Scheduling
CRM
Electronic Visit Verification
Caregiver Portal
Email & SMS
Training Module
Client Management
Library
Intake & Care Plans
Communities
Caregiver Management
Mobile App
HR
Reports
Payer Management
Client & Family Portal
Client & Payer Registers
Billing & Payroll
Home Care Scheduling Software - CareSmartz360

Scheduling

Simpler, faster, and more accurate scheduling

  • Multiple calendar views for greater flexibility
  • Color coded visit/shift entries
  • Schedule by client and/or caregiver
  • Simple drag and drop functionality
  • Recurring visit/shifts in one entry
  • Enables open shifts and caregiver cancellations to be filled rapidly with minimal back office effort
  • Map and directions to client’s home
Home Care Scheduling Software - CareSmartz360

Marketing Referral Campaigns - CareSmartz360

Customer Relationship Management

Grow your business 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 unsubscribe, and more

Home Health Care Scheduling Software - CareSmartz360

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 allow caregiver to log expenses and mileage associated with a shift, care plan tasks performed for the client, and to leave messages for office staff
  • Office staff can use telephony to leave messages for caregivers
  • Tightly integrated with scheduling, billing and payroll makes the process of calculating client billing and caregiver payroll accurate and efficient
Home Health Care Scheduling Software - CareSmartz360

Caregiver Management Software - CareSmartz360

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

Home Care Agency Software - CareSmartz360

Integrated Email and 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
Home Care Agency Software - CareSmartz360

Home Care Management Software - CareSmartz360

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

Instant Accessible Software for Home Care Agencies - CareSmartz360

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
Instant Accessible Software for Home Care Agencies - CareSmartz360

Digital Library by CareSmartz360

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 item becomes out-of-date, archive it and add the updated version

Home Care Business Software - CareSmartz360

Electronic Intake & Care Plans

No more paper-based assessments and care plans!

  • 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
Home Care Business Software - CareSmartz360

Home Care Billing Software - CareSmartz360

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

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

Caregiver Management Software - CareSmartz360

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

Home Care Business Software - CareSmartz360

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
Home Care Business Software - CareSmartz360

Home Care Computer Software - CareSmartz360

Reports

Most comprehensive reporting in the industry!

  • Scheduling
  • Client Management
  • Caregiver Management
  • Finance & Accounting
  • Marketing
  • HR & Training

Home Health Care Scheduling Software - CareSmartz360

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
Home Health Care Scheduling Software - CareSmartz360

Caregiver Portal - CareSmartz360

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.

Home Care Billing Software - CareSmartz360

Client & Payer Registers

A comprehensive financial view of client’s and payer’s 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
Home Care Billing Software - CareSmartz360

Home Care Billing Software - CareSmartz360

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
Home Care Billing Software - CareSmartz360