New Features and Updates
Following are the changes in this release:
There will be an update to the Caregiver mobile app with this release via code push Version 2.42 with code push version 1.0 will be applicable and Agency Mobile App iOS & Android will be released via code push version 2.10(Code push – 1.0)
The minimum operating system requirements are “Lollipop” for Android and v11.0 for Apple devices.
CareSmartz360 has partnered with Checkr to conduct background checks seamlessly. A new link titled “Background Verification” has been added to the Admin Settings under the configuration section.
Clicking on the “Background Verification” link displays the following screen to the users.
Upon clicking the button, the user will be directed to the Checkr sign-up/sign-in screen in a separate pop-up window.
If the agency already has a Checkr account, then they need to choose “Sign In” to link it with CareSmartz360. If they are new to Checkr, then they need to complete the required fields, click “Sign Up” to create a Checkr account.
Next, the agency is required to input their payment details, i.e either credit card or bank information. Invoices for background checks will be issued directly by Checkr, not by CareSmartz360.
Choose “Finish Sign Up” to submit your account for review by Checkr. After the credentialing process is finished, both CareSmartz360 and the agency will be notified to start syncing background check data using the CareSmartz360 platform.
Once connected to Checkr, then agency would be required to go back to CareSmartz360 and click on “Refresh” . On click of the refresh button the below screen would be displayed to the users.
If the agency has registered for a new Checkr account, it’ll notice that the account is linked but not yet authorized. Please note that the credentialing process may take 24-48 hours. The agency would be notified once it’s complete.
Once the agency is connected and authorized, it must ensure it grants privileges to the specific role(s) under role management to enable the user(s) to access and initiate background checks.
Once the CareSmartz360 and Checkr accounts are linked and credentialed, the agency needs to find the profile of the caregiver for whom they wish to run a background check.
In the caregiver’s profile a Background Check tab has been added.
The tab leads to the “Background Check” screen for the caregiver.
On the Background Check screen, the agency needs to click “Order Background Check”, then needs fill out the “Invite Candidate” form with the package details, email, and phone number. Once done, click “Submit”.
Once the background check is initiated, the status will be updated to “invitation sent”. From this screen, you can track the background check status for the caregiver. Also, on the Background Check screen, you can view the Background History, which provides details of all background checks conducted on the caregiver.
Once the report status changes to Complete, the agency needs to click on the timestamp hyperlink and then it would be redirected to their Checkr Dashboard to review the complete report.
If the agency disables the instance in the Checkr Dashboard, the integration with CareSmartz360 will also be disconnected.
This feature allows you to sync your visits and meetings directly to your Google Calendar, providing a convenient way to keep track of your schedules.
To enable Google Calendar Sync, simply toggle the feature “on” from your calendar screen. You’ll be prompted to sign in to your Google account, where you can choose which account to sync with.
Once activated, your visits and meetings will be synced for 60 days, starting from the date you enable the feature.
For Clients, access the Client Portal and navigate to the schedules screen to enable Google Calendar Sync.
Caregivers can do the same from the Caregiver Portal or App by navigating to their calendar screen.
The Staff users can enable the feature from the Agency Portal by going into their profile and turning the toggle on. Simply log in, navigate to your calendar screen, and toggle the sync option to on. You’ll then be prompted to sign into your Google account to complete the setup.
Please note that sign-in with a Google account is required to use this feature. You can also view the connected Google account and manage the synced from your calendar screen, including the option to turn off syncing at any time.
Note: Please note that you can only turn the sync on for your CareSmartz360 account to maintain the user’s privacy.
On the SMS Logs widget of the Dashboard, a yellow dot is visibly displayed next to ‘Name’ column if the that particular SMS is ‘Unread’ by the user. The ‘yellow dot’ is displayed for agency users to easily notice it beside ‘Unread’ messages in the SMS Logs widget. When a user clicks on a message, causing the Message pop-up to open, the system automatically updates the message status to ‘Read,’ and the yellow dot will immediately disappear for that specific message.
User(s) will be able to export the Global Communication Log based on their filters applied by the user. They will be able to download an excel file with the required data.
User(s) will have the ability to generate DMAS 98 form individually at each client level. A new tab has been introduced at the client profile in the name of DMAS where in the dropdown the user will be able to select the DMAS 98 form section. Upon selection, all the relevant sections will be populated for the users to enter the details & then hit Save. Once the information is saved, the user will then be a Generate DMAS 98 button where in upon clicking, the user would be able to view the PDF & download the same in state mandated format.
Also, the required information already populated under the main tab for client’s profile shall be auto populated on the DMAS form window so that the user does not have to enter the same information twice.
User(s) will have the ability to generate DMAS 225 form individually at each client level. A new tab has been introduced at the client profile in the name of DMAS where in the dropdown the user will be able to select the DMAS 225 form section. Upon selection, all the relevant sections will be populated for the users to enter the details & then hit Save.
Once the information is saved, the user will then be a Generate DMAS 225 button where in upon clicking, the user would be able to view the PDF & download the same in state mandated format.
Also, the required information already populated under the main tab for client’s profile shall be auto populated on the DMAS form window so that the user does not have to enter the same information twice.
Agency app Users will now be able to rate the app, With this feature, on the 20th schedule update on the app, system will show a pop-up that says. Rate now or Later.
On click of “Rate Now”, user will be redirected to the app stores to share their rating about the app & once the rating has been given, app will not ask the user again for next 6 months.
On click of ” Later”, the counter will reset & then again on the 20th schedule update, rate now pop-up will appear for the user.
Following status filters have been added on the EVV Audit Report so that user can filter client/ caregiver/payer via status as well in case required.
Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.
AI Hub