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Description
The system includes essential documents such as Face Sheets, Admission forms, HIPAA logs, Client notes, user fields, demographics, needs assessments, barriers, sources of income, historical data, program participation, and more. It facilitates the scheduling of appointments, interviews, reviews, events, and manages paperwork requirements, including recurring follow-ups. Integrated calendars spanning day, week, and month allow for the tracking of all practice activities while ensuring HIPAA compliance and security. Users can view information by client, employee, location, or program. Additionally, scheduling can be managed through centralized scheduling or self-scheduling models. The platform allows for the reuse of various templates including Word, Excel, or PDF forms as mandated by regulatory bodies. Utilizing built-in wizards and templates, users can create their own assessments, logs, checklists, and consent forms that support online signatures. Furthermore, the system enables scanning and attachment of all pertinent files, receipts, documents, and images, which can be retrieved and reviewed from secure user folders by client. Personnel management can be handled in the same comprehensive manner, ensuring all essential documentation and scheduling are efficiently organized. This holistic approach streamlines workflows while maintaining compliance and security.
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
Pricing Details
No price information available.
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
AdvanTec
Founded
1998
Country
United States
Website
caregivermanagementsolutions.com
Vendor Details
Company Name
Caresmartz, Inc.
Founded
2016
Country
United States
Website
www.caresmartz360.com
Product Features
Home Care
Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification
Home Health Care
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting
Product Features
Home Care
Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification
