Caregiver Portal for
organized care delivery

Access schedules, care plans, training, documentation, and compliance requirements in one secure caregiver portal designed for structured home care operations.

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Scheduling, training, and compliance — all in one place

Stay organized, meet compliance requirements, and deliver consistent care across diverse clients and service locations.

Caregiver Portal - CareSmartz360

Dashboard visibility for caregivers

See your schedule, tasks, and updates instantly

Provide caregivers instant access to updated schedules, shift details, client preferences, and service authorizations. The dashboard includes:

  • Service history and recent activity
  • Upcoming schedules with shift details
  • Open shifts and availability options
  • Client details and assigned tasks
  • SMS communication log

Hyperlinks take the caregiver into the portal for more detailed information.

Caregiver Software Portal - CareSmartz360

Structured calendar and client view

Simplify your daily shift and client management.

Caregivers can easily view their upcoming client schedules starting from the current date. Within the calendar section of the caregiver portal, they can access detailed shift information by clicking on any shift. This section offers a range of widgets that allow caregivers to:

  • Clock-in and clock-out of visits efficiently
  • Mark pre-defined tasks as complete
  • Add notes for service delivery
  • View valuable family feedback
  • Locate the client's address and navigate to it
  • View open shifts and request more work hours

Caregiver Portal for Home Care Agencies - CareSmartz360

Fast response to available shifts

Quickly find and secure your ideal shifts.

Caregivers can quickly respond to agency shift requests directly from the portal. With essential client details (name, gender, address, phone) readily available, caregivers can easily decide if the shift fits their schedule. Caregivers can conveniently respond directly from the portal, indicating their status as "available," "not available," or "need more info."

Caregiver scheduling Software - CareSmartz360

Caregiver scheduling preferences

Easily manage and update your availability.

Caregivers can take control of their schedule by specifying their availability or unavailability for specific date ranges. Any updates made to their availability in their profiles will be shared with the agency, ensuring schedules are assigned accordingly.

Caregiver Training Software - CareSmartz360

Online caregiver training

Comprehensive learning management system

CareSmartz360 includes access to 230+ online caregiver training courses directly within the portal. The integrated learning management system supports:

  • State recommended training course
  • Certification documentation
  • Supervisor review visibility
  • Access from any device

This helps caregivers stay current with agency expectations, maintain active credentials, and remain aligned with regulatory guidelines.

Caregiver Portal for HomeCare Agencies - CareSmartz360

Document management & compliance tracking

Access, upload, and review documents with ease.

Caregivers can view and download agency-added documents and upload their own for agency staff to review. They also receive timely reminders for upcoming deadlines such as auto registration/insurance renewal and HHA license renewal.

The CareSmartz360 caregiver portal brochure

Spare a few minutes to learn about the key benefits you derive from our award-winning platform.

Have a question?

Yes, from the Unavailability tab, caregivers can set preferred work times or times they will be unavailable, like for vacations or further training. If schedules are already in place, the caregiver will need to contact the agency directly.

Yes, from the Compliance tab, caregivers can add a new compliance with start and expiration dates, license number and any relevant notes. They can upload a digital copy of the document as well.

Caregivers can see all the demographic information about a client, including the address and driving directions, the last completed care plan, and all emergency contacts of the client. Agencies can set the permissions to allow caregivers to edit and update the care plan from their portal.

The Trainings tab in the caregiver portal shows all the courses that have been assigned to the caregiver, as well as their progress in getting the work completed. A link on that page will take them directly to the LMS training module.

#1 rated home care software heart icon

CareSmartz360: G2 Awards, Top-Rated for Home Care Excellence
80+ G2 Awards

Top-Rated for Home Care Excellence

CareSmartz360: Gartner Awards from Capterra, GetApp, and Software Advice
40+ Gartner Awards

Capterra, GetApp & Software Advice

CareSmartz360 Customer Testimonial
CareSmartz360 Customer Logos
Juli Wall

Owner, Morning Glory Home Care

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CareSmartz360 recognized as a G2 Momentum Leader for Spring 2026
CareSmartz360 awarded Best Customer Support by Software Advice for 2026
Capterra badge for Best Value in 2026, an award received by CareSmartz360
CareSmartz360 recognized as a Top Performer by SoftwareSuggest for 2026

Grow better with CareSmartz360 today

CareSmartz360 software dashboard interface on a desktop monitor and a mobile app