Release Notes – R107 – May 13, 2026
Mobile App Versions
There will be an update to the Agency app with this release. The version of the Caregiver app will be 2.56 (Code Push 1.0). The Version for agency app will be 2.23 (Code Push 1.0).
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. |
Schedule Maintenance Window:
Please note that regular maintenance is scheduled for May 13th, 2026, from 12:30 AM - 4:30 AM Eastern Time, to perform necessary tool updates and deploy improvement patches. Thank you for your continued partnership!
New Rate Permission for Enhanced Financial Data Control
We’ve introduced a new Rate permission in Role Management that gives agencies precise control over who can view or manage sensitive billing and pay rate information—without disrupting day-to-day scheduling workflows. Agencies can now mask bill rates, pay rates, and all rate-derived values for selected roles, ensuring office staff can continue operational tasks while financial data remains protected. When Rate access is set to No Access, all rate-related information is fully hidden across dashboards, schedules, client and caregiver profiles, invoices, reports, exports.
This permission centrally overrides Accounting and Report access and is enforced consistently across the web app, agency mobile app, APIs, integrations, and downloads. Users with Read-Only or Full Access retain complete visibility and edit rights, while those with No Access will not see the Accounting module, rate-based reports, or any calculated financial summaries. Changes take effect after re-login, providing a simple yet robust way to safeguard financial data across the system.
Freeform address entry in Get Directions
Agency portal users — including staff and admins — can now enter any freeform address in the Get Directions pop-up, in addition to the existing predefined options (caregiver, client, staff, office). This makes it faster to estimate travel time and mileage to any location without being limited to saved addresses.
Get directions to any address — not just saved ones
You can now get directions to any address directly from a profile, without needing it to be saved as a caregiver, client, staff, or office address first. This is useful when estimating travel time or mileage to a hospital, temporary care location, or any other one-off destination.
How to use it
Open any profile (client, caregiver, staff, payer, prospective client, or caregiver applicant) or use the profile quick view for clients and caregivers
Click the address hyperlink in the profile summary to open the Get Directions pop-up
Select Other from the address options
Start typing your destination — address suggestions will appear after 3 characters
Select the correct address from the suggestions, then view directions and travel options as usual
Existing address options (caregiver, client, staff, office) are unchanged and continue to work as before. Directions will only load once a valid address is selected from the suggestions list.
Office Level Hours Total on View Invoice (Finalized Invoice)
The finalized invoice screen now shows a Total Hours summary for each office, making it easier to review and confirm total hours — without needing to manually add up individual rows.
What's new
Total hours for each office are displayed on the finalized invoice screen, reflecting all records shown under the currently applied filters
Visits that appear across multiple billing rows (for example, when billed to more than one payer) are counted only once in the total — so the figure always represents actual visits served
The total updates automatically when you change your filters, keeping the summary in sync with what you see on screen
Where to find it
Navigate to the Finalized Invoice screen in the billing section
Apply any filters (date range, payer, caregiver, etc.) as needed
The Total Hours figure for each office will be displayed, summarizing all visible records for that office
Office staff data visibility restricted to the assigned office — Agency App
Office staff now see only their office's data in the Agency App
We have updated the Agency App so that office staff users can only view data related to their assigned office — the same way the Agency Portal already works. This ensures consistent, role-appropriate access across both platforms.
What has changed
Office staff will now only see the dashboard, clients, caregivers, and schedules that belong to their assigned office in the Agency App
Data from other offices will no longer be visible to office staff on the app
Admin users are not affected — their visibility across all offices remains the same
Why we made this change
The Agency Portal already restricts office staff to their assigned office's data. This update brings the Agency App in line with the same rules, so that permissions are consistent and predictable no matter where your team is working.
AI-assisted note rewriting on the Caregiver App and Portal
Caregivers can now optionally use AI assistance to improve the grammar, tone, and clarity of their care notes, task notes, and notes for family in a visit — without leaving the workflow, without losing their original meaning, and without any obligation to use the suggestion. The caregiver can review and approve before anything is applied.
AI writing assistance now available for caregiver notes at clock-out
Caregivers using the CareSmart360 mobile app can now optionally improve their care notes, task notes, and notes for family with AI assistance in a visit. The feature helps polish grammar, tone, and readability — while always keeping the caregiver in full control of what gets submitted.
What this means for your agency
Caregivers can submit cleaner, more readable notes without additional training or time investment
The feature is fully optional — caregivers who prefer to write and submit manually are unaffected
Clock-out speed is not impacted — if AI is unavailable or the caregiver skips the feature, the workflow proceeds as normal
Notes are never changed without the caregiver's explicit approval
The AI rewrites in the same language the caregiver used — no language configuration needed
How it works for the caregiver
Write the note as you normally would during clock-out
Tap Improve — a suggestion will appear using the default writing style. You can tap the arrow on the button to choose a different style first
You can change the rewriting options by clicking on the arrow, selecting the option for writing style and tone and the suggestion will appear.
Read through the suggested rewrite shown alongside your original note
Tap Use Suggestion to apply it, or simply ignore it — your original note stays as-is if you do nothing
Review your final note and complete clock-out as usual
Rephrasing button available as soon as the user adds any text in the defined areas
Click on the arrow icon at the right-hand side of the Improve to view all the writing styles and tone options available
Click on any of the option or you can click on the improve to use the default option, i.e. improve writing. The result will appear as in the screenshot below -
Click on the use suggestion button once you confirm that the output text is appropriate as suggested by the AI. Click Cancel if you don’t want to use this AI suggestion. You can select from other options to get the desired output. The text in the notes text box is not edited until you click on the Use Suggestion button
Caregiver Mobile App Reference Screenshots -
View of multiple options on the dropdown hit
AI rephrased text on the click of improve with applied settings
Voice-to-text note entry on Caregiver App and Portal
Caregivers can now use their device's native voice-to-text capability to dictate visit notes, notes for family, and task notes — both during clock-out and on the shift details page. The feature works through the microphone available with the notes text area. Typing and dictation can be mixed freely, and manual entry is always available as a fallback.
How to use it
Open the note field during clock-out or on the shift details page
Tap the microphone icon available with the text box area — if asked, allow microphone access.
Speak your note clearly — your words will appear in the note field as you speak.
Tap the microphone again or switch back to the keyboard when you're done speaking.
Review and edit the text as needed, then continue with clock-out as normal.
Note – On the portal, this feature is limited to the Chrome browser.
Caregiver Web Portal -
Mic Icon -
Permission enabling - (Click Allow while visiting the site)
Recorded text in the notes text box
Caregiver Mobile App Screenshot
Care Notes in Invoices
We’ve introduced an enhancement that allows agencies to include Care Notes directly within invoices. This provides greater transparency to clients and payers by displaying care-related details alongside billed services.
Previously, Care Notes were not included in invoice outputs. With this update, agencies can now control their inclusion through configurable settings.
What’s New
A new “Care Notes” option is now available under Invoice Include settings.
Configuration Locations
Office Settings → Billing → Invoice Include
Client Profile → Payer Settings → Invoice Include
Invoice Preview
Within Client Profile → Payer Settings → Invoice Settings, the invoice preview will dynamically reflect changes to the Care Notes setting.
Enabling/disabling the option updates the preview instantly
Allows users to verify how invoices will appear before generating them
Invoice Behavior
When Care Notes are enabled:
Care Notes are displayed per schedule
Each schedule includes only its associated published Care Notes
Care Notes appear after the Completed Tasks section
Care Notes are fetched at the time of invoice generation or download
If additional Care Notes are published later, they will be included when the invoice is regenerated or downloaded again
Time Tracking and Global Schedule Calendar New UI Features
"Today" button restored on the global schedule calendar
The Today button is now available alongside the date range selector and view type controls on the global schedule calendar. Users who have navigated away from the current date range can return to it in a single tap — regardless of which calendar view or grouping they are using. The button is automatically greyed out when the user is already viewing the present date range, matching legacy behavior.
What's new
The Today button appears next to the date range and view selector at the top of the global schedule calendar
Clicking it returns you to the current date range instantly — current day in Day view, current week in Week view, current month in Monthly view, and the current 5-week window in 5-Week view
The button works the same way whether you are viewing schedules grouped by client or by caregiver
When you are already viewing the current date range, the Today button is greyed out — no action is needed
Clock-In / Clock-Out pop-up context improvements
We have made usability improvements to the Clock-In and Clock-Out pop-ups across time tracking views. Client and caregiver names are now shown inside the pop-up for immediate context, making it easier to track which record is being edited, especially when working across dense lists. The background row is also highlighted to show case which record is selected.
How it works
Click on the Clock-In/Clock-Out date/time or text on the time tracking listing.
On the pop-up, you will be able to see the client and the caregiver's name with the schedule date and time.
Bulk Actions Improvement Global Schedule Calendar
We have updated the bulk action controls on the global schedule calendar so that Publish, Delete Visit, and Email Visit only become active when they are applicable to the visits you have selected. This prevents accidental bulk actions on visits of the wrong status.
How it works
Publish is only active when all selected visits are unpublished. If any published visit is included in the selection, Publish will be greyed out
Delete Visit and Email Visit are only active when all selected visits are published. If any unpublished visit is included, both buttons will be greyed out
If your selection contains a mix of published and unpublished visits, all three buttons will be disabled — adjust your selection to a single status to proceed
This change applies to the global schedule calendar bulk actions only. If your buttons appear greyed out, check that all selected visits share the same status and deselect any that do not match before retrying the action.
Find Caregiver Option on Schedule Window
We've brought the Find Caregiver functionality to the new UI, ensuring agency portal users can seamlessly discover and assign caregivers to open shifts — just as they could in the legacy system. This enhancement eliminates workflow gaps when managing open shifts across the platform.
Feature Highlights
1. Find Caregiver on Open Shifts A "Find Caregiver" link now appears on any open shift where no caregiver has been assigned. Clicking it opens a dedicated screen displaying recommended caregivers along with relevant details — all pre-filled with the associated Schedule and Client information, making the assignment process fast and straightforward.
2. Available Across All Key Views This feature is accessible from every screen in the new UI where open shifts can be added or edited, including:
Client Profile Calendar
Quick Schedule
Time Tracking Views
Create Invoice
Global Schedule Calendar
Any other Add/Edit open-shift entry point
Gridline Addition to Time Tracking View New UI
Gridlines have been added between all columns across every time tracking view in the updated UI. When reviewing long rows of visit data, the column separators make it easier to follow values across the table accurately — reducing the chance of misreading data from an adjacent row or column.
Views updated
Schedule Review, Approved, Adhoc View, Missed Visit, Missing Clock-In, Missing Clock-Out, Cancelled, Finalized, Meetings, and Open Shift
This is a display-only improvement. No data, filters, or workflows have changed. No action is required — the gridlines are applied automatically across all affected views.
Filter Reordering in Time Tracking Views
Feature Area: Time Tracking — Filter Panel re-ordering
Filter Order Per View
Schedule Review Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Service Type → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Adhoc View Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Care Coordinator → Supervisors
Approved Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Service Type → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Cancelled Office → View → Cancel Action By → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Finalized Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Service Type → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Meetings Office → View → Schedule Date Range → Supervisors → Participants
Missed Visits Office → View → Schedule Date Range → EVV Aggregator → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Billing Frequency
Missing Clock-In Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Missing Clock-Out Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Supervisors → Task Status → Billing Frequency
Open Shifts Office → View → Schedule Date Range → Client(s) → Payer → Client Type → Client Territory → Payer Type → Care Coordinator → Billing Frequency
Telephony Details Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Client Type → Client Territory
Unidentified Calls Office → View → Schedule Date Range → Client(s) → Caregiver(s)/Staff(s) → Client Type → Client Territory
No filters have been added or removed — this is only a reordering improvement to improve usability and consistency across views.
Filter Label Typography Enhancement in Time Tracking Views
Feature Area: Time Tracking — Filter Panel
What's New
Filter labels in the Time Tracking filter panel are now displayed in bold, making them visually distinct from their selected values beneath them — improving readability and reducing the time spent scanning the filter panel.
Why It Matters
Users can now instantly identify filter categories at a glance without confusing the label with its selected value, leading to a faster and cleaner filtering experience.
This is a UI enhancement only — no functional changes have been made to the filters.
Total Hours Display on Global Schedule Calendar
Feature Area: Global Schedule Calendar (New UI)
What's New
Total Hours is now displayed on the Global Schedule Calendar (New UI), bringing it to parity with the legacy schedule calendar. The data and calculation logic remain identical to the legacy system, utilizing the same underlying API.
Why It Matters
Users who rely on total hours for day-to-day scheduling oversight no longer need to switch back to the legacy calendar. The information is now readily available within the new UI, in the same format they are already familiar with.
This is a parity enhancement — no changes have been made to how Total Hours are calculated or fetched. Total hours calculation is kept on the Day view and the Weekly view only so as to maintain the design.
Role-Based & User-Based Visibility for Notes, Communications, and Documents
Overview
This release introduces granular visibility controls for notes, communications, and documents across Client, Caregiver, and Other Staff profiles. Agencies can now restrict who can view specific records based on roles or individual users, addressing a longstanding compliance and confidentiality need.
What's New
Expanded Privacy Options
The visibility/privacy dropdown for notes, communications, and documents now includes four options (up from two):
Option | Behavior |
Everyone | Visible to all users with profile access (unchanged) |
Only Me | Visible only to the creator (unchanged) |
All Roles (new) | Visible only to users whose role matches one or more selected roles |
All Staff (new) | Visible only to specifically selected individual users (+ the creator) |
Where It Applies
Client Profiles — Notes, Communications, Documents
Caregiver Profiles — Notes, Communications, Documents
Other Staff Profiles — Notes, Communications, Documents
Key Capabilities
1.Role-Based Visibility ("All Roles")
Select one or more agency roles when creating or editing an item
Only users with a matching role can view the item
Users without the selected roles will not see the item in profile timelines, search results, or reports
2. User-Based Visibility ("All Staff")
Search and select specific users by name or email
Only the creator and explicitly selected users can view the item
3. Audit Trail
All create, update, and delete actions on restricted items are logged
Audit entries include actor, item type, related profile, old/new visibility setting, and timestamp
Accessible to authorized admins/auditors for compliance review.
New Feature: Export Function for Client and Caregiver Lists (New UI)
Overview
A new Export capability has been added to both the Client and Caregiver list views in the New UI. This eliminates the need to navigate reports and manually apply filters to extract rosters, streamlining day-to-day workflows for agency users.
What's New
Capability | Details |
Export Button | An Export action is now available in the top-right action area of both the Client and Caregiver list pages. |
Filter-Aware Export | Exports reflect the current grid state — all applied filters (Active/Inactive, Territory/Office, etc.) are honored. If no filters are applied, all records available to the user are exported. |
Column-Aware Export | Only columns currently visible in the grid are included in the export, in the same order display. Hidden columns are excluded. |
CSV Format | Files are exported in CSV format with clear naming: Clients_YYYYMMDD_HHMM.csv / Caregivers_YYYYMMDD_HHMM.csv. |
Data Masking | Sensitive fields (e.g., SSN) are exported with the same masking applied in the UI — no additional sensitive data is exposed. |
Permission-Based Access | The Export option is visible only to users authorized to access the respective list. Restricted columns are excluded from the file. |
Performance | Supports exports of up to 5,000 records. If the result set exceeds the limit, only the first N rows are exported and the user is notified. |
UX Feedback | The Export button shows a busy/disabled state during processing to prevent duplicate clicks. Clear error messages are displayed on failure with retry capability. |
List Territories in Alphabetical Order – Profiles
This improvement ensures that the territory list displayed across the system is sorted in alphabetical order. Additionally, the list will be made searchable to allow users to quickly identify and select appropriate territories.
EVV/EDI Updates
Update in CareBridge – Arkansas
Added support for the new VisitLocationType field in the CareBridge EVV data file for the state of Arkansas, as required by updated CareBridge specifications.
What Changed
A new VisitLocationType field has been added to the Arkansas CareBridge EVV visit export file, along with a corresponding Visit Location Type lookup table.
The field captures the self-reported visit location and is conditionally required when the service code is a Home Health Service Code.
Visit Location Type Codes:
Code | Description |
1 | Home |
2 | Community |
Impact
Agencies operating in Arkansas using the CareBridge aggregator will now have the VisitLocationType field included in their EVV visit files.
No manual configuration is required — the field is automatically populated based on the service type setup.
This update ensures continued compliance with Care bridge’s latest file format requirements for Arkansas.
EVV - Auto Posting For HHA/TELLUS workflow improvement
Overview
This improvement enhances the EVV Auto Posting workflow for agencies using HHA, TELLUS, and Sandata aggregators by adding visibility into who posted each record — whether it was done manually by a user or automatically by the system.
What's New
1. New "Posted By" Column in the Grid
A new column titled "Posted By" has been added to the auto-posting grid view.
The column displays:
User's Name — when the record was posted manually by a user.
System — when the record was auto-posted by the system.
2. Details Screen Update
The "Posted By" information is now also visible on the individual record details screen, providing full traceability at both the list and detail level.
Impact
Who is affected: Agencies that have auto-posting enabled for HHA, TELLUS, or Sandata aggregator workflows.
Benefit: Improves audit transparency by clearly distinguishing between user-initiated and system-initiated postings, making it easier for agencies to track and review posted visit records.
Workflow Improvement – Add Toggle for Exclude EVV Data in EDI File to Payer Profiles
Overview
This improvement introduces a centralized payer-level toggle to control whether EVV (Electronic Visit Verification) data is included or excluded in EDI claim files. Previously, this configuration was managed at the individual client level, which was error-prone and time-consuming for agencies with a large number of clients.
What's New
1. New "EVV EDI" Toggle in Payer Profile
A new "EVV EDI" toggle has been added to the Payer Profile screen.
When the toggle is turned ON:
A dropdown list of clients is displayed, showing only clients mapped/linked to the selected payer.
Users can select one or multiple clients from the dropdown to apply for the EVV exclusion.
2. Automatic Propagation to Client Billing Information
When the toggle is activated at the payer level:
The EVV EDI toggle is automatically reflected in the Billing Information section of the selected clients.
The toggle state (ON/OFF) in Client Billing Information is directly controlled by the action performed at the Payer Profile level.
If the payer-level toggle is later updated, the change propagates automatically to linked client configurations.
3. Impact on EDI File Generation
Toggle ON (Exclude EVV) for selected/all clients: EVV segments/data are not generated or added in EDI claim files for claims associated with that payer.
Toggle OFF for selected/all clients: EVV segments/data continue to be generated as per existing behavior.
4. Permissions
Only users with edit permissions on payer profiles can change this toggle.
Read-only users can view but not modify the setting.
Tellus Florida - Referring Physician Name and NPI
Overview
This enhancement adds support for capturing and transmitting Referring Physician Name and NPI data for agencies in Florida submitting EVV visits to the Tellus aggregator. This ensures agencies can submit complete, compliant data as required by Tellus/Netsmart's alternate EVV vendor specifications.
What's New
1. New Fields in Payer Profile – EVV Integration Section
Under the Payer Main Tab → EVV Integration, the following new field has been added:
Physician NPI Taxonomy — Allows agencies to capture the referring physician's NPI taxonomy code at the payer level.
Other EVV integration fields remain unchanged and will now also be applicable for Florida (FL), consistent with the existing Georgia (GA) state configuration.
2. Field Behavior & Visibility
Behavior | Detail |
Displayed when | Adding a new payer profile (Main Tab) |
| Updating an existing payer profile (Main Tab) |
Required? | No — fields are optional |
Tooltip | "These fields are available as per payer & state specific rules" |
3. Data Flow to Tellus
Once the Physician NPI taxonomy data is saved in the Payer Profile, it is automatically included when posting EVV data to Tellus.
Impact Scope
Area | Impact |
Payer Profile (Main Tab → EVV Integration) | New optional field added |
Tellus EVV Posting (XML) | Physician NPI taxonomy data included in submission |
Florida (FL) State Support | EVV integration fields now applicable for FL |
Remittance Upload & Payer Mapping
Overview
A new Remittance Upload & Payer Mapping screen has been introduced, enabling billing and remittance users to upload externally generated remittance files (EDI/TXT), automatically extract payer entries, and map them to existing system payers. This ensures that incoming payer records are correctly linked to the payer master data before being used in downstream remittance processing.
What's New
Step 1: File Upload
Upload remittance files in EDI or TXT format via Browse or Drag & Drop.
Support for multiple file uploads in a single session.
On successful upload, the system displays:
File name, file size, upload status, upload timestamp, and number of payers detected.
Replace file option allows clearing the current upload, resetting the mapping state, and uploading a new file.
Step 2: Payer Mapping Table
After file parsing, a mapping table is presented with the following columns:
Payer name in file — as extracted from the uploaded remittance file
Source – file name that was uploaded
Mapped system payer — dropdown to select the corresponding system payer
Mapping status — Mapped / Unmapped
Automatic mapping: If a payer with the same name already exists in the system, the mapping screen is bypassed and the system auto-maps to the existing payer.
Manual mapping: Users can manually select, update, or correct the system payer for any row via the dropdown. The row status updates to Mapped immediately.
Mapping Statistics
Real-time summary statistics are displayed and updated dynamically as mappings change:
Total in file — total payer entries detected
Mapped — count of successfully mapped payers
Unmapped — count of payers still requiring mapping
Search & Filter
Search box — filter displayed rows by payer name from the uploaded file.
Unmapped only toggle — show only rows where no system payer has been selected, making it easy to focus on outstanding work.
Step 3: Save & Complete
Save Mapping — persists all payer mapping configurations, displays success confirmation, and enables the user to proceed to the next remittance action.
Cancel — exits the mapping flow without saving unsaved changes.
Step-Based Navigation
The screen follows a guided step-based workflow:
Step 1 — Upload file (marked complete on successful upload)
Step 2 — Map payers
Step 3 — Save (marked complete on successful save)
835 Files for Remittance Detail
Overview
A new "835 Files for Remittance Detail" screen has been introduced, providing billing and admin users with a centralized view of remittance data received through 835 files. This feature enables teams to identify payments by payer, review invoice/payment status at a detailed level, and export filtered data for reconciliation or audit purposes.
What's New
Advanced Filter Panel
Users can now filter remittance data using multiple criteria:
Office — Filter by specific office location
Date Range (Date From / Date To) Narrow results to a specific period
Payer Type — Filter by payer classification
Payer — multi-select to view data across multiple payers simultaneously
Invoice Status — Multi-select for granular invoice-level filtering
View Rejected — Toggle checkbox to include or exclude rejected remittance records
Payer-Grouped Results View
Remittance results are automatically grouped by payer, displaying payer name, payer/provider identifier, agency name, and total payment received per payer group.
Users can expand any payer row to drill into invoice-level details including Client Name, Invoice Number, Invoice Status, Schedule Start/End Date-Time, Date of Remittance, Remittance Number, Total Charges, Charge Amount, and Payment Amount.
Export Capability
A one-click Export function allows users to download the currently displayed filtered remittance data, matching exactly what is shown on screen for full traceability.
Apply & Reset Controls
Apply — Loads remittance data matching the selected filters.
Reset — Restores all filters to defaults and clears displayed results.
EVV Compliance Summary Report
We have introduced a new EVV Compliance Summary Report to help agencies monitor and manage EVV compliance more effectively.
What’s new
A dedicated EVV Compliance Summary Report that provides a high-level view of EVV performance across offices, with the ability to drill down into visit-level details.
Key capabilities
Flexible filters to narrow results:
Aggregator (single-select)
State (single-select)
Office (multi-select)
Client (multi-select)
Caregiver (multi-select)
Payer (multi-select)
Method: Clock-in, Clock-out, or Both
Configurable date range
Summary view grouped by Office, showing:
Total Visits
Auto-Verified Visits
Manually Edited Visits
Visits with Reason Codes
Compliance %
Non-Compliance %
Drill-down detail view:
Clicking the Total Visits count for an office opens a detailed list of corresponding schedules/visits, including:
Visit Date
Client Name
Caregiver Name
Service Type
Procedure Code/Modifier
Clock-In/Clock-Out Time (Original & Modified)
Edit Type (Clock-in, Clock-out, Both, Reason Code Only)
Reason Code(s) Applied
Reason Description
Compliance calculations (per office):
Compliance % = (Auto-Verified Visits ÷ Total Visits) × 100
Non-Compliance % = (Manually Edited Visits ÷ Total Visits) × 100
All percentages are rounded to two decimal places.
Benefit
This report allows agencies and admin users to:
Quickly understand EVV compliance by office
Identify non-compliant or manually edited visits
Export and review visit-level details for audit and follow-up actions
Rhode Island Medicaid EDI integration
Overview
CareSmartz360 now supports Rhode Island Medicaid EDI integration for both 837P/837I claim generation, aligned with the Rhode Island Medicaid HIPAA Companion Guide requirements.
What’s Included
837P (Professional) claim file generation for Rhode Island Medicaid, following RI-specific segment/data element rules.
837I (Institutional) claim file generation for Rhode Island Medicaid, following RI-specific segment/data element rules.
Billing configuration support to set up a new clearinghouse/payer profile for “RI Medicaid” with RI-required identifiers (e.g., payer ID / receiver ID), while keeping the setup flow consistent with existing EDI profiles.
Customer / Agency Impact
Agencies billing Rhode Island Medicaid can now generate compliant EDI claim files directly through CareSmartz360, enabling smoother submission and reconciliation workflows.
Enable Auto Posting of Visits for Sandata as an Aggregator
Overview
We have introduced automatic posting of Sandata EVV visits for agencies using Sandata as an aggregator. This reduces manual effort, improves timeliness of submissions, and helps prevent incorrect or duplicate postings.
What’s New
Office-wise auto-posting workflow
Auto-posting runs per eligible office, using the configured Sandata account for that office.
For each office, the system evaluates EVV visits based on the defined criteria and posts eligible visits to Sandata automatically.
24-hour rolling window logic (UTC)
The system fetches all visits from the last 24 hours based on Schedule Start Date.
Only visits whose status is Approved within the same 24-hour window are considered for auto-posting.
Eligibility checks before posting
Only visits that meet all of the following are auto-posted:
Not previously posted to Sandata.
No unresolved EVV exceptions.
Both client and caregiver are already posted to Sandata by the agency.
Required identifiers (e.g., State ID) are present and valid.
Visits failing any check are skipped from auto-posting to prevent bad or non-compliant data from being sent.
Validation for manual posting
When users attempt to post visits without auto-post enabled, validations are shown if configuration/data is incomplete, helping avoid incorrect submissions.
Benefits for Agencies
Reduced manual effort and faster Sandata submissions.
Lower risk of duplicate or invalid postings.
Better control and data quality through strict auto-post eligibility checks.
Eligibility Check Integration
Caresmartz360 is now integrated with PVerify as the vendor for doing eligibility checks for clients.
The User only must go to the payer’s profile and configure the Payer codes under the Payer’s profile -> Main tab.
Once the payer codes are defined, the user can go to the Eligibility Check tab under the Payer’s profile itself.
Upon landing, the user can select single or multiple clients they wish to do the eligibility check.
Once the “Check eligibility” button is hit, a background service will run & user will be notified via Bell icon.
Once the eligibility is done, a list of data will be populated for the user to see what status they are in.
Users will also be able to see the history of the same client if an eligibility check was run previously by any other user. It will be shown on the flyout.
Only the latest one will be shown on the grid; all the previously will be shown in the fly out.