What’s New in December Update for CareSmartz360 Users?

Log a shift decline reason when removing the caregiver from a shift and marking it as an open shift. The reason will be captured and will be applied to that shift and/or recurrence if selected by the user.

When bulk editing from the Schedule Calendar, the default value for Apply Authorization will be set as “Checked” so that the Authorization does not get removed at the time of making any changes or updating multiple schedules.

See billing rates under the authorization grid on the rates tab of the client profile.

Add service type modifiers from the authorization pop-up window. Once the modifier is added and the client – payer section is updated, the system will ask the user to perform a “sync payer” action. Once the payer sync is done, the modifier will be copied and applied to each schedule that is not finalized yet.

The service type that was selected in the client authorization will show as “Authorized Services” under the service type dropdown in the schedule creation window. On the Schedule window, the service type drop-down will be divided into 2 sections –

If a Client authorization is defined, the service type will appear under authorized services in the service type drop-down when creating or updating a schedule.

Change caregivers for any other caregivers from multiple shifts at once from the schedule calendar.

Get notified when a caregiver adds unavailability via the mobile app or caregiver portal.

Exempt specific client profile(s) from overtime calculations on invoices.

Modify or override the total unit field on the invoice batch screen, before finalizing the invoice. On clicking the checkbox, the total unit field against that schedule will be enabled, and the user will be able to modify the units.

Export single or multiple finalized invoice(s) as a .csv file from the View Finalized Invoice Batch screen. The report will include –

Generate reports of caregivers based on how late their Clock-In occurred.

Added a new report in the system as Client Status Change under the Reports → Clients tab to allow users to see the date when the status of a client has changed and the reason for that change.

Under the Reports -> Scheduling tab, agencies will be able to see the Affordable care act report in our system.

Caregiver quick view is similar to the client quick view by

clicking the caregiver’s name from the list or by selecting the icon in the People Search field.

Control admin and agency users to be shown in the list of Care Coordinator/Supervisor/Manager dropdown menus in the Caregiver profile. There will be 3 checkboxes shown at the bottom of the form to select –

Users for whom any checkbox is enabled will be shown in the corresponding list in the caregiver profile. By default, it will be enabled for all users and can be turned off as the agency chooses.

Reply to incoming SMS messages from the bell icon at the top of the screen.

User(s) using TELLUS will have the ability to see the schedule status to determine if the schedule posted is complete or if it still needs to be manually posted.

Caresmartz360 is now compatible with the state of Arkansas data aggregator with Fiserv, and in the state of New York and New Jersey with data aggregator – Care Bridge by exporting the file from Caresmartz360 & automatically posting the same to an SFTP folder for processing.

All customers using Change Healthcare as the clearinghouse will now be able to post the data directly via SFTP from Caresmartz360 to Change Healthcare for processing. User(s) will have to enter the SFTP details for each 837P & 837I under Admin Settings > Billing information section. Then, when the EDI file is generated, it will be posted to an SFTP folder automatically with no manual intervention.

User(s) will now have the ability to define the following data elements required for EDI file generation as per the requirement under the Admin Settings>Billing information page.

Caregivers using the latest version of the iOS or Android App will be receiving in-app notifications for the following events:

App users will be able to manually sync pending offline shifts that were not synced automatically due to network errors. It will be visible only if there is any shift that was performed in offline mode and has not been successfully synced. The user can then go to the tab and see the list of shifts that they wish to sync

Note: Not all features are immediately available to all the agency users. Go to Admin Settings and update the permissions for your agency users at the time of a new feature release, if required for

CareSmartz360 has evolved based on the feedback and requests from agencies, caregivers, and industry experts. It is our constant endeavor to bring in new features and enhancements, according to the dynamic needs of home care businesses and customers.

To learn more about what other updates and enhancements have rolled out to CareSmartz360 users, and how it will help excel their business operations, read December Update Brings New Enhancements & Features to CareSmartz360.