New Features and Updates
Following are the changes in this release:
Mobile app Versions –There will be an update to the Agency app with this release. The version of the Caregiver app will be 2.56 (Code Push 1.0). The Version for the agency app will be 2.23 (Code Push 1.0).
The minimum operating system requirements are as below:
| Platform | Minimum Version | Notes |
|---|---|---|
| iOS | 15.1+ | Older devices (iPhone 6/6 Plus, some iPad models) cannot run RN 0.78 apps. |
| Android | 7.0+ (API 24) | React Native officially bumped minSdkVersion to 24, so Lollipop (21) and Marshmallow (23) are dropped. Covers ~99% of active devices in 2025. |
Schedule Maintenance Window:
Please note that regular maintenance is scheduled for May 13th, 2026, from 12:30 AM – 4:30 AM Eastern Time, to perform necessary tool updates and deploy improvement patches. Thank you for your continued partnership!
We’ve introduced a new Rate permission in Role Management that gives agencies precise control over who can view or manage sensitive billing and pay rate information—without disrupting day-to-day scheduling workflows. Agencies can now mask bill rates, pay rates, and all rate-derived values for selected roles, ensuring office staff can continue operational tasks while financial data remains protected. When Rate access is set to No Access, all rate-related information is fully hidden across dashboards, schedules, client and caregiver profiles, invoices, reports, exports.
This permission centrally overrides Accounting and Report access and is enforced consistently across the web app, agency mobile app, APIs, integrations, and downloads. Users with Read-Only or Full Access retain complete visibility and edit rights, while those with No Access will not see the Accounting module, rate-based reports, or any calculated financial summaries. Changes take effect after re-login, providing a simple yet robust way to safeguard financial data across the system.
Agency portal users — including staff and admins — can now enter any freeform address in the Get Directions pop-up, in addition to the existing predefined options (caregiver, client, staff, office). This makes it faster to estimate travel time and mileage to any location without being limited to saved addresses.
Get directions to any address — not just saved ones
You can now get directions to any address directly from a profile, without needing it to be saved as a caregiver, client, staff, or office address first. This is useful when estimating travel time or mileage to a hospital, temporary care location, or any other one-off destination.
How to use it
Existing address options (caregiver, client, staff, office) are unchanged and continue to work as before. Directions will only load once a valid address is selected from the suggestions list.
The finalized invoice screen now shows a Total Hours summary for each office, making it easier to review and confirm total hours — without needing to manually add up individual rows.
What’s New
Total hours for each office are displayed on the finalized invoice screen, reflecting all records shown under the currently applied filters.
Visits that appear across multiple billing rows (for example, when billed to more than one payer) are counted only once in the total — so the figure always represents actual visits served.
The total updates automatically when you change your filters, keeping the summary in sync with what you see on screen.
Where to find it
Navigate to the Finalized Invoice screen in the billing section.
Apply any filters (date range, payer, caregiver, etc.) as needed.
The Total Hours figure for each office will be displayed, summarizing all visible records for that office.
Office staff now see only their office’s data in the Agency App.
We have updated the Agency App so that office staff users can only view data related to their assigned office — the same way the Agency Portal already works. This ensures consistent, role-appropriate access across both platforms.
What has changed
Office staff will now only see the dashboard, clients, caregivers, and schedules that belong to their assigned office in the Agency App.
Data from other offices will no longer be visible to office staff on the app.
Admin users are not affected — their visibility across all offices remains the same.
Why we made this change
The Agency Portal already restricts office staff to their assigned office’s data. This update brings the Agency App in line with the same rules, so that permissions are consistent and predictable no matter where your team is working.
Caregivers can now optionally use AI assistance to improve the grammar, tone, and clarity of their care notes, task notes, and notes for family in a visit — without leaving the workflow, without losing their original meaning, and without any obligation to use the suggestion. The caregiver can review and approve before anything is applied.
AI writing assistance now available for caregiver notes at clock-out.
Caregivers using the CareSmart360 mobile app can now optionally improve their care notes, task notes, and notes for family with AI assistance in a visit. The feature helps polish grammar, tone, and readability — while always keeping the caregiver in full control of what gets submitted.
What this means for your agency
How it works for the caregiver
1. Write the note as you normally would during clock-out.
2. Tap Improve — a suggestion will appear using the default writing style. You can tap the arrow on the button to choose a different style first.
3. You can change the rewriting options by clicking on the arrow, selecting the option for writing style and tone and the suggestion will appear.
4. Read through the suggested rewrite shown alongside your original note.
5. Tap Use Suggestion to apply it, or simply ignore it — your original note stays as-is if you do nothing.
6. Review your final note and complete clock-out as usual.
Rephrasing button available as soon as the user adds any text in the defined areas.
Click on the arrow icon at the right-hand side of the Improve to view all the writing styles and tone options available.
Click on any of the options, or you can click on the Improve to use the default option, i.e., improve writing. The result will appear as in the screenshot below –
Click on the use suggestion button once you confirm that the output text is appropriate as suggested by the AI. Click Cancel if you don’t want to use this AI suggestion. You can select from other options to get the desired output. The text in the notes text box is not edited until you click on the Use Suggestion button.
Caregiver Mobile App Reference Screenshots –
View of multiple options on the dropdown hit
AI rephrased text on the click of improve with applied settings
Caregivers can now use their device’s native voice-to-text capability to dictate visit notes, notes for family, and task notes — both during clock-out and on the shift details page. The feature works through the microphone available with the notes text area. Typing and dictation can be mixed freely, and manual entry is always available as a fallback.
How to use it
Note – On the portal, this feature is limited to the Chrome browser.
Caregiver Web Portal –
Mic Icon –
Permission enabling – (Click Allow while visiting the site)
Recorded text in the notes text box
Caregiver Mobile App Screenshot
We’ve introduced an enhancement that allows agencies to include Care Notes directly within invoices. This provides greater transparency to clients and payers by displaying care-related details alongside billed services.
Previously, Care Notes were not included in invoice outputs. With this update, agencies can now control their inclusion through configurable settings.
What’s New
A new “Care Notes” option is now available under Invoice Include settings.
Configuration Locations
Invoice Preview
Within Client Profile → Payer Settings → Invoice Settings, the invoice preview will dynamically reflect changes to the Care Notes setting.
Invoice Behavior
When Care Notes are enabled:
The Today button is now available alongside the date range selector and view type controls on the global schedule calendar. Users who have navigated away from the current date range can return to it in a single tap — regardless of which calendar view or grouping they are using. The button is automatically greyed out when the user is already viewing the present date range, matching legacy behavior.
What’s new
We have made usability improvements to the Clock-In and Clock-Out pop-ups across time tracking views. Client and caregiver names are now shown inside the pop-up for immediate context, making it easier to track which record is being edited, especially when working across dense lists. The background row is also highlighted to show case which record is selected.
How it works
We have updated the bulk action controls on the global schedule calendar so that Publish, Delete Visit, and Email Visit only become active when they are applicable to the visits you have selected. This prevents accidental bulk actions on visits of the wrong status.
How it works
This change applies to the global schedule calendar bulk actions only. If your buttons appear greyed out, check that all selected visits share the same status and deselect any that do not match before retrying the action.
We’ve brought the Find Caregiver functionality to the new UI, ensuring agency portal users can seamlessly discover and assign caregivers to open shifts — just as they could in the legacy system. This enhancement eliminates workflow gaps when managing open shifts across the platform.
Feature Highlights
1. Find Caregiver on Open Shifts A “Find Caregiver” link now appears on any open shift where no caregiver has been assigned. Clicking it opens a dedicated screen displaying recommended caregivers along with relevant details — all pre-filled with the associated Schedule and Client information, making the assignment process fast and straightforward.
2. Available Across All Key Views This feature is accessible from every screen in the new UI, where open shifts can be added or edited, including:
Gridlines have been added between all columns across every time tracking view in the updated UI. When reviewing long rows of visit data, the column separators make it easier to follow values across the table accurately — reducing the chance of misreading data from an adjacent row or column.
Views updated
This is a display-only improvement. No data, filters, or workflows have changed. No action is required — the gridlines are applied automatically across all affected views.
Feature Area: Time Tracking — Filter Panel re-ordering
Filter Order Per View
Schedule Review Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Service Type → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Adhoc View Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Care Coordinator → Supervisors
Approved Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Service Type → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Cancelled Office → View → Cancel Action By → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Finalized Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Service Type → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Meetings Office → View → Schedule Date Range → Supervisors → Participants
Missed Visits Office → View → Schedule Date Range → EVV Aggregator → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Billing Frequency
Missing Clock-In Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Missing Clock-Out Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Open Shifts Office → View → Schedule Date Range → Client(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Billing Frequency
Telephony Details Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Client Type → Client Territory
Unidentified Calls Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Client Type → Client Territory
No filters have been added or removed — this is only a reordering improvement to improve usability and consistency across views.
Feature Area: Time Tracking — Filter Panel
What’s New
Filter labels in the Time Tracking filter panel are now displayed in bold, making them visually distinct from their selected values beneath them — improving readability and reducing the time spent scanning the filter panel.
Why It Matters
Users can now instantly identify filter categories at a glance without confusing the label with its selected value, leading to a faster and cleaner filtering experience.
This is a UI enhancement only — no functional changes have been made to the filters.
Feature Area: Global Schedule Calendar (New UI)
What’s New
Total Hours is now displayed on the Global Schedule Calendar (New UI), bringing it to parity with the legacy schedule calendar. The data and calculation logic remain identical to the legacy system, utilizing the same underlying API.
Why It Matters
Users who rely on total hours for day-to-day scheduling oversight no longer need to switch back to the legacy calendar. The information is now readily available within the new UI, in the same format they are already familiar with.
This is a parity enhancement — no changes have been made to how Total Hours are calculated or fetched. Total hours calculation is kept on the Day view and the Weekly view only so as to maintain the design.
Overview
This release introduces granular visibility controls for notes, communications, and documents across Client, Caregiver, and Other Staff profiles. Agencies can now restrict who can view specific records based on roles or individual users, addressing a longstanding compliance and confidentiality need.
What’s New
Expanded Privacy Options
The visibility/privacy dropdown for notes, communications, and documents now includes four options (up from two):
| Option | Behavior |
|---|---|
| Everyone | Visible to all users with profile access (unchanged) |
| Only Me | Visible only to the creator (unchanged) |
| All Roles (new) | Visible only to users whose role matches one or more selected roles |
| All Staff (new) | Visible only to specifically selected individual users (+ the creator) |
Where It Applies
Key Capabilities
1.Role-Based Visibility (“All Roles”)
2. User-Based Visibility (“All Staff”)
3. Audit Trail
Overview
A new Export capability has been added to both the Client and Caregiver list views in the New UI. This eliminates the need to navigate reports and manually apply filters to extract rosters, streamlining day-to-day workflows for agency users.
What’s New
| Capability | Details |
|---|---|
| Export Button | An Export action is now available in the top-right action area of both the Client and Caregiver list pages. |
| Filter-Aware Export | Exports reflect the current grid state — all applied filters (Active/Inactive, Territory/Office, etc.) are honored. If no filters are applied, all records available to the user are exported. |
| Column-Aware Export | Only columns currently visible in the grid are included in the export, in the same order display. Hidden columns are excluded. |
| CSV Format | Files are exported in CSV format with clear naming: Clients_YYYYMMDD_HHMM.csv / Caregivers_YYYYMMDD_HHMM.csv. |
| Data Masking | Sensitive fields (e.g., SSN) are exported with the same masking applied in the UI — no additional sensitive data is exposed. |
| Permission-Based Access | The Export option is visible only to users authorized to access the respective list. Restricted columns are excluded from the file. |
| Performance | Supports exports of up to 5,000 records. If the result set exceeds the limit, only the first N rows are exported, and the user is notified. |
| UX Feedback | The Export button shows a busy/disabled state during processing to prevent duplicate clicks. Clear error messages are displayed on failure with a retry capability. |
This improvement ensures that the territory list displayed across the system is sorted in alphabetical order. Additionally, the list will be made searchable to allow users to quickly identify and select appropriate territories.
Added support for the new VisitLocationType field in the CareBridge EVV data file for the state of Arkansas, as required by updated CareBridge specifications.
What Changed
| Code | Description |
|---|---|
| 1 | Home |
| 2 | Community |
Impact
Overview
This improvement enhances the EVV Auto Posting workflow for agencies using HHAeXchange, TELLUS, and Sandata aggregators by adding visibility into who posted each record — whether it was done manually by a user or automatically by the system.
What’s New
1. New “Posted By” Column in the Grid
– User’s Name — when the record was posted manually by a user.
– System — when the record was auto-posted by the system.
2. Details Screen Update
Impact
Overview
This improvement introduces a centralized payer-level toggle to control whether EVV (Electronic Visit Verification) data is included or excluded in EDI claim files. Previously, this configuration was managed at the individual client level, which was error-prone and time-consuming for agencies with a large number of clients.
What’s New
1. New “EVV EDI” Toggle in Payer Profile
2. Automatic Propagation to Client Billing Information
3. Impact on EDI File Generation
4. Permissions
Overview
This enhancement adds support for capturing and transmitting Referring Physician Name and NPI data for agencies in Florida submitting EVV visits to the Tellus aggregator. This ensures agencies can submit complete, compliant data as required by Tellus/Netsmart’s alternate EVV vendor specifications.
What’s New
1. New Fields in Payer Profile – EVV Integration Section
Under the Payer Main Tab → EVV Integration, the following new field has been added:
Other EVV integration fields remain unchanged and will now also be applicable for Florida (FL), consistent with the existing Georgia (GA) state configuration.
2. Field Behavior & Visibility
| Behavior | Detail |
|---|---|
| Displayed when | Adding a new payer profile (Main Tab) |
| Updating an existing payer profile (Main Tab) | |
| Required | No — fields are optional |
| Tooltip | “These fields are available as per payer & state specific rules” |
3. Data Flow to Tellus
Impact Scope
| Area | Impact |
|---|---|
| Payer Profile (Main Tab → EVV Integration) | New optional field added |
| Tellus EVV Posting (XML) | Physician NPI taxonomy data included in submission |
| Florida (FL) State Support | EVV integration fields now applicable for FL |
Overview
A new Remittance Upload & Payer Mapping screen has been introduced, enabling billing and remittance users to upload externally generated remittance files (EDI/TXT), automatically extract payer entries, and map them to existing system payers. This ensures that incoming payer records are correctly linked to the payer master data before being used in downstream remittance processing.
What’s New
Step 1: File Upload
Step 2: Payer Mapping Table
Mapping Statistics
Real-time summary statistics are displayed and updated dynamically as mappings change:
Search & Filter
Step 3: Save & Complete
Step-Based Navigation
The screen follows a guided step-based workflow:
Overview
A new “835 Files for Remittance Detail” screen has been introduced, providing billing and admin users with a centralized view of remittance data received through 835 files. This feature enables teams to identify payments by payer, review invoice/payment status at a detailed level, and export filtered data for reconciliation or audit purposes.
What’s New
Advanced Filter Panel
Users can now filter remittance data using multiple criteria:
Payer-Grouped Results View
Export Capability
Apply & Reset Controls
We have introduced a new EVV Compliance Summary Report to help agencies monitor and manage EVV compliance more effectively.
What’s new
Key capabilities
– Total Visits
– Auto-Verified Visits
– Manually Edited Visits
– Visits with Reason Codes
– Compliance %
– Non-Compliance %
– Clicking the Total Visits count for an office opens a detailed list of corresponding schedules/visits, including:
– Visit Date
– Client Name
– Caregiver Name
– Service Type
– Procedure Code/Modifier
– Clock-In/Clock-Out Time (Original & Modified)
– Edit Type (Clock-in, Clock-out, Both, Reason Code Only)
– Reason Code(s) Applied
– Reason Description
– Compliance % = (Auto-Verified Visits ÷ Total Visits) × 100
– Non-Compliance % = (Manually Edited Visits ÷ Total Visits) × 100
– All percentages are rounded to two decimal places.
Benefit
This report allows agencies and admin users to:
Overview
CareSmartz360 now supports Rhode Island Medicaid EDI integration for both 837P/837I claim generation, aligned with the Rhode Island Medicaid HIPAA Companion Guide requirements.
What’s Included
Customer / Agency Impact
Overview
We have introduced automatic posting of Sandata EVV visits for agencies using Sandata as an aggregator. This reduces manual effort, improves timeliness of submissions, and helps prevent incorrect or duplicate postings.
What’s New
– Not previously posted to Sandata.
– No unresolved EVV exceptions.
– Both client and caregiver are already posted to Sandata by the agency.
– Required identifiers (e.g., State ID) are present and valid.
– Visits failing any check are skipped from auto-posting to prevent bad or non-compliant data from being sent.
Benefits for Agencies
CareSmartz360 is now integrated with PVerify as the vendor for doing eligibility checks for clients.
CareSmartz360 is now integrated with PVerify as the vendor for doing eligibility checks for clients.
The User only must go to the payer’s profile and configure the Payer codes under the Payer’s profile -> Main tab.
Once the payer codes are defined, the user can go to the Eligibility Check tab under the Payer’s profile itself.
Upon landing, the user can select single or multiple clients they wish to do the eligibility check.
Once the “Check eligibility” button is hit, a background service will run & user will be notified via Bell icon.
Once the eligibility is done, a list of data will be populated for the user to see what status they are in.
Users will also be able to see the history of the same client if an eligibility check was run previously by any other user. It will be shown on the flyout.
Only the latest one will be shown on the grid; all the previously will be shown in the fly out.
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