AI HubEmpowering Home Care Client to Track & Manage Care Expenses
Home care agencies often struggle with empowering clients and families to understand, track, and manage care-related expenses while keeping transparency high and billing disputes low. This video introduces the CareSmartz360 Client & Family Portal as the solution for giving clients financial clarity and control over their care investments.
The portal becomes the gateway to all information: caregiver schedules, visits, invoices, payment history, and upcoming spend — all in one secure, user-friendly environment. Clients and families gain access to their own spending history, can view current invoices, check payment status and even pay online if enabled.
Who we empower every day
By Role
- Agency Owners – Promote trust through full financial transparency and reduce confusion or complaints.
By Persona
- Client Families – Easy access to all invoices and payment status; no more hidden surprise bills or unanswered questions.
- Billers – Fewer calls about “what do I owe”, “what’s this invoice for”, because clients self-service via the portal.
- Schedulers/Care Managers – When families see the full cost and schedule in one place, they feel more aligned with the care plan and less likely to resist changes.
Managing client and family expectations around care cost & billing doesn’t have to be an ongoing headache—by combining transparent access + user-friendly tools, you can create peace of mind and stronger engagement.
With CareSmartz360, you embed expense clarity into your service, showing clients you value their time, budget, and trust. Less friction, more clarity, better relationships.
