One Dashboard for a Quick View

  • The key advantage of the dedicated portal of Caresmartz360 is that it helps clients and their family members to quickly view information about care schedules, invoices, and any important communication by a home care agency.
  • The client & family portal allows them to contact you and provide feedback on Caregiver visits and service quality.
  • This portal is meant to provide information that is transparent and easily available to your clients for their satisfaction.

Caregiver Visit Schedule

Track your caregiver’s schedule

  • Your clients can quickly view the entire schedule (daily, weekly and monthly), including the name of the caregiver, the date and the time of each visit.
  • It also shows the tasks to be performed by a caregiver, care history, and the status of a schedule if it is canceled, approved/disapproved, caregiver no show, and more.

Caregiver Visit Schedule - Caresmartz Client & Family Portal

Invoices for Quick Payments

View care spending history

  • The client & family portal is the one convenient place for your clients to view the records of all the invoices generated and the status of the payments (paid, unpaid and partially paid).
  • It also has the option to make quick payments right from the dashboard.
  • Your clients can view how much they are spending on caregiving services.

Invoices for Quick Payments - Caresmartz Client & Family Portal

Email the Agency

Let them know about changing care needs or updated documents

  • A client can add different types of documents and files for later use.
  • Care contracts, medical records, medication files, and emails can be emailed to the agency from the portal, so everyone has the most updated information.
  • This is for the convenience of everyone involved in the client care to know all about the medical condition, recommended medications, and care requirements.

Upload Documents for Easy Access - Caresmartz Client & Family Portal

Got a Question?

The scheduling dashboard shows the identity and (daily, weekly and monthly) schedule of the caregivers who have been assigned.

The invoices tab will show all the invoices generated, the status of the payments (paid, unpaid and partially paid), and the option to pay against the invoice.

Yes, you can view the entire billing and payment history in the invoice section.

The members who are authorized to view the information will be granted permission to access the portal.

The family and client portal includes announcements published by your home care agency, the ability to contact the agency, and a place to provide feedback related to the caregiver visits and care delivery.

You can send key documents related to the patient: medical history, diagnosis reports, etc. to the agency, right from the portal

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