FAQ Videos

Client needs in home care are always evolving, requiring agencies to be agile and responsive. This video introduces the CareSmartz360 Client and Family Portal as the ultimate tool for streamlining communication & quickly adapting to changing client requirements.

The portal provides an essential gateway for clients and their families to access caregiver schedules, invoices, and agency announcements—but its value extends far beyond viewing data.

What sets the CareSmartz360 portal apart is its bi-directional communication functionality that empowers clients to actively manage their care. Clients can easily email essential documents directly to the agency, request additional shifts in real-time, & specify personal caregiver preferences.

To ensure seamless adaptation, the portal instantly funnels these requests and updates directly into the agency’s scheduling and documentation system, allowing staff to swiftly review and accommodate the client’s changing needs.

With the CareSmartz360 Client and Family Portal, agencies don’t just manage care—they use a powerful, interactive tool designed to improve responsiveness, document exchange, and client satisfaction while ensuring all requests are tracked and handled efficiently.

Who we empower every day

By Role

• Agency Owners – Demonstrate superior service by facilitating rapid, documented responses to changing client requests.

By Persona

• Clients – Easily request extra care shifts and communicate specific caregiver preferences directly to the agency.
• Schedulers – Receive and manage real-time requests for extra shifts, streamlining the process of updating the schedule.
• Care Managers – Receive essential emailed documents directly from the client, ensuring the care plan is updated with current information.
• On-Call Coordinators – Swiftly manage urgent shift requests initiated by the client or family through the portal.

Adapting to changing care needs doesn’t need to be cumbersome—with direct communication and real-time request submission, agencies can transition confidently while preserving accuracy and client satisfaction.

With CareSmartz360, your agency can move beyond missed calls and delayed emails and embrace an integrated platform that streamlines client-initiated requests. Easy document submission, shift request functionality, & preference specification make adaptation simple—so your team can focus on care, not communication bottlenecks.