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Home care software for private duty
and independent agencies

Designed by home care industry experts and private duty home care agencies, CareSmartz360 is transforming the home care software industry.

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Key benefits

Go beyond features and experience disruption-free operations with CareSmartz360, the award-winning all-in-one solution for home care agencies.

Open APIs & integrations

Our software is equipped with multiple APIs & integrates top-of-the-line tools & vendors to run a home care agency.

24/7 software uptime

Uninterrupted operations are a guarantee with CareSmartz360. Experience zero downtime,
at all times.

360° data security

Our 360° approach to security safeguards your data against unauthorized access, breaches, and other security threats.

Features that help you scale

Our intuitive platform simplifies collaboration for all home care stakeholders as they get one-stop access to the right tools, right away.

Home Care Agency Management Software

Scheduling

Simpler, faster, and more accurate scheduling.

  • View schedules in multiple ways on the calendar, color-code shifts, and filter by client or caregiver.
  • Drag & drop to schedule, set recurring shifts, and quickly fill open slots.
  • Schedule by client and/or caregiver.
  • Get directions to clients' homes, notify caregivers of open/canceled shifts, and schedule ad-hoc shifts.
  • Print daily, weekly, and monthly schedules for on-the-go reference.
  • Manage caregiver availability and ensure clients are always covered.
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Home Care Business Management Software - CareSmartz360

Electronic visit verification

Electronic time tracking and much more.

  • Automatically calculate caregiver work hours based on clock-in and clock-out times.
  • Monitor the real-time location of caregivers during their shifts through the EVV system.
  • SMS and Email Alerts are automatically sent to the caregiver and office staff when the caregiver fails to show up on time.
  • Enable caregivers to log expenses, mileage, and care plan tasks associated with a shift using telephony prompts.
  • Enable bi-directional messaging between office staff and caregivers using telephony.
  • Tight integration with scheduling, billing, and payroll processes ensures accurate and efficient calculations for client billing and caregiver payroll.
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Agency App - Private Duty Home Care Software

Agency app

Our Agency mobile application aims to empower office staff and facilitate home care agencies to manage their business on the go.

  • Gain control of operations, organize tasks on-the-go, and simplify caregiver coordination.
  • Chat with support, send messages, and track caregiver locations for smooth interaction.
  • Access and manage schedules anytime with integrated EVV functionality.
  • Simplify scheduling, communication, and tracking - all in one place.
  • Connect with caregivers via various channels for seamless interaction.
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Custom Forms - Home Care Client Management Software

Custom forms

Need a specialized tool that gets rid of paper and tailors everything just the way your business requires? Take a deep breath and focus on the big picture while CareSmartz360 Custom Forms handles it all for you.

  • HIPAA compliant forms.
  • Customize your forms.
  • Drag, drop, and design.
  • Set-up access permissions.
  • Fully integrated.
  • Save data from past assessments.
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Home Care Staff Management Software - CareSmartz360

Caregiver portal

Easy online access gives caregivers access to important information.

  • Review schedules and client service plans.
  • View pending responses to open shifts offers.
  • View training reports.
  • Access Telephony ID and expense codes.
  • Gateway to the CareSmartz360's Learning Management System.
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Caregiver Management - Private Duty Home Care Software

Caregiver management

Streamline caregiver management with fast and easy access to all information.

  • From one screen instant access to a caregiver's complete record including availability, schedules, pending responses to open shifts, skills and requirements, and client compatibility rating.
  • Caregiver management provides important HR details such as contact history, training reports, compliance tracking, hire history, pay rates, personal details, and emergency contact information.
  • Create a quick schedule directly from the caregiver's record.
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HomeCare Business Management Software - CareSmartz360

Caregiver app

CareSmartz360 empowers caregivers on-the-go with a secure mobile app offering role-specific features and real-time access to relevant information.

  • Centralize documents, schedules, client details & facilitate communication in multiple languages.
  • Access client care plans, track shifts & hours, and receive push notifications for updates.
  • Create ad-hoc schedules, utilize Offline Mode, and manage tasks & statuses for informed care delivery.
  • Access a COVID-19 pre-screening module and enable GPS for clock-in/out and telephony features for improved efficiency.
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Private Duty Home Care Software - CareSmartz360

Reports

Most comprehensive reporting in the industry!

  • Scheduling
  • Client management
  • Caregiver management
  • Finance & accounting
  • Marketing
  • HR & training
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Billing and Invoicing Home Care Software for Private Duty Agencies - CareSmartz360

Billing

A feature-rich billing solution to get you paid faster.

  • Effortless invoicing with smart filtering.
  • Streamline invoicing with PDFs, QuickBooks export & auto-notifications.
  • Refine your invoice search with advanced filters including invoice number, service date range, etc.
  • Edit, discount, email invoices & save time with one platform.
  • Easier payment collection.
  • Multiple actions with invoices to help you keep track.
  • 1-click Celero credit cards for payments & reconciliation.
  • Streamline claims, capture data, simplify billing, and boost revenue.
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Home Care Payroll Software for Private Duty Agencies - CareSmartz360

Payroll

Reap the benefits of effortless, error-free payroll with automation & accuracy.

  • Powerful payroll filters for location, type, status, date, approvals & auto-calculations.
  • Automated payroll across locations with pre-defined rates & worked hours.
  • Review, edit & recalculate payroll for complete multi-location accuracy.
  • Save & resume payrolls for later finalization.
  • Seamless payroll export to QuickBooks, ADP, Paychex, Gusto & Viventium (CSV/Excel for others).
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Payers Management - Private Duty Software for Home Care Management

Client management

Streamline client management with fast and easy access to all information.

  • From one screen instant access to a client's complete record including contact history, lead source, payer information, client bill rates, caregiver skills and requirements, caregiver compatibility and recommendations, assessments and service plans.
  • Manage client/caregiver specific bill and pay rates.
  • Create a quick schedule directly from a client's record.
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Caregiver Portal - Homecare Client Management Solution

Client & family portal

CareSmartz360 offers a dedicated Client & Family Portal with an adaptive design, ensuring a seamless user experience on mobile and tablet devices.

  • View schedules in multiple ways on the calendar, color-code shifts, and filter by client or caregiver.
  • Drag & drop to schedule, set recurring shifts, and quickly fill open slots.
  • Schedule by client and/or caregiver.
  • Get directions to clients' homes, notify caregivers of open/canceled shifts, and schedule ad-hoc shifts.
  • Print daily, weekly, and monthly schedules for on-the-go reference.
  • Manage caregiver availability and ensure clients are always covered.
Learn More
Home Care Management Software - CareSmartz360

Caregiver training

Well trained caregivers and staff provide a higher quality of care to clients.

  • Train caregivers (on infection control, safety, leadership etc.) with anytime access to learning materials.
  • Upload custom caregiver training for your clients' needs.
  • Track caregiver training progress with comprehensive reports.
  • Assign caregivers and staff online courses.
  • Caregivers can access training on any device.
  • Equip them to serve clients nationwide with pre-built courses on Alzheimer's, behavioral health, etc.
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HomeCare Business Management Software - CareSmartz360

Client assessment and care plan

No more paper-based assessments and care plans!

  • Automatically calculates required level of care.
  • Automatically generates client's service plan.
  • Variance report to quickly view changes between last assessment and current assessment.
  • Complete assessments online or offline in client's home using a laptop or mobile device.
  • Assessments completed while offline automatically sync with client's record when internet connection is established.
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Caregiver Portal - Home Care Agency Management Software

Client & payer registers

A comprehensive financial view of client’s and payer’s account details.

  • Client Account Register - comprehensive account details including posted and non-posted payments, total and applied deposits, credits and adjustments, refunds, and balance.
  • Client Payment Register - apply payments, deposits, credits and adjustments, and refunds against a client's invoices.
  • Payer Payment Register - apply payments against payer's invoices.
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Private Duty Homecare Scheduling Software - CareSmartz360

Payer management

Save time and redundancy by not having to add identical payer information over and over again.

  • Add commonly used payers such as hospitals, insurance companies, Medicare, and Medicaid.
  • When adding a payer to a client's record, begin by searching the list of current payers.
  • Select a current payer or add a new payer.
  • Payer information automatically populates in the client's record.
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HR Management - Home Care Business Software

HR

Streamline staff management and time consuming HR related activities.

  • From one screen instant access to a staff member's complete record including contact history, training reports, hire history, pay rates, personal details and emergency contact information.
  • Create office schedules for staff to automate payroll calculations and processing.
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Email & Messages - Home Care Agency Management Software

Email & messages

The most efficient way to communicate with caregivers.

  • Email, text messages, caregivers automatic shift reminders and reduce the number of no-shows.
  • Send email and bulk text messages to caregivers to quickly fill open shifts or caregiver cancellations.
  • Reduces the amount of agency back office support.
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Digital Library- Private Duty Software for Home Care Agencies

Digital library

Ensure everyone in your agency is using the same version of documents, forms, and images.

  • Have a centralized location for organizing, storing and retrieving frequently used documents, forms and images.
  • Create an unlimited number of functional areas and folders.
  • When a library item becomes out-of-date, archive it and add the updated version.
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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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