Following up on a missed payment, performing client satisfaction checks, and state-mandated reassessments are just some of the tasks that you can track in the client profile. Each task and communication can be assigned to any agency user, and it will appear on that personâ€™s calendar and dashboard.
The CareSmartz360 home care management software lets you track potental clients who have a strong chance of signing on. Their referral source, and inquiry date are saved, so you can follow up on the leads. All the details that you add in the profile will transfer over when the prospect signs on to be your client.
Yes, just click on the Schedules link. You can click on a blank date in the calendar to add a new schedule. To edit a schedule, you can click on an existing schedule and revise it.
The compatibility tab lists all your caregivers, and you can assign a compatibility, like Preferred or Not Preferred. You can also see, at a glance, which caregivers have cared for the client and how many hours they have spent together.
While creating / modifying a schedule, if you select â€˜Show Recommended Caregiversâ€™ checkbox, the system will show a list of caregivers who are suitable for the job based on the attribute matching, distance from the client, skills, restrictions of client etc.
The Outstanding Invoices tab will display all invoices that are due.
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