At Caresmartz360, we understand the demands of running your own business. A weekly cadence with robust expectations is not the right fit for many. Our self-directed training provides you flexibility to work at your own pace and time. Below, you will find the "best practice" pacing, but the most successful onboardings are done when and where you can dedicate your time and attention to the content and associated work.

If you would like to see the core content presented live, please join us Monday through Friday at 2 pm Eastern at this Zoom Link.

Additionally, if you have questions, we live-host a separate, daily Q & A Webinar.

Add Admin Users

Add Agency Users

Configure Client Profile Options & Assessment

Configure Caregiver Profile Options

Set up and Configure Service Types

***EVV Set up*** start here if you have EVV/Medicaid Needs
EVV set ups may necessitate a meeting with your Onboarding Specialist. Please reach out to them directly for assistance.

Configuring your Office Settings

Office Settings - Main

Office Settings - Alerts

Office Settings - Notifications

Office Settings - Payroll

Office Settings - Billing

Office Settings - Rates

Office Settings - Holidays

Office Settings - Care Summary & Pre-Screening

Adding Clients

Managing Client Profiles

Client Assessment or Care Plan

Client Payer

Client Scheduling

Adding Caregivers

Managing Caregiver Profiles

Caregiver Skills & Experience

Caregiver Scheduling

Publishing Schedules

Managing Scheduling

Clock in/out Review & Approval of Visits

Caregiver Mobile App

Step 6

Accounting Processes

Creating an Invoice

Processing Payroll