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Comprehensive home care reporting solution

Dot net reporting engine. Custom and prebuilt reports.

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Uncover hidden insights & optimize operations

Collect, view, and analyze important metrics for actionable insights.

Robust Home Care Reporting Software - CareSmartz360

Robust home care reporting

Access advanced features to gain full visibility into every aspect of your agency.

  • Prebuilt reports: Access 100's prebuilt reports for instant data visualization on key areas like clients, caregivers, scheduling, EVV, CRM, and accounting.
  • Dynamic filters: personalize your reporting with powerful filters to explore specific aspects of your data and uncover hidden trends.
  • Granular user access: Control user access levels for different roles within your agency, ensuring data security and privacy.
  • Recent reports: Quick access to frequently used reports through recent reports.
Home Care Custom Reporting Solution - CareSmartz360

Custom reporting solutions

Customize your data, and optimize your insights.

CareSmartz360 offers a variety of pre-made reports, but sometimes, an agency wants to have just the information tailored to their needs. Select different data sets, define field order and headers, and set user-specific permissions. Users can export custom reports in Excel, CSV, or PDF formats for easy sharing and analysis. This level of control ensures you get the exact information you need, tailored to your agency's workflow.

Scheduling & EVV reports - CareSmartz360

Scheduling & EVV reports

Fine-tune your operations for optimal performance.

The Scheduling and EVV reports can help you:

  • Monitor the performance of caregivers.
  • See how many hours caregivers spent on shifts.
  • Monitor time scheduled compared to time delivered.
  • Track check-ins and check-outs of caregivers.
  • Monitor client schedules, open shifts that need to be filled, and more.
Accounting reports - CareSmartz360

Accounting reports

Financial snapshot — track payments, receivables & balances.

  • CareSmartz360 has a comprehensive section for Accounting Reports that can tell you exactly how much revenue you are generating, margins per client, expense details, invoice adjustments, and more.
  • Finance is the lifeblood of any business, and the Accounting Reports let you know just how well you manage your money.

The CareSmartz360 reporting brochure

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Have a question?

Yes, from the Caregiver Reports section, click on Caregiver Pay Rates to see pay rates of Caregivers as per their specified shifts.

Yes, you can customize the look and function of your dashboard by selecting the Widgets you want by clicking on the Widgets button.

Under Scheduling reports, you can click on Caregiver Schedules to see Schedule List by Date to see the schedules of Caregivers, date and status.

Yes, the Accounts Register has an option to filter payments by status: Paid, Not Paid, Partially Paid etc. so you can see with a single click those who haven’t paid their bills.

In CRM Reports, you can click on Referral Source by Date Range to view your referrals by date.

In the Accounting Reports section, click on Detailed Billing Units per Client to get a breakdown of hours billed to a particular client.
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