Seamless interoperability between a franchisor’s corporate office, franchisees, and field personnel
Strengthen relationships with franchisees through continuous communication
Keep franchisees informed with the latest updates, industry news and more
Reduce costs associated with multiple channels of correspondence
Corporate Marketing
Help your franchisees become more successful!
CareSmartz360’s website builder/manager lets you help franchisees build and launch branded local websites in minutes
CareSmartz360’s Ad Builder lets you build ads and makes life easier for franchisees by enabling them to personalize their own local online, newspaper and magazine advertisements as well as flyers and broadcasting advertisements
The CareSmartz360 Email Campaign Manager enables you to build targeted emails campaigns that franchisees can customize and email to clients prospects, and referral sources. Post campaign analytic tools enable franchisees to view campaign statistics such as number of emails viewed, bounced, unsubscribed, and more
Lead Parsing – parses leads from national advertising campaigns so you can analyze ROI of different campaign types
Franchise Development
Manages the entire franchise recruitment process
Complete lead management including lead details, lead source, lead status, lead owner, contact history, email log, and follow up tasks
Email FDD’s
Manage broker relationships including broker details, contact history, email log, and follow up tasks
Analyze broker results – total sales, YTD sales, total leads and total leads YTD
Associate broker leads with corporate email marketing campaigns
Franchise Disclosure Document (FDD) Manager
Manage FDD’s electronically
Save time by sending FDD’s electronically
Provides an audit trail of when FDD was sent, received, downloaded, and signed
Ensures FTC compliance with electronic signatures
Franchise Opener
Helps manage the complex on boarding process
Checklist outlining all tasks and activities for franchisee and corporate to be completed prior to open date
Ability to set the task, activity start date and scheduled completion date
Ability to add additional tasks, activities, and comments
Send automatic task and activity email reminders to franchisee and corporate
View the status of each task and receive alerts for overdue tasks and activities
Franchise Information Manager
Provides a dynamic paperless franchise organization
Electronically stores franchisee’s and area sales representatives’ records
Contains franchise agreement, territory information, contact history, email log and important attachments
Franchise Support
Effective operational and system support promotes successful partnerships between franchisor and franchisees
Web based 24/7 support
Trouble Ticket System to effectively manage system support
FAQ to reduce calls to the corporate office
Forums to encourage communication among franchisees
Finance & Accounting
It’s all about the numbers!
Complete franchise and area sales representative financial setup including EFT
Franchise and area sales representative billing including royalty, ad contributions, technology fee and any other fees
Franchisee profit and loss statements
Franchisee KPI details
Reports
Most comprehensive reporting in the industry!
Franchise Management
Franchise Development
Franchise Support
Finance & Accounting
Franchise Operations
Lead Management
Scheduling
e-Marketing Services
The objective of the e-Marketing service is to help make your home care business successful and visible. It is a competitive industry so standing out among the competition is a must. We have over a decade of experience providing e-marketing services to hundreds of home care businesses, winning them much needed visibility in the online space.
Caregiver search and suggestions based on attributes from client and caregiver profiles to ensure accurate match of a client’s needs with caregivers’ skills and availability
Enables open shifts and caregiver cancellations to be filled rapidly with minimal back office effort
Map and directions to client’s home
Electronic Visit Verification
Electronic time tracking and much more
Electronic time tracking system automatically calculates how long a caregiver worked based on clock-in and clock-out times
SMS and Email Alerts automatically sent to caregiver and office staff when caregiver fails to show up on time
Telephony prompts allows caregiver to log expenses and mileage associated with a shift, care plan tasks performed for the client, and leave messages for office staff
Office staff can use telephony to leave messages for givers
Tightly integrated with scheduling, billing and payroll makes the process of calculating client billing and caregiver payroll accurate and efficient
Integrated Email & SMS
The most efficient way to communicate with caregivers
Email and/or SMS caregivers automatic shift reminders and reduce the number of no-shows
Send email and/or bulk SMS messages to caregivers to quickly fill open shifts or caregiver cancellations
Reduces the amount of agency back office support
Client Management
Streamline client management with fast and easy access to all information
From one screen instant access to a client’s complete record including contact history, lead source, payer information, client bill rates, caregiver skills and requirements, caregiver compatibility and recommendations, assessments and service plans
Manage client/caregiver specific bill and pay rates
Create a quick schedule directly from a client’s record
Intake & Care Plans
No more paper-based assessments and care plans!
Short and long assessment form
Automatically calculates required level of care
Automatically generates client’s service plan
Variance report to quickly view changes between last assessment and current assessment
Complete assessments online or offline in client’s home using a laptop or mobile device
Assessments completed while offline automatically sync with client’s record when internet connection is established
Caregiver Management
Streamline client management with fast and easy access to all information
From one screen instant access to a caregiver’s complete record including availability, schedules, pending responses to open shifts, skills and requirements, and client compatibility rating
Caregiver management provides important HR details such as contact history, training reports, compliance tracking, hire history, pay rates, personal details, and emergency contact information
Create a quick schedule directly from the caregiver’s record
Human Resources
Streamline staff management and time consuming HR related activities
From one screen instant access to a staff member’s complete record including contact history, training reports, hire history, pay rates, personal details and emergency contact information
Create office schedules for staff to automate payroll calculations and processing
Payer Management
Save time and redundancy by not having to add identical payer information over and over again
Add commonly used payers such as hospitals, insurance companies, Medicare, and Medicaid
When adding a payer to a client’s record, begin by searching the list of current payers
Select a current payer or add a new payer
Payer information automatically populates in the client’s record
Client & Payer Registers
A comprehensive financial view of clients’ and payers’ account details
Client Account Register – comprehensive account details including posted and non-posted payments, total and applied deposits, credits and adjustments, refunds, and balance
Client Payment Register – apply payments, deposits, credits and adjustments, and refunds against a client’s invoices
Payer Payment Register – apply payments against payer’s invoices
Billing & Payroll
Process billing and payroll with accuracy in minutes instead of hours!
Billing and payroll automatically calculated for all approved schedules
Caregiver payroll automatically calculated based on approved schedules, expenses, and caregiver client pay rates
Office staff payroll automatically calculated based on approved office schedules and pay rates
One click “Batch Billing” capability
Print or email invoices to clients and payers directly from the system
Export payroll to QuickBooks or export and convert it to a format accepted by your payroll company
Customer Relationship Management
Grow your Home care franchisee with prospective clients and referral sources!
Add leads, create groups and associate leads with groups
Associate leads or groups with email marketing campaigns
Create targeted campaigns for leads and referral sources with your branding using CareSmartz360’s customizable email templates
Send email campaigns directly from the system
Add promotional coupon codes for discounts
Set up campaigns such as monthly or quarterly newsletters in advance and schedule them for a future date or as reoccurring campaigns
Post campaign analytics and view campaign statistics such emails sent, viewed, bounced, and unsubscribes, and more
Caregiver Portal
Easy online access gives caregivers access to important information
Review schedules and client service plans
View pending responses to open shifts offers
View training reports
Access Telephony ID and expense codes
Gateway to the CareSmartz360’s Learning Management System
Caregiver and Staff Training
Well trained caregivers and staff provide a higher quality of care to clients
Complete Learning Management System
Available online 24/7
Assign caregivers and staff online courses
Courses assigned and course status are tracked and stored in the caregiver’s/staff member’s HR record
Comprehensive reporting
Digital Library
Ensure everyone in your agency is using the same version of documents, forms, and images
Have a centralized location for organizing, storing and retrieving frequently used documents, forms and images
Create an unlimited number of functional areas and folders
When a library items becomes our-of-date, archive it and add the updated version
Communities
Manage and market to local community referral sources
Add communities from referral sources such as Assisted Living Facilities, Adult Day Care, and Independent Living Facilities
Add bill rates and invoice details for each community
View the contact history for each community
When a community is associated with a client, all the payer information from the community automatically populates in the client’s record
Create targeted email marketing campaigns for communities
Mobile App
CareSmartz360’s mobile application is perfect for employees and staff who spend much of their time in the field. The mobile app is role and permission based. Following login, users are redirected to the landing page corresponding to their user role where they can access information based on the privileges assigned to their role. Information accessible from the mobile app based on a user’s role can include any or all of the following:
Have a centralized location for organizing, storing and retrieving frequently used documents, forms and images
Scheduling calendar
Caregiver list and caregiver details
Client list and client details
Client and referral source lead management
Telephony
Service plans including problems, goals and interventions
Caregiver schedules and a summary of hours worked filtered by a date range
Push notifications can also be configured in the mobile app
Reports
Most comprehensive reporting in the industry!
Scheduling
Client Management
Caregiver Management
Finance & Accounting
Marketing
HR & Training
Client & Family Portal
Caresmartz360 provides a dedicated portal that allows client and family members to gain access to information about schedules, invoices and announcements published by your home care agency. The portal also allows them to contact you and provide feedback relating to their Caregiver visits. This portal is built on the idea that information should be transparent and easily available to your clients.
Schedule a Demo
Please fill the below information so we can schedule a personalized demo of our user-friendly software for you.
See how CareSmartz360 can be a game changer for your Home Care Business:
Robust Scheduling
Simplify billing and Payroll
Complete client and caregiver management
Customer Relationship Management
Business Process Management
Reporting
Schedule a Demo
Register for a free demo and find out how CareSmartz360 can increase your operational efficiency.
See how CareSmartz360 can be a game changer for your Home Care Business:
Robust Scheduling
Simplify billing and Payroll
Complete client and caregiver management
Customer Relationship Management
Business Process Management
Reporting
Request a Demo
Register for a free demo and find out how CareSmartz360 can increase your operational efficiency.
See how CareSmartz360 can be a game changer for your Home Care Business:
Robust Scheduling
Simplify billing and Payroll
Complete client and caregiver management
Customer Relationship Management
Business Process Management
Reporting
Get In Touch
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Talk to Us
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CareSmartz360 for Startup
Mathiew Newport holds more than a decade of experience in home care business. He is the owner and CEO of True Companion Care and utilize the capabilities of Caresmartz technology to stay updated and monitor his business performance in real-time.
In this video, Mathiew talked about his experience with Caresmartz, and how the software has helped in managing his home care business in the most productive ways. Home care agency owners are quite excited about the opportunity to collaborate with CareSmartz360, as it will allow them to create culturally relevant programs. They are always looking for new challenges that could put their experience to good use, and Mathiew Newport is no exception.