Simpler, faster, and more accurate scheduling

  • Multiple calendar views for greater flexibility
  • Color coded visit/shift entries
  • Schedule by client and/or caregiver
  • Simple drag and drop functionality
  • Recurring visit/shifts in one entry
  • Enables open shifts and caregiver cancellations to be filled rapidly with minimal back office effort
  • Map and directions to client’s home

Learn More

Electronic Visit Verification

Electronic time tracking and much more

  • Electronic time tracking system automatically calculates how long a caregiver worked based on clock-in and clock-out times
  • SMS and Email Alerts automatically sent to caregiver and office staff when caregiver fails to show up on time
  • Telephony prompts allows caregiver to log expenses and mileage associated with a shift, care plan tasks performed for the client, and leave messages for office staff
  • Office staff can use telephony to leave messages for givers
  • Tightly integrated with scheduling, billing and payroll makes the process of calculating client billing and caregiver payroll accurate and efficient

Learn More

Caregiver Portal

Easy online access gives caregivers access to important information

  • Review schedules and client service plans
  • View pending responses to open shifts offers
  • View training reports
  • Access Telephony ID and expense codes
  • Gateway to the CareSmartz360’s Learning Management System

Learn More

Integrated Email & Messages

The most efficient way to communicate with caregivers

  • Email, text messages, caregivers automatic shift reminders and reduce the number of no-shows
  • Send email and bulk text messages to caregivers to quickly fill open shifts or caregiver cancellations
  • Reduces the amount of agency back office support

Learn More

Caregiver and Staff Training

Well trained caregivers and staff provide a higher quality of care to clients

  • Complete Learning Management System
  • Available online 24/7
  • Assign caregivers and staff online courses
  • Courses assigned and course status are tracked and stored in the caregiver’s/staff member’s HR record
  • Comprehensive reporting

Learn More

Client Management

Streamline client management with fast and easy access to all information

  • From one screen instant access to a client’s complete record including contact history, lead source, payer information, client bill rates, caregiver skills and requirements, caregiver compatibility and recommendations, assessments and service plans
  • Manage client/caregiver specific bill and pay rates
  • Create a quick schedule directly from a client’s record

Learn More

Digital Library

Ensure everyone in your agency is using the same version of documents, forms, and images

  • Have a centralized location for organizing, storing and retrieving frequently used documents, forms and images
  • Create an unlimited number of functional areas and folders
  • When a library item becomes out-of-date, archive it and add the updated version

Learn More

Client Assessment and Care Plan

No more paper-based assessments and care plans!

  • Automatically calculates required level of care
  • Automatically generates client’s service plan
  • Variance report to quickly view changes between last assessment and current assessment
  • Complete assessments online or offline in client’s home using a laptop or mobile device
  • Assessments completed while offline automatically sync with client’s record when internet connection is established

Learn More

Caregiver Management

Streamline client management with fast and easy access to all information

  • From one screen instant access to a caregiver’s complete record including availability, schedules, pending responses to open shifts, skills and requirements, and client compatibility rating
  • Caregiver management provides important HR details such as contact history, training reports, compliance tracking, hire history, pay rates, personal details, and emergency contact information
  • Create a quick schedule directly from the caregiver’s record

Learn More

Mobile App

CareSmartz360’s mobile application is perfect for employees and staff who spend much of their time in the field. The mobile app is role and permission based. Following login, users are redirected to the landing page corresponding to their user role where they can access information based on the privileges assigned to their role. Information accessible from the mobile app based on a user’s role can include any or all of the following:

  • Have a centralized location for organizing, storing and retrieving frequently used documents, forms and images
  • Scheduling calendar
  • Caregiver list and caregiver details
  • Client list and client details
  • Client and referral source lead management
  • Telephony
  • Service plans including problems, goals and interventions
  • Caregiver schedules and a summary of hours worked filtered by a date range
  • Push notifications can also be configured in the mobile app

Learn More

Human Resources

Streamline staff management and time consuming HR related activities

  • From one screen instant access to a staff member’s complete record including contact history, training reports, hire history, pay rates, personal details and emergency contact information
  • Create office schedules for staff to automate payroll calculations and processing

Learn More


Most comprehensive reporting in the industry!

  • Scheduling
  • Client Management
  • Caregiver Management
  • Finance & Accounting
  • Marketing
  • HR & Training

Learn More

Payer Management

Save time and redundancy by not having to add identical payer information over and over again

  • Add commonly used payers such as hospitals, insurance companies, Medicare, and Medicaid
  • When adding a payer to a client’s record, begin by searching the list of current payers
  • Select a current payer or add a new payer
  • Payer information automatically populates in the client’s record

Learn More

Client & Family Portal

Caresmartz360 provides a dedicated portal that allows client and family members to gain access to information about schedules, invoices and announcements published by your home care agency. The portal also allows them to contact you and provide feedback relating to their Caregiver visits. This portal is built on the idea that information should be transparent and easily available to your clients.

Learn More

Client & Payer Registers

A comprehensive financial view of client’s and payer’s account details

  • Client Account Register – comprehensive account details including posted and non-posted payments, total and applied deposits, credits and adjustments, refunds, and balance
  • Client Payment Register – apply payments, deposits, credits and adjustments, and refunds against a client’s invoices
  • Payer Payment Register – apply payments against payer’s invoices

Learn More


A feature-rich billing solution to get you paid faster

  • Streamline billing for enhanced efficiency
  • Process billing with accuracy in minutes
  • One click “Batch Billing” capability for easy invoicing
  • Automated and convenient invoicing
  • Easier payment collection
  • Multiple actions with invoices to help you keep track
  • Export your invoices to QuickBooks easily
  • Adjust the invoice, provide discounts, and get total control

Learn More


Calculate and process employee payroll automatically.

  • Automated payroll processing
  • Save Payrolls as Drafts and return to it later
  • Export Payroll to QuickBooks or as an ADP or CSV file
  • No more looking up rates for employees and laborious pay processing
  • Process payrolls in a batch filtered by employee type, date range, services, etc.
  • Calculate caregiver payroll based on approved schedules, expenses, and caregiver/client pay rates

Learn More

New to CareSmartz360?

Find out how it works

Latest in Home Care Technology

Subscribe to our newsletter for the latest in Home Care