FAQ Videos

Home care providers frequently wrestle with challenges in client-family communication, care planning inclusion, and aligning everyone around the schedule and tasks.

This video introduces the CareSmartz360 Client & Family Portal as the definitive solution for simplifying these interactions while maintaining HIPAA compliance.

The portal acts as the single source of truth for clients and their families, offering full transparency on caregiver schedules, visit details (who, when, what tasks), billing invoices, and important announcements from the home care agency.

What sets it apart is a consolidated space where all authorised parties log in and access the same real-time view, eliminating confusion and miscommunication around visit times or plan changes.

Who we empower every day

By Role

• Agency Owners – Reduce disputes, boost satisfaction and provide transparent, HIPAA-safe communication.

By Persona

• Client Families – Log in easily to view upcoming visits, past notes, and invoices without endless calls.
• Schedulers – Fewer calls about “will the caregiver come” or “what’s the time” since clients see the schedule live.
• Billers – Cut down payment queries by giving families access to invoices & payment status in real time.
• Care Managers – Use the portal to keep families aligned with the care plan, and collect feedback easily.

Navigating client and family interactions doesn’t need to be so messy — with centralized information and transparent access, agencies can move confidently while preserving compliance and clarity in communication.

With CareSmartz360, your agency can move beyond scattered communication and embrace an integrated platform that resolves scheduling, payment, and information-sharing challenges. HIPAA-compliant transparency, centralized information and easy access make engagement simple—so your team focuses on care, not admin complexity.