New Features and Updates
Following are the changes in this release:
Users will have the ability to see the total hours on the master schedule screen. These total hours will be the sum of the totals of all the plans listed on this screen.
The system will now allow user(s) to send notifications on new invoice creation to multiple recipients based on the selection done under office settings -> Billing tab -> Send Auto-Notification on new Invoice creation.
Previously there was a checkbox for the agency to decide if they wish to send an invoice to a payer. From now onward, instead of a checkbox, a drop-down will be shown, along with the ability to multi-select for the following recipient(s)
For agencies operating in the state of Texas, the system will allow user(s) to assign a primary caregiver on the Assessment -> Facesheet tab.
The list of Active caregiver(s) will be shown in the dropdown from where the selection will be made.
A new field is introduced under the Client’s profile -> Main tab titled “Default Service Type.”
User(s) will have the ability to select the default service type that would then be carried forward at the time of creating the schedule for that particular client. The value for service type would appear as selected under the service type drop-down on the create schedule window.
User(s) will now be able to see one more column on the View/Drafted Invoice screen, labeled as ” Finalized On” and also on the View/Drafted Payroll screen so that they can review when the invoice or payroll batch was finalized.
User(s) will have the ability to void an existing invoice in CareSmartz360 which has been already sync’d in QBO/QBD, and the system will automatically void it in QuickBooks as well.
Use cases as an example:
Note: If the agency voids an invoice in QuickBooks directly, QuickBooks updates the amount and quantity to ZERO but that has no effect in CareSmartz360 because the operation has been completed in QuickBooks.
On the Task/Communication screen, the system will allow the user(s) to create a back-dated task(s). No reminder(s) will be sent out for backdated tasks.
While creating a New Schedule a user(s) now has an option to set “Schedule Status.” All the statuses will be available to the user for selection.
Now the system will allow overlapping of unavailability at the time of creation. Earlier it was not allowed. This can be done from the Agency portal and Caregiver Portal and Mobile app.
Now on the Open Shift(s) Calendar, we have added the ability to edit multiple shifts at once. This is similar to the multi-edit functionality we already have on the Schedule Calendar.
An option has been added to type in the name of the client in the Client Search filter available in the Open Shift(s) Calendar.
User(s) will have the ability to expand in one go to view more details under “Caregiver –> Agency” tab similar to “Agency –> Caregiver” tab.
Agencies will be able to “Add communication” notes from View Communication Notes in the Schedule Calendar and Open Shift Calendar itself so that it is easy for the schedulers to add communication right from the Schedule Calendar and Open Shift Calendar instead of leaving the respective calendar screen and then navigating to the respective profile to create it.
User(s) will have the ability to send SMS to Client/Caregiver right from the schedule calendar itself where the phone number of the specific profile is mentioned.
Now it is possible to view comments from Communication logs. Every communication which contains more than one comment can be expanded on the grid itself to view more comments. Also, we have updated the columns in the log’s table/ grid.
The Update / Cancel buttons will remain visible (reducing scrolling) for several areas in CareSmartz360 – On the Main tab of all the profiles (Client, Caregiver, Staff, etc.) and Admin settings (Including Office Settings).
1. The system will allow the caregiver(s) to enter the name of the person who is signing on behalf of the client when the “Other” option is selected on the client signature screen.
Compatibility Type filter added in the Compatibility screen on Client and Caregiver profiles, we have added a filter “Compatibility Type”. This will help the user to filter out between various Matching Codes created in the Admin settings under DDM Client Management.
New & Revamped Finalized Invoice PDF has been introduced to make use of the white space to accommodate more schedules.
This improved UI is also compatible with “#10 Business Envelopes”.
1. Scheduling > Weekly Schedules w.r.t. Caregiver: To make this report more helpful we have introduced a new filter for Base Territory. Now Caregivers can be filtered based on Base Territory to view this report.
2. Client Reports > Client Authorization Expiration Report: To help users we have introduced a Payer filter, a drop-down containing all Payer listings with an option to multi-select.
3. Reports -> Accounting -> Billed Hours by Service Type and Payer: A new report is being introduced in the system in the name of ” Billed Hours by Service Type and Payer”.
The purpose of the report is to show how many hour(s) was billed for a specific client(s), payer & service type combination. The data being generated in this report will be on the basis of Approved schedules only.
User(s) will have the ability to enter provider Medicaid ID based on various service types configured in the system under the EVV configuration page.
User(s) will not be able to filter the visit(s) that are rejected in a particular batch on the TELLUS Data Post Detail screen.
Per the current flow, in case 1 record is rejected, the whole batch appears in rejected from the TELLUS end. From now onwards, the user(s) can filter the rejected records only and then view the errors, make corrections in the records and then repost the rejected records only. Re-posting of the whole batch will not be required going forward.
CareSmartz360 is now integrated with Sandata in the state of Illinois.
The system will prompt the user to enter the Visit edit reason code & action taken on schedules at the time of manually approving the shift from the Schedule window or from the time tracking screen. This will be applicable on the bulk update of schedule status on Schedule Calendar as well.
CareSmartz360 is now integrated with HHAeXchange in the state of New Jersey via their API method. For Agencies operating in NJ, the user(s) will post the data directly to the HHAeXchange via API. No manual export from CareSmartz360 and then import to the HHAX portal will be required.
CareSmartz360 is now integrated with HHAeXchange in the state of North Carolina.
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