Enhanced Caregiver Mobile App, New EVV Integrations, and EDI Updates

Publish Master Schedules

The Publish Master Schedule screen has been enhanced to include client time zone details, aiding Agency users. This update facilitates easy identification of the client’s time zone alongside their name. Additionally, when expanding a client’s group, both list and Calendar views now display the respective time zone for each schedule.

Furthermore, utilizing the ‘Group by Caregiver’ option enables Agency users to view scheduled dates and times in each client’s time zone on both list and Calendar views. Schedule conflicts will also be depicted according to the client’s time zone, mirroring the conflicts on the schedule window.

Select multiple territories on the client listing page

Agency users will now have the capability to choose multiple territories on the client listing page. This feature proves useful when agency users need to execute bulk actions or review data, among other tasks.

Home Care Pulse Integration

CareSmartz360 has now integrated with Home Care Pulse, giving us the ability to create and update clients, admins, caregivers, and staff users from CareSmartz360 into HCP. This data would be further used by HCP to conduct surveys and training.

• A new panel has been introduced in the office settings for HCP Authentication. Agency users must input both the Agency Key and the Dev Key to authenticate the process. n.b. Please reach out to Home Care Pulse to acquire your agency’s Dev Key and Agency Key. An option for the HCP Integration has been added under the payroll section. At the click of the same, the user would be navigated to the Caregiver Section screen.

  
  
  

  Under the accounting section > Payroll section, the User can click on the HCP integration To redirect to the below screen.

  

• All currently active Caregivers in CareSmartz360 will be listed under the “CareSmartz360 Caregiver(s)” column, while the Employees created in HCP will be presented in a dropdown under the “HCP Employee(s)” column.
• Similar to the Caregiver Matching screen there are Staff, Admin and Client matching screens.
• If the name corresponds to the employee/client name in CareSmartz360, the mapping will occur automatically. However, in cases where there are two users with identical names, the agency must manually select the user from the drop-down menu. To avoid confusion in case of two users having the same name, the employee names are displayed along with the hire date and the client names are displayed along with the admission date.
• A toggle button labeled “Send to HCP” has been incorporated into user profiles. Enabling this toggle will result in the user details being sent to the HCP during creation, allowing for simultaneous creation of the user in both CareSmartz360 and HCP.
  
• The users can be created in HCP from the profiles as well as the admin settings.
• If the user is already available in HCP, then on updating the user in CareSmartz360 the same will get updated in HCP as well.
• When sending an employee to HCP, the below fields are mandatory:
• First Name
• Primary Phone Number
• Hire Date
• If any mandatory field(s) are missing then a validation will pop up to the users.

Paychex API Grouping

As exporting individual items in Paychex results in data spanning across multiple pages. Hence, as a solution, we have introduced grouping in APIs related to labor assignments and service types.

The grouping has been done in the following manner:

• Grouped by Labor Assignment
• Grouped by Service Type

Firstly, grouping will be applied to the Labor Assignment, followed by a secondary level of grouping based on the service type. The agency that needs grouping functionality can ask CareSmartz360 to enable it.

Added Service Date Range Search Filter on Finalized Invoices Screen

On the View finalized invoice filters, users can now search via service date range or Invoice date range based on their requirements to find the invoices.

Removal of the default expiration date from the Digital Library files and folders

Now while adding/editing any file/link/folder in the digital library the field for “Expiration Date” will not be automatically filled based on the “Start Date” added. If you wish to add the “Expiration Date” you need to click on the input box where a calendar will open up similar to that in the case of adding the “Start Date” and you can add the “Expiration Date”.

Addition of Payer Type filter in the Invoice Aging Report

With the introduction of the “Payer Type” filter in the accounting report “Invoice Aging”, you can now view and filter the report by selecting the desired “Payer Type” in the report. By default, the filter will contain no value. You can select the filter values as “Select All”, and “Multi-select” as per the values available in the report.

Addition of Payer Type and Payer filter in the “Invoice List by Client” report

Into the accounting report “Invoice List by Client”, now you can filter and view the data with the additional filters “Payer Type” and “Payer”. The value for the “Payer” filter will populate based on the value(s) selected in the filter “Payer Type”. You can also identify which “Payer Type” and “Payer” are associated with each row record with the introduction of the Payer Type and Payer column.

Addition of the Payer Type and Payer filter in the accounting report “Invoice Summary by Service Date”

In the accounting report “Invoice Summary by Service Date”, now you can filter and view the data with the additional filters “Payer Type” and “Payer”. The value for the “Payer” filter will populate based on the value(s) selected in the filter “Payer Type”. You can also identify which “Payer Type” and “Payer” are associated with each row record with the introduction of the Payer Type and Payer column.

Updates for the accounting report “Billed Hours by Service Type and Payer”

In the accounting report “Billed Hours by Service Type and Payer”, now you can filter and view the data with additional filters of “Payer Type” with the addition of columns for the “Office” and “Payer Type”. The “Total Amount” row is added for each office record. The value for the “Payer” filter will now be affected based on the values selected in the “Payer Type”.