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Grow Your Team And Profits

Managers and supervisors have a transparent and holistic approach towards every aspect of the home care business. They use data and reports to analyze individual business processes, staff performances, client experiences, and behind-the-desk operations, thereby helping executive leadership in decision-making, planning, and executing strategies at functional levels.

Managers and supervisors are important as they are closest to the employees in the organization. They are positioned to mentor and up-skill employees with the new processes, or when changes are about to happen in the workflows.

Event-Driven Workflow Management

Home care supervisors manage event-driven workflow and they play a crucial role in managing the following:

Manager and Supervisors

One Role, Multiple Duties

Manager and Supervisors

Payer Management

  • Manage multiple payer contracts
  • Streamline billing for client & family members, insurance providers, VA benefits, and Medicaid
  • Maintain Electronic Visit Verification (EVV) system integrated with Sandata, HHAeXchange, and other aggregators

Manager and Supervisors

Care Plan Management

  • Personalize client assessments with custom forms
  • Create need-based care plans for clients
  • Develop short-term and long-term care plans
  • Ensure the best-fit caregiver as per the client’s needs
  • Maintaining care quality

Manager and Supervisors

Client Experience Management

  • Derive plans to retain and benefit existing clients
  • Seek feedback, and conduct surveys
  • Engage with clients through text messages, email, and audio/video calls
  • Influence existing clients for referrals
  • Maintaining a good Net Promoter Score (NPS)

Manager and Supervisors

Workflow Management

  • Manage daily/hourly shift rosters of staff
  • Automated caregiver task assignments
  • Match caregivers by specialty, skills, experience, and location proximity
  • Manage and coordinate with multiple office locations
  • Streamline communication and coordination between stakeholders
  • Gain insights into workflow performance and other KPIs
  • Seamless integration with billing, payroll, and EVV systems
  • Documentation and record keeping for compliance

Manager and Supervisors

Operational Management

  • Track client calls and review actions
  • Record recruitment, training, and other data
  • Authorize expense reimbursements
  • Improve operational efficiencies
  • Analyze operational performance
  • Streamline stakeholder communication
  • Ensure regulatory compliance
  • Automate administrative tasks

Manager and Supervisors

Reporting and Analytics

  • 100s’ of Pre-Built Powerful Reports give full-visibility into various aspects of the business, including –
    • EVV Compliance
    • Shifts and Schedules
    • Account Receivables
    • Billing & Payroll
    • Time-Tracking
    • Missed Visits
    • Caregiver Analytics
    • HR and Caregiver Compliance
  • Select, filter, and sort rich data for analysis
  • Monitor Key Performance Indicators
  • Customizable reports and personalized dashboards create accurate reports significantly faster by pulling in even more data from the platform

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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