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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AgencyOrganizer stands out by offering a blend of integrated features and functionalities that surpass expectations through cost efficiency, robust security, and extensive customizability across various operational domains. Its capabilities extend from seamless data integration to innovative Agency Management strategies, which support agencies in becoming more organized and achieving greater profitability and market presence. The platform ensures that all documents related to user cases and associates are stored securely, encompassing everything from emails to scanned files, thus eliminating the clutter and risks associated with physical document storage. Beyond document management, AgencyOrganizer also records essential information such as notes, phone calls, and appointments, enhancing overall productivity. Additionally, its built-in calendar and task tracking tools further streamline time management, allowing users to optimize their schedules effectively. With AgencyOrganizer, agencies can experience a comprehensive solution that not only meets their operational needs but also drives growth and efficiency in an increasingly competitive landscape.

Description

CareSmartz360 is an all-in-one, AI-powered home care management and electronic visit verification platform built to support large and enterprise home care agencies operating at scale. The platform enables enterprise agencies, franchisors, and staffing providers to manage end-to-end operations with greater visibility, consistency, and centralized control. CareSmartz360 centralizes core functions such as automated scheduling, EVV, multi-payer billing, payroll, custom forms, care plans, reporting, caregiver training and retention, and point-of-care documentation within a single system. Designed for high-volume environments, the platform helps agencies standardize workflows, maintain compliance, and manage complex payer and workforce requirements efficiently. Agencies can manage caregiver visits across branches, stay informed of clock-ins and late shifts through real-time alerts, and track caregiver locations during visits to support accountability and service accuracy. Caregivers can also create ad hoc schedules in the field while maintaining operational oversight. The platform’s intuitive interface includes a dedicated GPS-enabled caregiver mobile app for real-time clock-in/out, visit documentation, and secure communication, along with an agency mobile app that provides leadership teams with on-the-go access to schedules, alerts, and operational dashboards. CareSmartz360 is recognized for its award-winning customer support, structured onboarding, and advanced data migration services, helping enterprise agencies transition smoothly with minimal disruption. Integrations with leading industry partners further extend functionality and support scalable growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

$20 per month
Free Trial
Free Version

Pricing Details

$10
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgencyOrganizer

Website

www.agencyorganizer.com

Vendor Details

Company Name

Caresmartz, Inc.

Founded

2016

Country

United States

Website

www.caresmartz360.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Home Care

Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification

Alternatives

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