#1 Private duty home care software designed for operational excellence

Unify scheduling, multi-payer billing & EVV compliance in one platform built for multi-location operations, payer complexity, and scalable growth.

Book a Demo
Get a personalized demo of home care software
Watch Platform Overview
CareSmartz360 Dashboard Mockup

45+

State EVV Integrations

95%

Client Satisfaction

Trusted by 1000+ agencies across North America

90+ G2 Awards
|
Rated #1 in Ease of Use
|
HIPAA Certified
|
SOC 2
|
Azure Security

Private duty software for growing & enterprise agencies

CareSmartz360 is purpose-built for the operational complexity of private duty home care — from the first client intake to the final reimbursement and every shift in between.

Intelligent Scheduling

Built to manage complex private duty shifts with real-time calendar visibility across clients and caregivers.

  • Skill, availability, and location-based matching
  • Instant open shift alerts
  • Color-coded calendar views
  • Recurring templates for care plans
  • Mobile access for coordinators

Multi-Payer Billing

Manage private pay, Medicaid, VA, and LTCI in one unified workflow, ensuring accurate, compliant revenue management.

  • Automated private pay invoicing
  • EVV-compliant Medicaid billing
  • VA and LTCI authorization tracking
  • Payroll exports with integrations

EVV & Compliance

Built-in EVV aligned with federal mandates and continuously updated state requirements.

  • GPS and telephony-based clock-in
  • Real-time visit monitoring
  • State EVV rule updates
  • HIPAA-compliant storage
  • Audit-ready exports

Client & Family Portal

Provide families transparency into care delivery and communication.

  • Real-time visit updates and care notes
  • Secure two-way messaging
  • Online invoices and billing history
  • Digital care plan access
  • Client satisfaction surveys

Care Plans & Assessments

Flexible digital care planning accessible to caregivers during every visit.

  • Custom assessments and intake forms
  • Digital care plans synced with shifts
  • Medication reminders and tasks
  • Visit note templates
  • Care plan version history

Reporting & BI

Gain real-time operational visibility with powerful reporting tools.

  • Executive dashboards
  • Scheduling insights and metrics
  • Financial reporting by payer
  • Custom KPI tracking
  • Export-ready data for audits

Unified multi-payer billing

Manage Medicaid, VA, LTCI, and private pay billing in one streamlined workflow.

Centralized
Workflow

Private Pay

Automated invoicing, flexible cycles, and AR visibility.

Medicaid (HCBS)

EVV compliance and state-specific billing rules.

Veterans Affairs (VA)

Track authorized services and submit compliant claims.

LTCI

Benefit coordination and long-term claim tracking.

Why private duty agencies choose CareSmartz360

A platform designed specifically for the unique challenges of private care operations.

Built for private duty

Scheduling, billing, and documentation aligned with real private duty operations, supporting high-volume, multi-location environments.

AI embedded in daily operations

Voice Bot workflow and AI-driven caregiver retention insights, reducing manual follow-ups, minimizing no-shows & helping agencies proactively manage workforce stability.

Structured onboarding

End-to-end data migration, system configuration, and role-based training, go live with parallel runs and no operational disruption.

Enterprise-grade security & compliance

SOC 2 Type II, ISO 27001, and HIPAA-compliant infrastructure; meeting Medicaid, VA, and enterprise security standards.

Home care–led support

Real specialists with operational experience - fast, knowledgeable help without automated runarounds.

Open integrations

Native integrations and open APIs connecting payroll, telephony, CRM, and referral systems into one unified ecosystem.

Scheduled
Confirmed
Verified
Completed

Run your operations
with confidence.

From scheduling to billing — every step, automated and reliable.

Book a Personalized Demo

Frequently Asked Questions

Most home care software for private duty agencies works well—until your operations become complex. CareSmartz360 is designed specifically for private duty agencies managing scale, where scheduling, billing, and compliance are tightly connected. It helps you:
  • Run multi-location operations with centralized control
  • Manage Medicaid, VA, LTCI, and private pay in one workflow
  • Stay audit-ready with built-in EVV and authorization tracking
  • Prevent revenue leakage caused by billing errors or missed visits
  • Transition safely with structured onboarding and data migration
It’s not about more features—it’s about reducing operational risk and maintaining control as your agency grows.

Yes. CareSmartz360 includes a powerful multi-payer billing engine, making it a complete private duty home care billing software solution.
It automatically allocates charges across private pay, Medicaid, VA, and LTCI—applying the correct rates, documentation requirements, and submission rules for each payer. This eliminates manual reconciliation and reduces billing errors.

CareSmartz360 follows a structured enterprise onboarding approach designed to reduce operational risk.
This includes:
  • Dedicated implementation team
  • Multi-location configuration
  • Data validation before go-live
  • Parallel runs for scheduling, EVV, and billing
  • Role-based staff training
Most agencies go live in weeks—not months—without disrupting ongoing operations.

We provide advanced data migration support for agencies switching from another private duty software for agencies platform.
This includes:
  • Secure transfer of client, caregiver, scheduling, and billing data
  • Data validation and reconciliation
  • Multi-location migration support
  • Zero data loss approach
A dedicated team ensures a smooth, accurate transition with minimal disruption.

CareSmartz360 is built for multi-location and enterprise private duty agencies.
It provides:
  • Role-based access controls for centralized oversight
  • Location-level reporting with HQ visibility
  • Standardized workflows across branches
  • Centralized billing and compliance governance
This allows leadership to maintain control without slowing down local teams.

CareSmartz360 is designed to protect revenue across the care delivery lifecycle.
It helps agencies:
  • Validate EVV data before billing
  • Track authorizations in real time
  • Detect billing anomalies before submission
  • Ensure payer-specific compliance
This reduces claim denials, missed charges, and delayed reimbursements.

CareSmartz360 is an AI-powered home care software for private duty agencies that supports daily operations.
The AI Hub helps:
  • Recommend optimal caregiver scheduling
  • Predict caregiver retention risks
  • Flag billing anomalies
  • Generate reports using simple queries
This reduces manual work, improves decision-making, and increases operational efficiency.

CareSmartz360 meets enterprise-grade standards, including:
  • HIPAA compliance
  • SOC 2 Type II certification
  • ISO 27001 certification
All data is stored securely with encryption, access controls, and audit logs—meeting Medicaid, VA, and enterprise requirements.

CareSmartz360 connects with payroll, accounting, telephony, and other tools through native integrations and open APIs.
This allows agencies to:
  • Retain systems like QuickBooks, ADP, and Paychex
  • Eliminate manual data entry
  • Build a connected, scalable operational ecosystem

#1 rated home care software heart icon

CareSmartz360: G2 Awards, Top-Rated for Home Care Excellence
90+ G2 Awards

Top-Rated for Home Care Excellence

CareSmartz360: Gartner Awards from Capterra, GetApp, and Software Advice
40+ Gartner Awards

Capterra, GetApp & Software Advice

CareSmartz360 Customer Testimonial
CareSmartz360 Customer Logos
Chris Hampton

COO, Affordable Home Caregivers

video play button
CareSmartz360 recognized as a G2 Momentum Leader for Spring 2026
CareSmartz360 awarded Best Customer Support by Software Advice for 2026
Capterra badge for Best Value in 2026, an award received by CareSmartz360
CareSmartz360 recognized as a Top Performer by SoftwareSuggest for 2026

Grow better with CareSmartz360 today

CareSmartz360 software dashboard interface on a desktop monitor and a mobile app