The Untold Story of Home Care Franchise Management

The Untold Story of Home Care Franchise Management

Imagine the chaos of managing schedules, coordinating caregivers, handling billing, and navigating compliance across multiple locations. It's a tightrope walk between compassionate care and operational demands – one misstep can send ripples through the entire system.

Paperwork nightmares, communication breakdowns, and compliance complexities hinder growth, compromising the core of quality care.

CareSmartz360's scalable all-in-one franchise solution is crafted to meet your unique needs as a franchisor, propelling your business to new heights of performance.

  • Streamline operations and reduce administrative burdens, giving you more time for quality care.
  • Ensure adherence to regulations, minimize legal risks, and support sustained growth.
  • Achieve financial balance and profitability by managing costs efficiently and streamlining financial processes.
  • Streamline caregiver recruitment, training, and retention across multiple locations.
  • Enhance communication and coordination across all agency locations.
Home Care Franchise Software

Tailored Solutions with Exclusive Franchise Functionality

Franchise Intranet

Secure platform for franchisees to access resources and collaborate.

  • Centralized Oversight: Oversee all your franchise locations from a single central hub.
  • Connect Seamlessly: Strengthen communication between franchisor, franchisees, and field personnel.
  • Knowledge Exchange: Foster closer ties through easy collaboration and access to important updates, industry news, and more.
  • Reduce Costs: Eliminate the need for multiple communication channels and save on administrative expenses.

Franchise Development

Tools to attract and qualify new franchisees.

  • Simplified Recruitment: Manage the entire franchise recruitment process efficiently.
  • Complete Lead Management: Track every detail, from lead source and status to owner and contact history, ensuring no lead falls through the cracks.
  • Legal Compliance: Save time and ensure compliance with electronic FDDs (Franchise Disclosure Document) and audit trails.
  • Effective Broker Management: Build strong relationships with brokers and track their performance.

Franchise Disclosure Document (FDD) Manager

Streamline FDD management and distribution.

  • Efficient Document Management: Save valuable time by electronically sending FDDs to potential franchisees.
  • Audit Trail Transparency: Maintain a trackable history of each FDD, recording when it was sent, received, downloaded, and signed.
  • Compliance Made Easy: Ensure Federal Trade Commission (FTC) compliance using secure, legally recognized electronic signatures.

Franchise Opener

Efficiently launch and manage new franchise locations.

  • Pre-Open Essentials: Form a checklist of all tasks and activities to be completed by the franchisee and corporate before the open date.
  • Flexible Task Scheduling: Set the task, activity start date, and scheduled completion date according to your timeline.
  • Automated Communication: Add comments or send automatic task and activity email reminders for seamless coordination.
  • Stay Updated: View the status of each task and receive alerts for overdue tasks and activities.

Franchise Information Manager

Centralized database for all franchise information.

  • Paperless Organization: Electronically store franchisees’ and area sales representatives’ records for easy access and secure document management.
  • Comprehensive Recordkeeping: Maintain a central repository for franchise agreements, territory information, contact history, email logs, and important attachments.

Franchise Support

Dedicated support team and resources to assist franchisees with any needs.

  • Get Support, Anytime, Anywhere: Access web-based resources and a dedicated team 24/7.
  • Effortless Troubleshooting: Resolve issues promptly with a user-friendly trouble ticket system.
  • Instant Knowledge Access: Minimize calls to the corporate office by utilizing FAQs and online forums for peer support.

Finance & Accounting

Maximize your franchisees’ revenue and drive financial success.

  • Financial Infrastructure: Set up franchise and area sales representative finances, including Electronic Funds Transfer (EFT).
  • Billing Made Simple: Handle billing for franchisees, including royalty, ad contributions, technology fees, and other charges.
  • Profit Clarity: Provide franchisee profit and loss statements.
  • Performance Insights: Unlock franchise success with key financial performance indicators.


Most comprehensive reporting in the industry!

  • Franchise Management
  • Franchise Development
  • Franchise Support
  • Finance & Accounting
  • Franchise Operations
  • Lead Management
  • Scheduling

Core Home Care Management

Client Management

  • Centralized Database: Manage all client information, from intake forms and care plans to scheduling and billing details, in one secure, accessible location.
  • Seamless Scheduling: Optimize caregiver schedules, eliminate overlapping shifts, and ensure the right caregiver shows up at the right time and location.
  • Secure Client Portal: Offers clients and their family members a quick view of vital information, including care schedules, invoices, and important communication.

Caregiver Management

  • Streamlined Recruitment: Attract, hire, and retain top talent with our built-in recruitment tools. Screen candidates, manage applications, and onboard new caregivers efficiently.
  • Smart Scheduling & Dispatch: Match the right caregiver with the client's requirements, schedule visits, assign tasks, track progress, and ensure efficient care delivery across your network.
  • Performance Tracking: Monitor caregiver performance with real-time data and comprehensive reports. Identify strengths and areas for improvement, provide training, and foster a culture of excellence.
  • GPS-Enabled Mobile App: It is a single dashboard for caregivers to communicate in their preferred language, create ad-hoc schedules, and access real-time schedule information, routing details, time tracking, and care plans.

All the tools you need to conquer operational efficiency challenges,
deliver exceptional care, and easily scale your franchise.

From Chaos to Control

Reclaim operational control and outstanding client experiences by centralizing scheduling, automating tasks, and tracking performance.

Operational Efficiency

Equip your franchise with powerful tools for seamless workflows, optimized scheduling, and automated tasks, ensuring increased efficiency.

Scale with Ease

Easily expand your franchise using CareSmartz360's comprehensive solution for conquering operational challenges and ensuring successful growth.

Flexible Intake & Care Plans

Whether it's client intake forms or other personalized documents, choose from ready-made templates or build your own seamlessly in a secure, HIPAA-compliant environment.

  • Seamlessly integrate pre-canned franchise workflows for operational efficiency.
  • Create client-specific forms effortlessly using 20+ field types, drag & drop features, and custom themes, reflecting your franchise's identity.
  • Empower staff with mobile access for optimal care management.
  • Ensure a clutter-free experience and minimize errors by configuring access permissions.


Optimize caregiver schedules and ensure seamless client coverage with an intuitive scheduling system.

  • Plan, schedule, and manage your teams effortlessly by dragging and dropping shifts.
  • Enable open shifts & caregiver cancellations to be filled rapidly with minimal back-office effort.
  • Optimize recurring shift management for your franchise, allowing you to focus on critical tasks.
  • Caregivers can schedule one-time shifts with their clients effortlessly by clocking in & out.

Care Notes & Alerts

Caregiving simplified - document, inform, connect with ease.

  • Caregivers can conveniently document care notes through our mobile app, ensuring timely details capture.
  • Keep caregivers & families informed about client progress with instant updates, fostering transparency.
  • Keep caregivers informed with timely alerts for important events such as schedule updates & open shifts.

Electronic Visit Verification

The EVV solution built into the software lets you ensure precise caregiver time and location tracking.

  • Meet EVV requirements effortlessly with our built-in EVV solution, ensuring compliance & avoiding penalties.
  • Integrated Telephony and Mobile App helps Medicaid-enforcing agencies meet state EVV requirements easily.
  • Easily monitor caregiver clock-in and clock-out times to ensure accurate timekeeping and billing.
  • Track caregivers, avoid penalties, and maximize Medicaid reimbursement through precise tracking & comprehensive documentation.
  • Ditch paper timesheets, minimize manual data entry and errors, and boost efficiency for a more profitable bottom line.

Billing and Payroll

Simplify billing and payroll with automated processes and integrated financial tools.

  • Easy integration with 3rd-party accounting software such as QuickBooks, Paychex, ADP, etc.
  • Benefit from advanced encryption & secure payment processing, safeguarding sensitive financial data.
  • Tailor your invoices to meet the specific requirements of different payers, including LTCI, Medicaid, Veteran, and Private Pay.


Gain valuable insights into your multi-location business performance.

  • 100s of pre-built reports to provide a complete view of various aspects of your business, from scheduling to billing.
  • Tailor reports to your specific needs and preferences by selecting, filtering, and sorting rich data for in-depth analysis.
  • Save time by keeping track of important information by accessing a comprehensive view of business metrics at a glance.

Caregiver Portal

Our caregiver portal boosts morale, reduces turnover, and drives consistent care for franchise success.

  • Caregivers find perfect shift matches across locations, leading to seamless coverage and engaged teams.
  • Real-time communication between caregivers, clients, and HQ builds trust and increases satisfaction.
  • Easy access to training and regulations empowers caregivers and reduces risk for your franchise.
  • Caregivers' input fuels continuous improvement and keeps your franchise ahead of the curve.

Caregiver Training

Ensure your caregivers are well-equipped with comprehensive training modules and resources.

  • Designed by experts, our caregiver training covers 70+ state-recommended online courses & over 59 hours of content.
  • Upload custom courses to provide tailored training for your caregivers, addressing the client's needs.
  • Gain insights into each caregiver's training journey, including courses attempted, completed & quiz scores.
  • Caregivers can access training courses from any device, whether a PC, Mac, tablet, iPad, etc.

Client & Family Portal

CareSmartz360 provides a secure, dedicated online space for clients and their families to effortlessly connect with the agency and actively participate in care planning.

  • Gain visibility into schedules, care plans, billing history, and agency communications.
  • Clients and their families can request new visits, services, and modifications to the schedule.
  • The portal also facilitates direct communication & feedback on service delivery.

Digital Library

Ensure everyone Franchise-wide 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 item becomes outdated, archive it and add the updated version.

The CareSmartz360 Franchisor Brochure

Discover how our seamless platform empowers you to scale effortlessly and propel your home care network to new heights.

Featured Story

Streamlining Multi-Location Home Care Agency Operations with CareSmartz360

In this case study, we delve into the success story of a thriving franchise that utilized CareSmartz360 to revolutionize its operations, ensure compliance, and propel exponential growth.

Read More

Why They Love CareSmartz360

“The overall organization of everything in one module makes us more efficient since everything - Key documents, Time Tracking, Billing & Payroll, is right there.”

Morning Glory Home Care, Owner

Juli Wall

“Very user-friendly and great customer service.They have customized many different reportsand features to fit our business model. We had used a previous software before andswitching to CareSmartz360 was a breathof fresh air.”

Heaven Sent Home Care, VP

Travis Dumont

Got a Question?

CareSmartz360 benefits the home care franchise by streamlining franchise operations, reducing administrative burdens, ensuring compliance, facilitating informed decision-making, and enhancing communication and coordination across multiple locations.

a. Franchise Management: Franchise Intranet, Franchise Development tools, FDD Manager, Franchise Opener, Franchise Information Manager, and Franchise Support.

b. Core Home Care Management: Client Management, Caregiver Management, Scheduling & Dispatch, Mobile App, and Reporting.

c. Finance & Accounting: Financial Infrastructure, Billing, Profit & Loss Statements, and Performance Insights.

Yes, CareSmartz360 is a cloud-based solution, which means you can access it from any device with an internet connection, ensuring data security and accessibility for your entire franchise network.

CareSmartz360 aids in attracting and qualifying new franchisees by simplifying recruitment, providing complete lead management, ensuring legal compliance with electronic FDDs, and effective broker management.

With Franchise Opener, you can efficiently manage pre-open essentials, set flexible task schedules, automate communication, and stay updated on the status of each task for a seamless launch of new franchise locations.

The Franchise Information Manager provides a centralized database for all franchise information. It allows for paperless organization, comprehensive recordkeeping, and secure electronic storage of franchisee and area sales representatives' records.

CareSmartz360 offers dedicated support through web-based resource access and a dedicated support team. Troubleshooting is made effortless with a user-friendly trouble ticket system, and instant knowledge access is facilitated through FAQs, email, and phone.

The Finance & Accounting module helps maximize franchisees' revenue by setting up financial infrastructure, handling billing, providing profit and loss statements, and offering key financial performance insights.

We've just scratched the surface.

Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.

Request a Demo