EASY MANAGEMENT OF
HOME CARE FRANCHISES

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

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

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

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

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

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

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

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

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.