CareSmartz360 Business Intelligence brings client, caregiver, operational and financial KPIs together in one place, so agencies can see what’s happening, notice what needs attention and make better decisions.
Turn client data into actionable insights. Monitor scheduling, authorization utilization, visits, invoicing, and payments in one clear, connected view.
Track your fill rate against total open shifts and see missed clock-ins, missed clock-outs and client- or caregiver-initiated cancellations as they happen. Spot which offices are driving disruption and catch coverage gaps before they turn into missed revenue.
Know at a glance which authorizations are over, under or on target. And get 30-day visibility into what’s expiring before coverage runs out. Catch gaps early instead of finding out when a client goes unbilled.
See what’s been invoiced, what’s been collected and what’s still outstanding, broken out by how long it’s been unpaid. Spot at-risk balances early instead of writing them off later.
Get a clearer view of caregiver utilization, attendance, compliance, performance and projected payroll, all from one centralized dashboard.
See how caregiver availability stacks up against what’s actually scheduled and worked, plus who’s racking up overtime. Spot under-utilized caregivers to prioritize for new placements, and catch over-utilized ones before burnout turns into turnover.
Flag caregivers with recurring late clock-ins, late clock-outs, or no-shows. And get 30-day visibility into licenses and certifications about to expire. Address performance and compliance risk before it becomes a coverage or audit problem.
See your highest-rated caregivers ranked by rating, review volume and visits completed over the selected period. Know who to lean on for your toughest placements and who’s ready for more hours.
Get visibility into projected caregiver payable hours and amounts based on worked visits, helping your agency better understand upcoming payroll obligations.
AI that works behind the scenes, so your team can focus on care.
AI Smart Scheduler learns from your scheduling operations. Optimizes the calendar across time, distance, and cost to give home care agencies the best shift match. They can also review, edit, and publish stronger schedules.
Every care note tells a story. Care Insights classifies, scores, and prioritizes every note, turning weeks of documentation into clear, actionable items for agency teams to act on: high-severity events, trends, review workflows.
Caregivers can dictate notes. AI note writing will refine documentation before submission. Leading to greater clarity and consistency with less time spent on typing notes.
Voice bot calls caregivers ahead of a scheduled shift. The caregiver responds based on their availability. In turn, the response automatically updates the schedule, with a full transcript logged for the agency to review.
CareSmartz360 Business Intelligence dashboards help home care agencies track KPIs across scheduling, workforce, authorizations, billing and compliance. The client KPI dashboard provides visibility into open shifts, fill rates, missed and canceled visits, missed clock-ins and clock-outs, authorization utilization, invoice aging and outstanding payments.
The caregiver KPI dashboard helps agencies monitor utilization and capacity, attendance, compliance expirations and projected payable hours and amounts.
Our 360° approach to security safeguards your data against unauthorized access, breaches, and other security threats.
Our users reported 95% customer satisfaction in 2025. Schedule a personal walkthrough to see CareSmartz360, home care software in action.
Top-Rated for Home Care Excellence
Capterra, GetApp & Software Advice
Owner, Morning Glory Home Care
AI Hub