At CareSmartz360, we understand that training needs can evolve over time.
Whether your agency is growing, bringing on new staff, expanding services, or revisiting workflows after go-live, our team is here to help you continue building confidence with the platform.
n.b. Additional guided retraining sessions are considered billable services and must be paid in advance. Scheduled sessions cancelled with less than 24 hours’ notice, or missed sessions, are non-refundable.
Before Requesting Additional Training
Many agencies find that existing training resources can quickly answer questions or help new staff get up to speed.
Before requesting guided retraining sessions, we recommend:
Reviewing your onboarding session recordings available in your Portal Library
Completing any remaining onboarding checklist items
Attending live daily webinars hosted by our Implementation Team
Reviewing Help Center articles and workflow guides
These resources are available to help your team learn at your own pace and revisit topics as needed.
When Additional Training May Be Helpful
You may benefit from additional training if your agency is:
Hiring new office staff
Expanding into new payer programs or services
Refining workflows after implementation
Returning to implementation after a delay
Experiencing operational or workflow challenges
Looking for role-specific training for schedulers, billing staff, clinical users, or administrators
Information We’ll Ask For
To ensure training is tailored to your agency’s needs, our team will ask a few questions before scheduling sessions.
What Would You Like Help With?
Please share the specific workflows, features, or processes you’d like to review.
Examples may include:
Scheduling
EVV workflows
Billing and payroll
Client intake
Caregiver management
Clinical documentation
Reporting
Office settings and configuration
The more specific you can be, the more effective the training session will be.
Who Will Attend?
Please provide:
Names of attendees
Email addresses
Job roles or responsibilities
This helps us customize training based on each user’s role within the platform.
Have You Reviewed Existing Training Resources?
To help avoid repeating information already covered during onboarding, we may ask whether:
Your team has reviewed onboarding recordings
New staff have completed onboarding materials
Users have attended live webinars
Existing Help Center resources have been reviewed
In many cases, these resources can provide immediate answers while additional training is being planned.
What Format Works Best for Your Team?
We can help determine the best learning approach for your agency, including:
Live guided sessions
Self-paced recorded resources
A combination of both
Training for New Staff
If your agency has hired new team members after implementation, we encourage them to:
Review onboarding recordings in the Portal Library
Attend live webinars
Complete onboarding checklists and training materials
Additional guided training may then be scheduled for workflow-specific questions or advanced topics.
n.b. Additional guided retraining sessions are considered billable services and must be paid in advance. Scheduled sessions cancelled with less than 24 hours’ notice, or missed sessions, are non-refundable.
Daily Live Webinars
For general workflow questions and refresher training, agencies are always welcome to attend our live webinars hosted Monday through Friday by an Implementation Specialist.
These sessions are a great opportunity to:
Ask questions in real time
Review common workflows
Learn best practices
Explore platform functionality with other agencies
Ready to Request Additional Training?
If you would like to proceed with additional training, please contact the Onboarding Team at onboarding@caresmartz360.com with the names and email addresses of all participants, along with the requested training topics and scope. Our team will review your request and provide an estimated number of sessions, pricing details, and payment instructions prior to scheduling. Please note that training sessions are subject to specialist availability and may book more than one week in advance.
Contacting Support
If you need assistance, you can always reach out to Caresmartz360 Support using the Chat feature located in the lower-left corner of your portal.
Our teams are happy to work with you to identify the best next steps and ensure your organization gets the most value from the platform.