Once upon a time in the land of home care, the mighty team at CareSmartz360 embarked on an ambitious mission: to craft the ultimate home care software that could serve agencies like a trusty partner.
But this wasn’t just any software. Oh no, this was a software destined to evolve, to learn, and to become more intuitive with every passing month. How? Well, here’s where you, our incredible users, come in: your feedback.
You’ve been dropping suggestions, ideas, and a few wishlists for us throughout the year. And we listened. Oh, how we listened! With every tip, trick, and nudge you gave us, we shaped the updates, enhancing CareSmartz360 so it could serve your agencies even better.
From smoother workflows to slicker features, we’ve been busy tweaking and adding more value to your software experience.
Because of you, our homecare management software isn’t just a product—it’s a partnership. Each update is a little thank-you note, wrapped in a brand-new feature. And believe us, we’re not done!
In this blog, we’re unveiling the product updates of the year—because every new feature is one step closer to making your job easier, your agency stronger, and your clients happier.
So grab your favorite beverage, settle in, and get ready for a tour of CareSmartz360’s upgrades that make life in home care a whole lot simpler! Ready? Let’s go!
In a world where delivering the best care is no small feat, CareSmartz360 has embarked on a daring mission: to equip home care agencies like yours with everything you need to rise above challenges, exceed expectations, and transform caregiving.
What drives us? The knowledge that care isn’t just a job—it’s a calling. And those on the frontlines deserve solutions as unwavering as their commitment.
Caregiver running late? No biggie! With just a few clicks, agencies can tweak start and end times for all upcoming schedules like clockwork. Need to roll the day back a bit? Just toss in a negative parameter, and voilà—problem solved! Smooth, seamless, and totally stress-free!
Time zones got you tangled? No worries! Agencies can now access the Global Schedule Calendar in the client’s time zone, making it a breeze to juggle schedules across multiple zones. Say goodbye to scheduling headaches and mix-ups for home care billers—plus, work hours are tracked in the client’s local time. Easy peasy!
Ready to own your schedule? Export it as an.ics file and drop it into Google Calendar, Outlook, or whatever calendar app you adore. Whether you’re a client, caregiver, or staff, this feature’s got your back—schedule savvy made easy!
Say hello to hassle-free reminders! With the Google Calendar feature switched on, all your shifts and events will magically sync across the platform.
Now, caregivers, clients, and staff get handy Google Calendar reminders via our home care scheduling software for every visit and meeting—because who doesn’t love a little nudge?
Managing caregivers and clients is like orchestrating a symphony—every note must align to create a well-functioning home care agency. But for many providers, it’s more like playing a never-ending game of Tic-tac-toe, full of missed matches, unpredictable turnover, and the ever-present challenge of matching the right caregiver with the right client.
With caregiver shortages and mismatches always in play, staying on your toes is a must. Here’s what we have in store:
The care plans of on-hold clients may hit pause, but their story isn’t over. Now, with the Restore Date feature, you can add a springboard to their comeback. In this way, with our homecare client management software, your client is seamlessly reintegrated into your care plans, no fuss, no stress.
But wait—there’s more. Imagine this: a caregiver finishes their shift, but the client or family member isn’t around to sign off. Panic? Never. With CareSmartz360, caregivers can now apply a previously saved client signature during clock-out. This way, everything stays compliant and professional, even when in-person signatures aren’t an option.
Got more to say? We’ve expanded the note section to 8000 characters for clock-in/clock-out. This is available on both the agency portal and app.
Got more to say? Say no more. We’ve expanded the note section for clock-in and clock-out to a whopping 8000 characters. Whether it’s a detailed client update, an inspiring caregiver anecdote, or the world’s most elaborate grocery list, there’s room for it all.
Available on both the agency portal and app, this upgrade ensures no thought or detail is left unsaid.
Then there’s the audio-friendly goodness! Need to download client audio files from care history reports? Done and done. With just a few clicks, you can access these files for better record-keeping and seamless communication.
Managing ad-hoc schedules just got smarter with auto-filled client addresses, duration settings, default reasons, and timely notifications. Bulk approve shifts, see clock-in/out locations on a map, and track authorizations effortlessly with new filters and views.
Managing client signatures and audio recordings at clock-out just got a whole lot easier! Now, with a simple flick of the switch in your settings, you can turn them on or off.
Picture this: It’s the end of a long day, and your caregivers are wrapping up a shift, only to realize they forgot to clock in or out earlier. Don’t panic! With our caregiver scheduling software’s new feature, they can now retroactively clock in or out for past shifts—straight from the mobile app or portal.
There’s just one catch: to activate this functionality, they must be at the client’s location. You can enable this nifty feature in your office settings, giving your team the flexibility they need while keeping things nice and neat on your end.
Agencies can now download APS-compatible CSV files in a snap from our home care payroll software—no more mapping caregiver data from every corner of the Caregiver Profile. Plus, caregivers can easily add meeting expenses, and agencies can mark them as non-payable when needed.
Breeze through holiday payroll with zero confusion! Now, you can easily view Holiday Details in the Print and Export spreadsheets—giving you a clear snapshot of caregiver payments during the holiday season. No more payroll segmentation headaches!
Plus, our finalized payroll and invoice screens now feature handy checkboxes for Overtime (OT) and Holiday hours, so everything’s checked off and crystal clear.
Caregivers will now get a friendly email nudge if they miss a clock-out—because timely clocking out means payroll magic! Plus, we’re adding an extra layer of safety by stopping caregivers from clocking in if they’ve given any “uh-oh” pre-screening answers.
It’s all about keeping things on track and ensuring smooth, secure care—no hiccups allowed!
Also, for the agency owners, a widget will pop up on the dashboard, showing schedules with multiple clock-in/clock-out attempts by caregivers. Red or yellow markers will highlight how big the issue is. Get alerts (email or SMS) when two or more attempts occur.
Ready to take your agency’s efficiency to the next level? With the latest updates, managing caregiver performance, payroll, and schedules has never been easier. From the new “Caregiver Status” filter to customize your reports, to improved time tracking and payment clarity, these tools are designed to streamline your workflow.
Ever feel like hunting down missed clock-ins and outs is like playing detective? Well, we’ve got a new tool to make your sleuthing a breeze! Introducing the “Caregiver Status” filter in the Missed Clock In/Out Report within our home care reporting software.
Now you can zero in on exactly what you need, filtering reports by caregiver status. Active caregivers? Check. On-leave caregivers? Got it. Retired-but-still-in-the-system caregivers? Yup, those too!
Timecard Report by Job | Caregiver Weekly Hours Report |
|---|---|
| With approved schedules in hand, you’ll now get accurate timesheets that perfectly match the total hours worked by caregivers. | Get the lowdown on accurate timesheets—weekly totals of the actual hours worked by caregivers. |
Weekly Schedules Report | Actual vs. Scheduled Report |
| Now you can see timesheets that lay out caregiver schedules for every weekday, complete with total scheduled hours. | It shows the difference between actual work done and the work hours scheduled. |
Clocking out just got a signature makeover! With our new feature, agencies can set signature requirements for caregivers, adding a touch of personalization and extra accountability to the process.
Need signatures for every shift? Done. Only for specific clients? Easy peasy. Want to skip it altogether? You’ve got it! The power’s in your hands to customize clock-out procedures exactly how your agency operates.
Time to age your invoices with style! The “Invoice Aging” report in our home care reporting system now comes with a Payer Type filter. Choose a specific payer type (or all of them!) to narrow down the report, and you get the full picture right away. Use Select All or Multi-select to fine-tune what you see. This makes tracking overdue payments as easy as pie!
The Care History Report is now the Care History/Log Report, with the last two columns clearly marked as Care History and Log History. Want details? You’ve got options!
View them in a pop-up or download them for later. It’s all about making your schedule info super easy to access—view it or save it, your choice!
With the recent updates, CareSmartz360 tackles the headaches of tracking caregiver performance, managing payroll, and gathering feedback. From real-time monitoring to automated payroll processing, it smooths out the wrinkles in documentation, timekeeping, and compliance.
Plus, with integrated communication tools, feedback flows easily, leaving no concerns behind! Whether you’re a small agency or growing fast, we’ve got your back, making management easier, faster, and way more efficient:
Introducing CareSmartz360 + Activated Insights = The ultimate power duo! With these insights in your toolkit, you can fine-tune your caregiver strategy and level up the care you provide. Talk about supercharging your agency with some serious smarts.
With just one click, sync all your client and staff data to Activated Insights—saving you heaps of time! Ready for more? Our caregiver management software’s easy-access surveys make it a breeze for caregivers to share feedback, giving you richer, more reliable data to make smarter decisions.
With these insights, you can quickly boost care quality, tackle issues head-on, and customize training to meet both caregiver and client needs. It’s a win-win for better agency performance and happier clients!
CareSmartz360 has also teamed up with Checkr, the AI-powered background check pro! Now, no need to juggle multiple tools—background verification just got seamless. Also, avoid duplicate data entry and enable quicker hiring decisions, crucial in today’s competitive market.
Need to crunch those numbers faster? With CareSmartz360, you can now select multiple offices at once and quickly calculate the average weekly hours across them all. No more switching between offices or endless spreadsheets. Just a few clicks, and voilà—your data is ready in a flash!
Got thoughts on our app? We’re all ears! With our shiny new home care agency app Rating Feature, you can rate our app and drop us a review, no problem! Whether you like it or have a brilliant idea to make it even better, your feedback is the magic ingredient that helps us tweak and tune things to meet your agency’s needs.
And there you have it, folks—our updates of the year, ready to make your agency’s life easier and more efficient! With every feature, tweak, and bit of feedback from you, CareSmartz360 is becoming a true partner in crime (well, the good kind!).
From handling schedules like a pro to making payroll a breeze, our home care software has got your back. But don’t think we’re done—oh no, we’re just getting started! Keep those suggestions coming, and together, we’ll continue making home care smoother, simpler, and dare we say—fun!
Ready to rock another year of game-changing updates? Let’s roll!
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