Shows data required to be reported under the Affordable Care Act, selected by month.

Shows the expiry dates of bill and pay rates by client, caregiver or other staff.

Shows details of all shifts marked as Cancelled by Caregiver within a specified date range.

Shows details of all shifts marked as Cancelled by Client within a specified date range.

Shows the care history (clock-in and out and task completion logs) for shifts within a specified date range. Can be filtered by client. There is also an option to bulk download multiple records at once. A zip file will be downloaded containing all individual care history reports.

Shows the average hours scheduled/completed for each caregiver within a specified date range. Shows an average for each week in the period, as well as an overall average for the whole period.

Shows the average hours scheduled/completed for each caregiver hired within a specified date range. Shows an average for each week in the period, as well as an overall average for the whole period.

Shows all clock-ins more than a specified number of minutes late within a specified date range. Can be grouped by client or caregiver.

Shows all payable mileage and travel time within a specified date range, grouped by caregiver, with totals for each caregiver.

Shows the caregiver notes for all shifts within a specified date range. Shift notes can be downloaded.

Shows the caregiver feedback to family for all shifts within a specified date range.

Shows caregiver hours grouped into regular, overtime and double overtime, within a specified date range. Includes totals for each.

Shows payable hours on shifts that have been approved but not billed, filtered by date range.

Shows hours for each schedule within a specified date range, grouped by caregiver.

Shows billable hours and billable amount for each client within a specified date range.

Shows all schedules within a specified date range, grouped by client. Includes scheduled times, status, payer, bill and pay details and notes.

Shows schedules that have not been completed, filtered by client and date range.

Shows all schedules within a specified date range, including bill and pay rates and totals.

Shows all clients with no shifts scheduled in the future.

Shows all schedules with a clock-in or clock-out note within a specified date range, grouped by caregiver.

Shows all deleted shifts within a specified date range, grouped by client.

Shows details of all caregiver injuries within a specified date range.

Shows all missed clock-ins and clock-outs within a specified date range, grouped by caregiver.

Shows all open shifts within a specified date range.

Shows all payable hours for both caregivers and other staff within a specified date range.

Shows all caregiver responses to the COVID-19 pre-screening module, filtered by date range.

Shows all caregiver responses to the COVID-19 pre-screening module, filtered by date range. Can be filtered to show only adverse responses. Caregiver notes for each response can be viewed.

Shows all recurring schedules due to end within a specified date range.

Yearly, some diagnosis codes are changed, and you will need to make changes in your client profiles to reflect the updated codes. CareSmartz will notify you when the changes have been made, and you can then use this report to see if you have any codes that need to be updated.

Shows the billing (unbilled, billed or partially billed) and pay (paid or not paid) status for all approved schedules within a specified date range.

Shows the pay status (paid or not paid) for all approved schedules within a specified date range.

Shows all schedules with family feedback within a specified date range.

Shows all schedules within a specified date range. Can be filtered by client and/or caregiver.

Shows all schedules clocked in or out via telephony within a specified date range.

Shows the scheduled hours, billed hours and the difference between the two for all shifts within a specified date range.

Shows caregiver-related details of all schedules within a specified date range, grouped by caregiver.

Shows payer-related details of all schedules within a specified date range, grouped by client.

Shows all shifts with the status Cancelled by Client, Cancelled by Caregiver or Unapproved within a specified date range.

Shows all shifts offered to caregivers but declined. Filtered by date range.

Shows amount of sick leave earned and used by each caregiver within a chosen year.

Shows listing and status of all tasks on schedules covered by a particular invoice. Filtered by invoice number.

Shows all schedules within a specified date range, filtered by status. Can be used to review telephony clock-ins and outs.

Shows all schedules within a specified date range, filtered by status and/or billing status and grouped by caregiver. Can be used to review telephony clock-ins and outs.

Shows all schedules within a specified date range, filtered by status and/or billing status and grouped by client. Can be used to review telephony clock-ins and outs.

Shows approved shifts within a specified date range, with the total hours recorded on each.

Shows approved shifts within a specified date range, with the total hours recorded on each, grouped by client.

Shows all unidentified telephony clock-in or outs within a specified date range.

Shows all schedules (excluding cancelled or unapproved schedules) within a specifed date range, including scheduled and actual hours and a total for each, grouped by caregiver.

Shows a schedule for a specified date range, grouped by caregiver. Can be filtered by caregiver.

Shows a schedule for a specified date range, grouped by client. Can be filtered by client and whether shifts are assigned or open.