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Empowering clients and families

View schedules, visit notes, tasks completed, and pay invoices - all in one place.

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360°

Data Security

95%

Client Satisfaction

5X

Faster communication

client and family portal - CareSmartz360

A central hub to communicate with clients and manage payments

The CareSmartz360 client and family portal offers 24/7 access, allowing families and care recipients to track care in real-time, view complete care plan & assigned caregiver, manage schedules, tasks & notes, communicate with agencies, and pay invoices conveniently. Using it, the clients can give feedback and actively manage their care.

Care details at your client’s fingertips

Home Care Client Management Software - CareSmartz360

Easily and quickly view care details

Clients enjoy a centralized hub for care schedules, invoices, and agency communication. Easy access to contact information and feedback options empowers informed decisions and fosters peace of mind.

HomeCare Client Management Software - CareSmartz360

Stay on top of payments

Clients and family members can view the history of all invoices generated, and the current status of payments if they are paid, unpaid or partially paid. No need to make payments through paper cheques. The portal allows making quick payments against the invoices right within the dashboard. Billing and payment history provides spending insights on caregiving services.

Home Care Client Portal - CareSmartz360

Complete schedule visibility

The portal has information about the entire schedule of the caregiver’s visit — caregiver(s) name, identity, and experience. Any family member or the clients themselves can see the date and time of each visit, 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.

Home Care Software Portal for Client - CareSmartz360

Communicate changing care needs

Care needs change with time. Clients can easily connect with the agency through the portal by sending emails about the new care needs. Supporting documents, medical records, recommended medication, care plan, and more can be shared with the agency from the client & family portal.

Security managed by Microsoft Certified professionals

Our 360° approach to security safeguards your data against unauthorized access, breaches, and other security threats.

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Security managed by Microsoft Certified professionals - CareSmartz360
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  • 4.7/5

What leading agencies say about us

I loved how the software is designed for you to access it from anywhere. It is very compatible with tablets, computer and smart phones. The software is easy to navigate through, I enjoy the clock in & clock out system for caregivers and client portal making it more flexible for caregivers to track there schedules, vacations, time off request and available shifts.

AshleeAcare provider services

Have a question?

Yes, the client can upload any documents, bills, medical records/files, etc. at any time he/she wants to.

No, only the people who have authorized access to the portal will be allowed to view the information available on the portal.

There is an invoice tab present on the portal that shows all the invoices generated the status of payment and the option to pay.

Announcements by the home care agency, the ability to contact the agency and provide feedback about the caregiver’s services, all this can be done on the family and client portal.

We've just scratched the surface

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

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