CareSmartz360 Rolls Out New Software Updates for October

Enhancements to Caregiver Mobile App, Caregiver Portal, and New EVV Integrations

Following are the changes in this release:

There will be an update to Caregiver Mobile App with this release. The current versions continue to be Caregiver Mobile App iOS & Android: Version 2.37 and Agency Mobile App iOS & Android: Version 2.6 (No update to the Agency app with this release)
The minimum operating system requirements are “Lollipop” for Android and v11.0 for Apple devices.

Gusto Payroll

The character limit when adding or editing compliance notes has been increased from 200/240 characters to 8000 characters both in the caregiver portal & caregiver mobile app.

Agency users can now download Gusto compatible payroll files from the finalized payroll batch screen. On a click of the Gusto icon, Gusto compatible payroll file would be made available to the users.

The following are the mapped fields in the CSV file:

  • Column A) Last_name

    This is the last name of the caregiver.

  • Column B) First_name

    This is the first name of the caregiver.

  • Column C) SSN

    This denotes the last 4 digits of the caregiver’s SSN.

  • Column D) Title

    The title field is mapped to the Role field in the Caregiver’s profile. In the case there is more than one role selected then only one role would be displayed in the file. The role would then be selected as the first option in alphabetical order.

  • Column E) Gusto_employee_id

    The value updated in the field ‘Payroll File Number’ in the HR tab of the Caregiver’s profile is updated under this column in the CSV.

  • Column F) Regular_hours

    The Regular hours serviced by the caregiver. (E.g. 4 Hours 30 Mins will be shown as 4.5).

  • Column G) Overtime_hours

    The Overtime hours serviced by the caregiver.

  • Column H) Double_overtime_hours

    These are the double overtime hours serviced by the caregiver.

CareSmartz360 Payroll Update

Multi – Address – Ability to select a different address for clock-in clock out at schedule level & allow caregivers to do the same from Mobile app / Caregiver portal

System will allow user(s) to select a different address apart from the primary address on the schedule window allowing the Caregivers to clock-in / Clock -out on address other than primary defined in client’s profile or giving caregivers the ability to select the address at the time of Clock-in /Clock out from Caregiver app or caregiver portal.
On the Agency portal, User will have to go to Office settings – Main tab to enable the setting before the agency user(s) can go ahead and create schedules with different address or allow caregivers to select at the time of Clock-in/Clock-out.

CareSmartz360 Caregiver Portal Updates

Once the setting is enabled, user then go on the schedule window to select either of the below 3 options:

1. Primary Address

  • On selection of this, the caregiver will be able to perform clock-in / Clock-out on the primary address.
  • This is the current workflow that is present in the Caregiver app / Caregiver portal.

2. Clock-in/Clock-out Address

  • On selection of this option, user(s) on the agency portal – Schedule window will have the ability to select the Clock-in / Clock-out address that caregiver will be performing the clock -in /clock-out from app or portal.

3. Allow caregivers to select Address

  • On selection of this option, user(s) is giving caregiver the ability to select the address on the schedule at the time of clock-in or clock-out.
  • Caregivers will have the ability to select the address from the list of predefined addresses present in the client’s profile.
  • This will allow the caregivers the flexibility at the time of clock-in or clock-out to perform on the shift.

Primary Address

CareSmartz360 Caregiver Clock In and Clock Out Updates

Clock-in/Clock-out Address

CareSmartz360 Caregiver Clock In and Clock Out Update

CareSmartz360 Caregiver Schedule Updates

Allow Caregivers to select Address

CareSmartz360 Caregiver Scheduling Updates

Caregiver Portal

Based on the settings enabled for the caregiver, He/she will be able to perform the clock-in/ clock-out accordingly.

In case of Primary, the workflow will remain the same & there is no change.

CareSmartz360 Caregiver Portal Update

In case, where the “Clock-in/Clock-out Address” is defined by the Scheduler on the agency portal, Caregiver will perform the clock-in & clock-out on the schedule on the defined address.

CareSmartz360 Caregiver Clock-in and Clock-out Updates

CareSmartz360 Caregiver Scheduling Update

In case where “Allow caregivers to select Address”, enabled in the settings, caregiver will select the address at the time of clock-in & clock-out from the list of predefined address available in the list.

CareSmartz360 Caregiver Scheduling Update

Caregiver Portal Updates

Please note that office setting’s radius, threshold & other settings will remain the same & shall be applicable on the clock-in / clock-out address selected by the scheduler or allowing caregivers to select the address.

Mobile App

Multi – Address feature – Ability to select a different address for clock-in clock out at schedule level & allow caregivers to do the same from Mobile App.

Based on the settings enabled for the caregiver, He/she will be able to perform the clock-in/ clock-out accordingly.

In case of Primary address selection, the workflow will remain the same & there is no change.

In case, where the “Clock-in/Clock-out Address” is defined by the Scheduler on the agency portal, Caregiver will perform the clock-in & clock-out on the schedule on the defined address on the caregiver mobile app.

In case where “Allow caregivers to select Address”, enabled in the settings, caregiver will select the address at the time of clock-in & clock-out from the list of predefined address available in the list on the caregiver mobile app.

CareSmartz360 Caregiver Mobile App Update

Code push – Versions

Caregivers will now be able to see what Code Push level they are & if there is an update available then they can manual download the same.

CareSmartz360 Caregiver App Updates

EVV Updates

Sandata Updates

View the list of exceptions on the Sandata Data posted screen

Users will be able to view the list of exceptions that were applied on the visit & what reason code/description is being sent over in the JSON file. This will be helpful for the users to know & compare in the Sandata portal.

CareSmartz360 Electronic Visit Verification Updates

CareSmartz360 Electronic Visit Verification Update

NETSMART( formerly known as TELLUS)

Integration with NETSMART in the state of Montana

CareSmartz360 is now integrated with Netsmart in the state of Montana for payer MTMC

Integration with NETSMART in the state of Pennsylvania for the payer GATE

CareSmartz360 is now integrated with Netsmart in the state of Pennsylvania for payer GATE

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