Reports for every aspect of your home care business
Derive valuable insights and up-to-date financial information with smart reporting.
The Reports module displays all kinds of information for your agency:
- Day-to-day clock in/out in the form of EVV reports
- Operational information like caregiver pay rates
- Marketing reports like CRM leads
- Accounting data including client-specific payments, commission calculations, client balance due, and invoice summaries
- Quick access to frequently used reports through Recent Reports
Custom Reports
The Custom Reports Section allows you to create reports that have just the information you want. CareSmartz360 comes with many reports already created, but sometimes an agency wants a combination of data that we don’t have pre-built. Using Custom Reports, you can select different data sets and create reports in regular spreadsheet format or in graph or chart format.
Scheduling & EVV Reports
These reports can take your agency operations to a new level of efficiency.
Scheduling and EVV Reports—The Scheduling and EVV reports can help you:
- Monitor the performance of caregivers
- See how many hours caregivers spent on shifts
- Monitor time scheduled compared to time delivered
- Track check-ins and check-outs of caregivers
- Monitor client schedules, open shifts that need to be filled, and more
Accounting Reports
Payments, receivables, and outstanding balances at your fingertips.
- CareSmartz360 has a comprehensive section for Accounting Reports that can tell you exactly how much revenue you are generating, margins per client, expense details, invoice adjustments and more.
- Finance is the lifeblood of any business and the Accounting Reports let you know just how well you are managing your money.
