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Client management

Care details, communications, and payer management - all in one place.

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Client care reimagined

CareSmartz360 is your home care agency’s command center for exceptional care.

Software for Home Care Client Management - CareSmartz360

Manage clients better

Access all the details in one place.

Our home care management software integrates every essential detail about your clients so you can make informed, faster choices about caregiver selection, experience faster payments, and provide better care.

The software captures and displays crucial information, including — client details, schedules, care details and plans, outstanding amounts, communication records, and more.

Software for HomeCare Client Management - CareSmartz360

Comprehensive client assessments

Provide clients with the best caregiver support.

CareSmartz360 captures all necessary client assessment details, highlighting the client's current condition & care needs, including daily tasks, medications, and mobility concerns. This comprehensive assessment is available to caregivers on mobile devices, ensuring they deliver the best care.

Result: delighted clients, enhanced reputation, and business growth.

Home Care Multi-payer management - CareSmartz360

Multi-payer management

Conveniently arrange payments from multiple sources

A single client can have many payers, such as various insurance companies and family members. The 'payer' screen allows you to split payments among these payers as needed, specifying the amount each will pay.

Home Care Client Tasks and communication Management - CareSmartz360

Tasks and communication

Manage tasks, track vitals, and facilitate communication.

Within the client profile, agency users can efficiently track & manage tasks, including following up on missed payments, conducting client satisfaction checks, and completing state-mandated reassessments. Administrators can assign tasks & communications to any agency user, ensuring visibility on their calendar and dashboard.

Have a question?

The CareSmartz360 home care management software lets you track potential clients who have a strong chance of signing on. Their referral source, and inquiry date are saved, so you can follow up on the leads. All the details that you add in the profile will transfer over when the prospect signs on to be your client.

Yes, just click on the Schedules link. You can click on a blank date in the calendar to add a new schedule. To edit a schedule, you can click on an existing schedule and revise it.

The compatibility tab lists all your caregivers, and you can assign a compatibility, like Preferred or Not Preferred. You can also see, at a glance, which caregivers have cared for the client and how many hours they have spent together.

While creating / modifying a schedule, if you select ‘Show Recommended Caregivers’ checkbox, the system will show a list of caregivers who are suitable for the job based on the attribute matching, distance from the client, skills, restrictions of client etc.

The Outstanding Invoices tab will display all invoices that are due.
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Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.

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