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What's New - October 7, 2025

Explore new features in Caresmartz360

K
Written by Kate Lewis
Updated today

Release Notes – R103 – October 7, 2025

Mobile App Versions

There will be an update to the Caregiver mobile app with this release. The version of the Caregiver app will be V2.53 (code push 1.0).
No Update on Agency app, hence the app will be on V2.16 (code push 1.1) as previously.

The minimum operating system requirements are as below:

Platform

Minimum Version

Notes

iOS

15.1+

Older devices (iPhone 6/6 Plus, some iPad models) cannot run RN 0.78 apps.

Android

7.0+ (API 24)

React Native officially bumped minSdkVersion to 24, so Lollipop (21) and Marshmallow (23) are dropped. Covers ~99% of active devices in 2025.

Client Time Zone to be sent to QBO 

The invoice data sent to QBO now includes time adjusted according to the client’s time zone, as defined in the client profile. If a client’s time zone is updated in the profile, the subsequent invoice data sent to QBO will automatically reflect the updated time zone. 

The View Invoice screen will continue to display time in the agency’s time zone with no change to the invoice UI. 

Visit Notes Settings Update 

A new setting labelled “Make visit note(s) mandatory for ad-hoc shifts” has been added in the system. The setting previously labeled “Make visit note(s) mandatory” has been renamed to “Make visit note(s) mandatory for pre-scheduled shifts” in the Client Preferences section. 

The following two settings are now available under the Office Settings – Main Tab: 

Make visit note(s) mandatory for pre-scheduled shifts 

Make visit note(s) mandatory for ad-hoc shifts 

When toggled On, a client multi-select dropdown is displayed: 

All clients are selected by default. 

Search functionality is available to find specific client names. 

These settings are effective on both mobile app and web portal. Changes made in the Office Setting for “Make visit note(s) mandatory for pre-scheduled shifts” automatically reflect in the Client Preferences section, and vice versa.  

Inclusion of All Clients with Valid Authorization in Client Reports: Authorized Hours vs. Completed Hours, Regardless of Scheduled or Completed Hours 

A new report, Client Authorization Hours, has been added under the Client Reports section. This report displays all clients with valid and active authorizations, even if they do not have any scheduled or approved hours. The structure and output of this report are the same as the existing Authorized Hours vs. Completed Hours report, with the only difference being that the new report ensures inclusion of all clients who have valid authorizations regardless of their scheduled or approved status. The available filters for the Client Authorization Hours report remain consistent with those in the Authorized Hours vs. Completed Hours report. 

Improvements to the CMS 485 form

Users will be able to see the following data pointers to be automatically fetched from the completed assessment

  1. Patient’s HI Claim No will be fetched from Client’s Medicaid ID

  2. Provider No. will be fetched from Agency’s Tax ID

  3. Activities Permitted - Tasks mentioned in Standard Assessment V3 will be selected in the dropdown

  4. Medications - mentioned in Standard Assessment V3 will be mentioned separately in each row for Medication tab in CMS 485.

  5. ICD codes

    Principal Diagnosis - Primary Code

    Surgical Procedure - Secondary code

    Other Pertinent Diagnosis - Tertiary code

  6. Allergies

    Will be fetched from Assessment’s additional consideration tab - Allergies section

  7. Goals/Rehabilitation Potential/Discharge Plans

    Will be fetched from client’s profile - Care Assessment tab → Goals tab

  8. Physician Name & Address line 1 will be populated from Client’s profile → Main → Contact section where the relationship is set as family physician.

Rocker box Mapping display

The Rocker box mapping display has been updated with following checks:

  • Caregivers will only receive the Rocker box questionnaire if they are hired within the past 28 days.

  • If a caregiver does not submit the questionnaire within 28 days of hire, their WOTC Status will automatically be marked as “Not Eligible.”

  • Applicants are not impacted — their workflow remains the same.

  • The Rockerbox mapping display now includes an updated description and a new filter:

  • “Hired in last 28 Days” – shows only caregivers eligible to receive the survey.

  • This filter is hidden if the Employee Type is set to “Applicant.”

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Extension of Date Range Filter from 2 Months to 6 Months

In the new UI, the date range filter has been increased in the below sections from 2 months to 6 months to provide greater flexibility and ease of access to historical data.

  • Client Profile - Billing Info - Invoices

  • Notes - Client, Payer, Prospective Client, Caregiver, Office Staff, and Caregiver Applicant Profile.

  • Client Profile - Notes & Tasks - Visit Tasks.

  • Office Tasks - Client, Payer, Prospective Client, Caregiver, Office Staff, Caregiver Applicant Profile.

  • SMS Logs - Client, Payer, Prospective Client, Caregiver, Office Staff, Caregiver Applicant Profile.

  • Email Logs - Client, Payer, Prospective Client, Caregiver, Office Staff, Caregiver Applicant Profile.

  • Schedule Deletion Logs - Client and Caregiver Profile.

  • Caregiver Profile Voice & Mail Log Tab - Voice Mail

  • Prospective Client - Profile Listing.

  • Caregiver Applicant - Profile Listing

EVV/EDI Updates

Added Payer filter in Sandata data post

New payer filter has been added to the Sandata data post screen so that user can review & filter data on the screen before posting

Added Service type filter in HHA data post

New Service type filter has been added to the HHA data post screen so that user can review & filter data on the screen before posting

HHA updates across different states

  • New Jersey: Two new service codes have been added to NJ Medicaid EVV API specifications.

  • Added the following new procedure codes:

S9123:EP

Nursing care, in the home; by registered nurse

Per hour

FFS NJ

S9124:EP

Nursing care, in the home; by licensed practical nurse

Per hour

FFS NJ

  • Florida: There has been updates  made to the Missed Reason Code table in the EDI Code Guide.

  • A new missed reason was created for hospitalized enrollees (below).

Code

Description

Payer

41

Enrollee Hospitalized

Florida Community Care

  • Florida: There has been updates  made to the Visit Edit Reason Code table in the EDI Code Guide.

  • Updated the description for code 305 (see below). Deprecate the codes COVID-19 codes 700, 701, and 702.


305

Attendant unable to connect to internet

  • Pennsylvania: New documentation has updates to improve data submissions and reduce import rejections.

  • The description and character limit have been updated for User Field 2 (below).

Field

Description

Data Type

Required

Max Length

Cell

User Field 2

Patient Admission ID

Required when a member is dually enrolled with a health plan and has multiple accounts in HHAeXchange

HHA Updates for Pennsylvania Providers

Updated the PA Missed Visits Info Import specifications to include a new field: User Field 2, Patient Admission ID: Required when a member is dually enrolled with a health plan and has multiple accounts in HHAeXchange.

Also, for the following payers, Missed Visit report is mandatory step.

  • AmeriHealth

  • AmeriHealth EPSDT

  • Keystone

  • Keystone EPSDT

Virginia EVV/EDI Update

  • Virginia: New code tables have been added to support Alt EVV import interface process.

Ability to Fetch 835 via API via Inovalon (formerly Ability) clearing house in CareSmartz360

Providers using Inovalon (formerly Ability) as clearing house for posting 837 P & I file for Claim processing, will now be able to fetch the 835 electronic remittance files directly via API in Caresmartz360 portal.

It will reduce their manual effort to get the 835 file & then upload the same in our system. Some configuration is required to enable this feature in your CareSmartz360 system and needs to be requested.

Integration with AHCCCS in the state of Arizona

All the provider agencies in the state of Arizona will now be able to send data to AHCCCS as an aggregator instead of Sandata. Caresmartz360 is fully integrated & tested with the state aggregator with test data. Updates and communications related to this integration have been sent directly to affected providers.

Integration with AL Medicaid in the state of Alabama via SFTP

All the provider agencies in the state of Alabama will now be able to send data to AL Medicaid as an aggregator. Caresmartz360 is fully integrated & tested with the state aggregator with test data.

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