Following are the changes in this release:
The extension of the Custom Forms feature now encompasses the Caregivers mobile application. This development allows the agency to activate custom forms for caregivers via the Admin settings > Mobile Role Management> Forms.
Through the management interface of Custom Forms templates, agency users gain the capability to share ‘Caregiver Form’ templates with individual caregivers. Sharing is facilitated based on the caregiver’s names and roles.
Under Office settings > Notifications, a new event labeled ‘Caregiver Form Submission’ has been introduced. Agency users selected for this event will receive email notifications upon caregivers submitting forms for approval.
When a form is initiated by an Agency user –
When a form is initiated by the Caregiver –
The Caregivers will now be able to modify the details of an exiting compliance in the system. In both the caregiver portal and caregiver mobile application, an edit icon has been introduced in the action column within the compliance section. When clicked, this icon will trigger a pop-up window as shown below for the user.
Also, the agency portal will log the modification details. This will enable the agency users to identify who made the modifications and when they were carried out.
We have introduced a new event titled ‘Contact Us’ within the Notifications tab under office settings. Agency users can now configure by selecting user’s name from the list for this specific event to receive email notifications whenever a client portal user contacts the agency via the ‘Client Portal Contact Us Template from client portal.
Agency users & admin users will be notified via email when a client portal user sends an email using the ‘Client Portal Contact Us Template’ from.
Also note that agency user whose email is preconfigured in the ‘To’ field of the ‘Client Portal Contact Us Template’ within the existing client portal system will automatically be selected to receive notifications under the ‘Contact Us’ event under the Notification tab.
Under clients -> Main tab, Medicaid ID field has been relabeled to Medicaid ID / Patient ID
With this release, the completed hours on Caregiver payable hours report & Approved hours displayed on calendar screen will be shown in units as they appear in report currently.
Also, on the caregiver app, schedules for inactive clients that have been approved & performed by caregiver in the past will be visible with this release.
CareSmartz360 – IVR system is now compatible with Spanish language along with the English language.
Agency is now integrated with Therap in the state of Alaska in case the data is updated from agency app.
CareSmartz360 is now integrated & certified with the Therap as an Alt. EVV vendor in the state of Alaska.
CareSmartz360 is now integrated with HHAeXchange via API as an Alt. EVV Vendor in the state of Mississippi.
CareSmartz360 is now integrated with HHAeXchange via API as an Alt. EVV Vendor in the state of Illinois.
User(s) will now be able to export selected records in the OODS report in the state of Oregon. They will also be able to sync the Modifiers & service element on schedules.
Starting Oct 5, 2023, the following 2 columns are mandatory in the exported CSV file. Now, when the file is getting exported, the data will be populated in the csv file at the end, however, it shall not be visible in the UI of the report.
The following password requirements are state-mandated for every Alt EVV vendor solution. Hence, in CareSmartz360, the following restrictions have been updated across all platforms namely agency portal, Caregiver portal, client portal, Caregiver mobile app and Agency mobile app.
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