Client & Family Portal

A private and secure dedicated portal for your clients and family members:

Home Care Agencies…

Supercharge your Clients with Caregiver Schedule. Care Plan & History. Payments. Feedback.

Home care agencies using CareSmartz360 can provide access to the Client & Family Portal to the clients, their close relatives, and members of the family. With anytime, anywhere accessibility, care recipients and family members can know in real-time what’s happening in the home and learn about the complete care plan, assigned caregiver, care schedule and tasks, review caregiver notes, communicate with agencies, and even pay invoices.

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Your Clients, Their Decisions!
Help Them Make Their Home Care Journey a Pleasant One


Transparency at Their Fingertips

You clients can quickly view information about care schedules, invoices, and any important communication from a single dedicated portal. The portal allows quick contact with the service provider and sharing feedback on Caregiver visits and service quality. When every piece of information is right in front of their eyes, it feeds to your client’s peace of mind and satisfaction.


Transparent Payments

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


Schedule Visibility to Family

The Client & Family Portal has information about the entire schedule of the caregiver’s visit, caregiver(s) name, identity, and experience. Any family member or the client himself 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.


Team Communication, More Satisfaction

Care needs change with time. Your 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.

Got 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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