings, assignment badges, and open-shift matching, so you won’t schedule someone on a week they’ve told you they’re out.

We’ve made offers easier to understand, so caregivers can answer faster.

The “All Shifts” notification setting is now split into separate switches, so you can choose exactly which alerts you receive. This includes Caregiver Missed Clock-Ins, Caregiver Missed Clock-Outs, and a new Open Shifts Filled switch for when a caregiver claims an open shift.

This release makes it easier to find caregivers for open shifts. You’ll also find more flexible cancellation and care-task settings, new Looper capabilities, and improvements to billing accuracy.

Offer Shift now sorts caregivers by distance from the client by default. You can also sort by name or by visits with that client. Each caregiver’s row shows how many visits they completed with the client in the past 12 months.

The previous Only available toggle has been replaced with two separate filters:

When canceling a shift, you can now select Bill the client for this shift anyway alongside the option to pay the caregiver. This lets you make both decisions in one step. Mileage, travel time, and expenses remain written off.

Stacked visits now display Stacked _ of _ on both the calendar block and its hover card. Opening Shifts is also faster, and the calendar returns to the view and week you last used.

In Settings → Policies → Care Tasks, you can set an agency-wide default requiring all care tasks to be completed before clock-out. Each care plan can follow that default, always require completion, or allow clock-out without completing every task.

Looper can now create leads in Sales and add or remove tags on client and caregiver profiles. It also warns you before assigning or moving a visit that overlaps another visit on the caregiver’s schedule.

Caregivers report call-outs themselves is now off by default for agencies that have not configured this setting. Enable it in your outreach settings if you want caregivers to report call-outs through the portal.

This release adds custom note categories, caregiver-specific mileage rates, and more ways to manage expenses and billing. We’ve also improved authorization calculations, accounting sync, and caregiver shift information. Events and the new Help center are available to agencies where those features are enabled.

Create custom categories in Settings → Tags → Note Categories and apply them to caregiver, client, contact, and shift notes. You can filter Activity by category or use the new Notes page to review categorized notes across your workspace. The Notes page includes date, person, and category filters, plus CSV export.

A new Mileage rate in Employment → Pay Rates lets you override the workspace mileage rate for a specific caregiver’s shifts. Setting the rate to $0 prevents mileage from being included in payroll for that caregiver. Completed shifts keep their previous rate.

Set up your offices and assign an office to each territory so client documents display the appropriate office contact information.

For more information, view the Knowledge Base article on Territories.

Settings → Policies → Expenses now brings together Travel Mileage, Travel Time, and your custom expense types, organized into Built-in and Additional sections. Expense types also support Minutes and Hours as units.

In payer settings, Add-on Reimbursements is now labeled Expenses, with a separate Bill setting for Errand Mileage. Existing payer billing stays the same until this setting is configured.

Use the new Client Tags filter on Billing → Items to narrow the client list and its summary totals.

Bill rates entered in Settings → Services now appear when creating shifts, editing shifts or schedules, and scheduling through Looper.

This update gives caregivers more control over notifications and conversations, adds expense tracking, and makes it easier to move between back-to-back shifts. It also introduces App Lock and another way to receive sign-in codes.

In workspaces that use Express Interest, caregivers can tap I’m Interested on an open shift instead of claiming it immediately. If another caregiver is selected, they’ll receive a notification when the shift is filled.

When your workspace enables App Lock, caregivers returning after the configured timeout must unlock the app using their device’s biometrics or passcode. If their device has no screen lock configured, they’ll be asked to sign in again.

In Settings → Notifications, caregivers can turn email and push notifications on or off and choose which notification types they want to receive.

New Unread and All filters help caregivers focus on new notifications or review their full notification history.

Caregivers can hide conversations from their main chat list and find them in a Hidden Conversations folder. The folder appears after the first conversation is hidden and shows the number of hidden conversations and unread messages.

Conversations can be unhidden at any time. Office staff can still contact caregivers, and notifications continue as usual.

Public channels cannot be hidden.

If text messages aren’t arriving, caregivers can select Not getting texts? Use email instead on the Sign In screen to receive their code by email.

Caregivers can add, edit, and delete their own expenses through the new Expenses row in shift details. Travel time and mileage appear first, followed by expense types your office allows caregivers to enter.

Each expense can include a note and photos. A Forgot a receipt? reminder appears while the shift is still editable, and retrying a save on a weak connection no longer creates a duplicate expense.

For back-to-back shifts with the same client, caregivers can clock out of one shift and go straight into the next using Start next shift now. Starting early requires a reason and follows your agency’s earliest allowed start time.

This release makes bulk invoicing available to every agency and adds new ways to browse and protect Documents. You’ll also find clearer shift history, warnings before overlapping visits, and improvements to billing and payroll accuracy.

Bulk invoicing is now available in every workspace. Review and submit multiple invoices together, with helpful tips when you hover over tabs and a reminder before leaving a review in progress.

For more information, please view our Knowledge Base article (https://help.careswitch.com/en/articles/17603297-submit-invoices-in-bulk).

A new List / Tiles switch next to search lets you browse previews of images, PDFs, saved reports, and forms. List remains the default view.

The Documents list also makes it clearer who created each document and why a document is locked. A green live indicator now appears on every document containing live blocks, and date filters include Last 60 Days and Last Year.

After clicking on a document, use Share → Who can edit to control editing access for an individual document. For example, you can protect a dashboard your team relies on while allowing others with access to view it. Live blocks continue updating for viewers.

You can now refresh exceptions in bulk on Billing Items. Exceptions also refresh automatically each night, so resolved shift issues clear without needing to open each item individually.

Shift history now records who made each change and where it came from, including the web app, caregiver app, Looper, and phone. This makes it easier to investigate changes, including who removed a shift. Shift activity also now shows billing status.

When you create or move a visit that overlaps another visit for the same client and service, CareSwitch asks you to confirm before saving. You can still save intentional overlaps, such as visits requiring a two-person assist.

This release brings more options for correcting invoices, improved payroll accuracy, scheduling reliability, and email reply routing.

Office staff can now manage expenses by type on a shift’s billing card. Expenses also export to iSolved payroll using the appropriate payroll code.

Invoices unlocked for corrections now show Reopened instead of Open, making them easier to identify.

Billing users can also add a negative adjustment to reverse part of an excessive write-off and correct an Overpaid invoice.

Use Sync existing invoices on the NetSuite Live sync page to sync invoices sent before your integration went live.

For workspaces with bulk invoicing enabled, a new review page and Submit Invoices button support reviewing and submitting invoices together. This feature is controlled by a workspace setting and is off by default.

CareSwitch emails now come from Careswitch <yourfriends@paradigmseniors.com>. You can configure the reply address in Settings → Notifications so replies from payers and other recipients reach your team. This applies to all emails except login codes.

This week’s updates make it easier to review shifts, record expenses, and manage billing. Timeline gains zoom controls, invoices show more rate details, and canceled shifts offer more billing flexibility. We’ve also improved everyday reliability.

You can now switch between Calendar and Timeline without reloading the page. Loading indicators appear while shifts are being retrieved, and a new zoom slider lets you adjust how much detail you see. You can also zoom using Ctrl/Cmd + scroll. The grid follows your setting for shifts that cross midnight, and time labels now use am/pm.

You can now use Change Policy on canceled shifts that have billable hours. This lets you bill a late-cancellation charge to a different payer—for example, moving the charge from a VA policy to private pay.

This update brings a new Timeline view to the shift calendar, richer task conversations, new expense type settings, and easier handling of partially paid claims. We’ve also improved accounting sync, tightened access to sensitive information, and fixed several scheduling and billing issues.

In Shifts → Calendar, switch between the existing Grid view and the new Timeline view. Timeline shows caregivers or clients in rows across a continuous seven-day, 24-hour calendar, making overlapping, back-to-back, and overnight shifts easier to see. It also shows caregiver unavailability behind shifts, a live “now” line, and a “Today” marker. Grid remains the default, and the calendar remembers the view you choose for your next visit.

The new Expenses section in Settings → Policies lets you define expense types beyond mileage. For each type, you can set its name, whether a caregiver or office staff member enters it, a fixed amount or quantity-based rate, pay and bill rates, and whether a photo is required. Existing mileage settings are now in this section under Travel Mileage. This update adds the settings; recording these expenses on shifts and applying them to payroll and billing will come later.

You can now create tasks from the Tasks tab on a caregiver’s profile to keep office follow-ups connected to that caregiver. For example, if a caregiver needs to renew a certification, create a task so HR and scheduling can track the next steps together.

Anyone who can open a task can comment and mention colleagues who also have access to it. The Activity tab shows when the task was created, edited, reassigned, or completed, and task lists show the creation date. You can tag more than five team members, or use Tag all office staff to include everyone at once.

Office staff can enter a caregiver’s requested hours per week in Workforce → caregiver profile → Schedule → Availability, alongside existing availability notes. This field is currently entered by office staff; it is not yet available in the caregiver app.

When you pin a Command Center conversation as a scheduled or one-off report, its instructions are now saved as one clear request based on your final ask. This helps reports run as intended after you’ve refined a request through several messages. One-off reports no longer appear in the scheduled reports list or count toward the schedule limit.

When you ask Looper to schedule a shift or assign a caregiver, you can include a workspace pay modifier, such as a weekend or specialty differential, in the same request. Looper can also change or remove a modifier on an existing shift.

For a claim that has some paid dates and some denied or unpaid dates, you can move only the unpaid dates to a new claim under the appropriate authorization or policy. The original claim keeps its paid dates and adjudication history. Before submission, Careswitch also checks whether the same date and code were already billed on another claim, and corrections stay tied to the policy used for the original claim.

For workspaces connected to NetSuite, a new Customers mapping screen shows how clients match to NetSuite customer records and suggests matches for unmapped clients. Client and service-line mapping screens now include search, an Archived filter, and Auto-match all. NetSuite also warns when an invoice is marked paid or overpaid there but remains open in Careswitch, alerts admins before a certificate expires, and allows one active accounting connection per workspace.

Payments recorded in QuickBooks or NetSuite, including partial payments, voids, and reopened invoices, now sync back to Careswitch invoices automatically. Invoice lines that are not tied to shifts also have clearer descriptions based on their type.

This release introduces more control over scheduled reports, caregiver pay rates, mileage, and team communication. We’ve also improved billing and payroll workflows and resolved several reliability issues.

Scheduled and pinned Command Center reports can now use a specific data window. Choose from:

A live preview shows the exact dates that will be included the next time the report runs. Report tiles are also labeled Scheduled or Snapshot, making each report type easier to identify. You can refresh any report backed by a schedule, including a paused schedule; if the schedule is paused, CareSwitch will let you know.

When you want to adjust a scheduled report’s instructions, you can now create a separate copy. The original report and its schedule remain unchanged, while the new version starts with its own schedule.

CareSwitch can now automatically capture mileage and travel time, including commute time, instead of requiring manual entry.

You can also set a daily mileage minimum. When a minimum is configured, the first miles traveled that day are applied toward the minimum before mileage pay begins. Payroll expense quantities now support decimal values as well.

You can now create named territories based on ZIP codes and assign a separate hourly or live-in pay rate for each territory on a caregiver’s Pay Methods page.

When a client’s address is within a territory, CareSwitch automatically uses the matching territory rate instead of the workspace default. The selected rate is clearly labeled so you can see where it came from. CareSwitch also warns you before assigning a caregiver who does not have a pay rate saved for the client’s territory.

If a client’s address changes, CareSwitch automatically recalculates the territory and asks for confirmation before applying changes that could affect existing scheduled work.

Web Chat now supports any file type, with up to 10 attachments in a single message. File, video, and audio attachments sent from a mobile device now display correctly on the web.

Messages also include read receipts showing who has seen a message and when. A New messages divider marks where unread messages begin.

This release gives caregivers a faster way to return to the portal, gives agencies more flexibility when setting caregiver pay rates by territory, and makes it easier to track referral sources. It also includes several improvements to billing, eligibility, scheduling, and settings.

Caregivers using the web portal and the mobile app can now quickly return to their session without entering their full login information every time they step away.

After the portal has been inactive for your agency's configured amount of time, it locks behind a 4-digit PIN. The caregiver can use the PIN to resume their session without signing in again.

iPhone:

Android:

Find it at: Settings > Policies > App Lock

You can now record caregiver absences and call-offs directly from the Shifts Calendar or an employee’s Schedule tab. This makes it easier to keep schedules and caregiver availability up to date.

Record call-offs, planned time off, and other types of absences directly from the schedule.

When an absence is approved, Careswitch identifies any overlapping shifts and gives you a chance to review them before they are unassigned.

Approved absences appear on the calendar and are included in the caregiver’s availability, helping ensure they aren’t offered shifts during their time off.

View a history of absence requests, approvals, and status changes in the caregiver’s activity feed.

Find it: Shifts Calendar or Employee Profile → Schedule Tab

Agencies can now set different caregiver pay rates based on where a client is located.

Create territories for your agency, assign clients to a territory, and set each caregiver's hourly rate for that territory. Careswitch automatically determines the appropriate rate when a shift is scheduled or accepted.

Find it at: Settings > Territories

You can now track where clients and referrals come from directly in Careswitch.

Create and manage your agency's referral sources, select a referral source when creating a client, and identify referral partners through the client's Connections tab.

Find it at: Settings > Referral Sources