The Reports module displays all kinds of information for your agency:
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 and EVV Reports—The Scheduling and EVV reports can help you:
Yes, from the Caregiver Reports section, click on Caregiver Pay Rates to see pay rates of Caregivers as per their specified shifts.
Yes, you can customize the look and function of your dashboard by selecting the Widgets you want by clicking on the Widgets button.
Under Scheduling reports, you can click on Caregiver Schedules to see Schedule List by Date to see the schedules of Caregivers, date and status.
Yes, the Accounts Register has an option to filter payments by status: Paid, Not Paid, Partially Paid etc. so you can see with a single click those who haven’t paid their bills.
In CRM Reports, you can click on Referral Source by Date Range to view your referrals by date.
In the Accounting Reports section, click on Detailed Billing Units per Client to get a breakdown of hours billed to a particular client.
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