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Morning Glory Home Care goes paperless, improves operations with CareSmartz360

99%

Processes now paperless

2x

Improvement in caregiver efficiency

2x

Revenue growth

Introduction

Juli Wall, owner of Morning Glory Home Care, faced inefficient paper-based processes, consuming time and prone to errors. She struggled to manage client and caregiver information, leading to inefficiencies and mistakes.

Juli sought an all-in-one solution to streamline operations, improve communication, and enhance the quality of care. She needed a system that would allow caregivers to leave notes for families, simplify billing and payroll, and provide easy access to client information.

With CareSmartz360, Juli was able to transition to a paperless process, consolidating functions for clients and caregivers in one intuitive platform. The ability for caregivers to leave notes for families was a key feature that improved communication and care coordination.

By providing an all-in-one tool for organization, billing, payroll, and care planning, CareSmartz360 significantly increased Juli’s team’s efficiency in day-to-day operations.

“It’s an all-in-one tool, whether it’s your caregivers clocking in and clocking out, your billing, payroll, or creating care plans. The flexibility to create your own form is really outstanding.”

Juli Wall

Owner, Morning Glory Home Care


Challenges faced

Morning Glory Home Care struggled with time-consuming, error-prone paper-based processes, hindering its efficiency and quality of care.

Manual processes led to information silos, making it difficult to access accurate data, resulting in wasted time, reduced productivity, and errors that impacted client care and satisfaction.

Further, Juli faced a lack of centralized system, making it difficult for caregivers to share updates with families, and for her to manage billing and payroll.

Besides, the agency grappled with managing client and caregiver data, including care plans, schedules, and medical records. All of this made it difficult to efficiently coordinate care and communication, and make decisions.

There were communication gaps, administrative burdens, and errors in data, hindering the agency’s ability to provide quality care services.

How our all-in-one solution helped

CareSmartz360 helped Morning Glory go paperless, streamlining billing and payments to reduce errors and ensure timely reimbursement, while also providing secure communication tools for seamless collaboration.

Paperless process

The digital platform allowed caregivers to access client information, leave notes, and upload and sign documents online, on-the-go. This reduced clutter and increased operational efficiency.

Effective communication

CareSmartz360’s secure messaging and portal enabled seamless collaboration, automated notifications, and real-time access to caregiver notes and client information, keeping families informed.

Accurate billing and payroll

The system integrates with five platforms for seamless payroll processing and generates accurate invoices and claims, minimizing the risk of billing errors and ensuring timely reimbursement.

Morning Glory’s billing process

Using CareSmartz360, the agency can now automate the billing process by generating invoices from caregiver time tracking data,
customizing billing rules, and electronically submitting claims to payers.

How they’re doing today

By automating manual processes, eliminating paperwork, and centralizing data, CareSmartz360 streamlined 90% of operations, allowing Juli’s team to focus on high-value tasks, increasing efficiency and productivity.

CareSmartz360’s caregiver and agency mobile app and digital tools allowed caregivers to quickly and easily document care, reducing administrative tasks and freeing up as much as 5X caregiver time for direct elderly care.

The platform’s automated workflows, scheduling, and billing features significantly reduced the administrative burden by 40%, allowing them to focus on growth and quality improvement.


Why they love CareSmartz360

“Very user-friendly and great customer service.They have customized many different reportsand features to fit our business model. We had used a previous software before andswitching to CareSmartz360 was a breathof fresh air.”

Morning Glory Home Care

Juli Wall

We've just scratched the surface

Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.

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