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Scheduling
Electronic Visit Verification
Agency App
Custom Forms
Caregiver Portal
Caregiver Management
Caregiver App
Reports
Billing
Payroll
Client Management
Client & Family Portal
Caregiver Training
Client Assessment and Care Plan
Client & Payer Registers
Payer Management
HR
Email & Messages
Digital Library

One Dashboard for a Quick View

Streamlined Access to Vital Information

  • This dedicated portal offers clients and their family members a quick view of essential information, including care schedules, invoices, and important communication from the home care agency.
  • This portal is meant to provide transparent and easily available information to your clients for their satisfaction.
  • The portal offers an adaptive design for mobile and tablet devices, ensuring an improved user experience and seamless browsing across different platforms.
Invoices for Quick Payments - Caresmartz Client & Family Portal

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 caregiver’s tasks, care history, and the status of scheduled events, such as cancellation, approval, disapproval, or caregiver no-show.
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

Contact the Agency

Let Them Know About Changing Care Needs or Updated Documents

  • Care contracts, medical records, medication files, and emails can be emailed to the agency from the portal, so everyone has the most updated information.
  • Client portal users can request extra shifts, including requesting a specific caregiver and adding shift-specific tasks and notes.
Contact Home Care Agency

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

Can’t find the answer you’re looking for?

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

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