There are several ways to get your client information into your Caresmartz360 portal.
Manual Entry - This is the easiest and most comprehensive way to enter client information. This involves your (and/or your office staff) keying in the required data to create profiles. This is a good fit for start-ups and small agencies.
Basic Data Migration - This is fast way to enter basic client demographic information into the system in batches. It involves downloading a template from Caresmartz360 and completing the file as it exists, then uploading the completed file into Caresmartz360. This is a good fit if your agency is tracking information in spreadsheets, or can export information from a report in your previous system and format the data appropriately.
Prospective Client Form - This is generally used for public client intake via a "Contact Us" form. This is a best fit for ongoing client acquisition from external sources. This is not ideal for establishing your agency during Onboarding.
Advanced Data Migration - this involves Caresmartz migrating the information from your old system into your new Caresmartz360 portal. There is a cost associated with this service, it can take several weeks or longer, depending on the data hygiene and accessible nature of the existing data. If this service is of interest to you, please reach out to your Sales contact.