New Features and Updates
In this release are the following changes:
NOTE: Not all features are immediately available to all portal users. Many agencies limit user access to just what is important for doing a specific job. Any new feature below marked with an ** will need to have access granted from the Admin Settings>Role Management.
If the Agency User is assigned to Office 1 and any caregiver from office 2 sends an incoming SMS to the SMS Number allocated to the agency, then the office 1 user who is logged in will not be notified via the Bell Notification on top.
Currently, if the agency opts to choose Round settings and if agency wants to manually input the clock-in at 9:53 AM, then the system rounds the clock-in time.
But from now, if the agency user input the clock-in or clock-out time to any time, system will not round the time and will consider the time entered as actual time.
A new data field has been introduced in the client assessment and is labeled as Discharge Date.
This data field can be used by agencies who have short term clients and can assign a discharge date in advance for better tracking.
Now, agencies can define their own custom time tracking threshold parameters.
Under Office Settings > Main > Time Tracking Schedule Settings, the agency can select the “custom” option where they will be able to define custom time tracking threshold parameters for their caregivers to clock-in and out.
Agency users can now mark an individual report as a favorite report, and there is an additional category of Favorite Reports which the agency user can access to locate their favorite report(s).
The user can click on the star icon to mark the report as favorite report, and this report will be displayed in the Favorite Report category.
Agencies can now sync their Agency Users/Other Staff users with their QuickBooks Online employees and send their meeting time-sheets to QuickBooks Online as well.
Agencies which are integrated with CareSmartz360 using their QuickBooks Online account, will be able to locate a new section called “Staff Matching” under QuickBooks Integration Module where the staff members can be linked with the QuickBooks Employees list.
After syncing the staff members, if the agency finalizes the payroll of staff members in CareSmartz360, the system will send those time-sheets to their QuickBooks Online account as well.
Now on the Release Visit Plan screen, before publishing the schedule, if the scheduler make some changes, e.g. change in time or caregiver and does not publish the schedules and leaves the page, the system will save those changes so that when the user comes back to the Release Visit Plan screen, he/she will see the changes made and can publish the schedules with those changes.
In the Client Assessment > Users will now be able to select multiple values in the following data fields:
a. Level of Impairment in Personal Care.
b. Mobility Ability in Personal Care.
c. Transfer Ability in Personal Care.
d. Emergency Preparedness Rating
Currently, in the office settings, the agency can select the status of the schedule when caregiver clock-in and clock-out on time and mark the all tasks as completed.
But if the caregiver clocks-in and clocks-out on time, but does not mark all the tasks as completed, then the system changes the schedule status to Needs Review.
Moving forward, if an agency wants to opt out from the system changing the status to needs review status, they can do that from office settings.
In Office Settings > Main > Under Time Tracking Settings > There is a data field called “Checkout status – Needs Review * ” and the available values are Yes/No.
If agency opts for No, if a caregiver clocks-in on time and clocks-out on time, regardless of whether tasks are marked “complete” or not, the system will change the schedule status to the status selected in “Checkout Status” field (Approved/Time Tracking Confirmed).
Agencies will now be able to receive deposits in CareSmartz360 and can sync those deposit line items with their QuickBooks Online account.
Agencies will be able to locate 2 new data fields under their QuickBooks Integration module where they will be able to select the QuickBooks Online Item name under which Deposit will be published and Account Type for your Deposit.
If these settings are done, and the client profile is matched with the QuickBooks Online, at the time of receiving deposit in CareSmartz360, the system will automatically publish the deposit to the QuickBooks Online account.
If there are existing received deposits which are present in CareSmartz360 that have not been syncd to the QuickBooks Online account, the agency can go to account register and manually select those deposits to send to QuickBooks.
Agencies will now be able to easily detect from client landing screen whether the client portal credentials have been sent to the specific client or not.
Users can view this column from Select Grid Column option present on the client list screen.
Agencies will now be able to receive deposits in CareSmartz360 via Credit Card or Bank account as well as by check or cash.
Under Account Register > Payment Register by Client, the agency user can select the client and then from Receive/Refund Deposit section, the user can select Credit Card or Bank Account. The system will populate the credit card or bank account (depending on the selection) from the payer profile which is linked to the client.
Please Note: This feature is only available for the agencies which are using Authorize.net or Transnational Payment Gateway.
CareSmartz360 will now consider Travel Time done by the Caregivers as regular time and will be eligible for Overtime Calculations.
Opting for Travel Time calculation is optional for agencies. They can turn on/off this feature from Office Settings > Payroll > Travel Time section. If enabled, travel time calculations will be considered as the part of the overtime calculations as well.
A new report has been introduced in CareSmartz360 which will show Scheduled v/s Billed Hours so that agencies can detect that whether they have missed any schedules for billing in a specific date range.
This report will be part of Scheduling Reporting category.
a. Sandata
b. HHA Exchange
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