Getting Started
This section will help you getting started with Caresmartz360
By Ruby and 1 other2 authors51 articles
- MINIMUM SYSTEM REQUIREMENTS FOR OPTIMIZING CARESMARTZ360CareSmartz is a Saas platform for managing your business. These software programs have certain requirements to work well.
- Password RequirementsProtect your data with strong passwords and good security hygiene
- Webinar ScheduleJoin a live webinar to ask your questions
- Take a Tour of CareSmartz360An overview of how to navigate the platform and what you can find in each module
- Onboarding KitLinks to all the things you need to get started
- Self-Paced OnboardingWork through your Caresmartz360 Portal set up at a pace that works for you and your business.Training articles, video walkthroughs and live webinars are availble to support your journey.
- Login
- Navigate the Portal
- Using the Calendar IconUse the calendar icons to select a date range in Caresmartz360
- Office SettingsAn important early step in configuring your Caresmartz360 portal.
- Office Settings - Main TabWalk through the configuration available on the Main Tab of the Office Settings in Caresmartz360
- Office Settings - Alerts TabUnderstand and configure the Alerts tab in the Office Settings of your Caresmartz360 portal
- Office Settings - Notifications TabConfigure notification preferences for Admin and Agency users in Caresmartz360
- Office Settings - Payroll TabUnderstand and configure the Payroll Tab in the Offices Settings of your Caresmartz360 portal.
- Office Settings - Billing TabUnderstand and configure the Billing tab in the Office Settings of your Caresmartz360 portal.
- Office Settings - Rates TabUnderstand and configure the base rates in your Caresmartz360 portal
- Office Settings - Holidays TabUnderstand and configure the holidays your agency observes in Caresmartz360.
- Office Settings - Care Summary & Pre-ScreeningSet up the Care Summary Report, DMAS 90 and/or DMAS 97, and the pre-screening survey in Caresmartz360
- Bill and Pay Rates HierarchiesCaresmartz360 applies rates in a set order, learn more about how that works.
- Using the Self-Serve Data Migration ToolCaresmartz has made uploading your own standard data easy for you.
- DMAS 90A report that shows clock in/out, tasks completed, and both client and caregiver signatures
- Office v. TerritoryComparison of Offices vs Territories and their uses
- CareSmartz Academy--Caregiver Training
- TerritoriesWhy use a territory and how to set it up
- Automated Emails
- Client Alerts and NotificationsAutomatic alerts and notifications settings
- Caregiver Alerts and NotificationsAutomatic alerts and notifications settings
- Agency User Alerts and NotificationsAutomatic alerts and notifications settings
- CareSmartz Academy AccountingLinks to training videos and weekly webinar
- CareSmartz Academy Scheduling ModuleLinks to training videos and weekly webinar
- CareSmartz360 Academy Client/Caregiver/PayerLinks to training videos and weekly webinars
- CareSmartz Academy Admin SettingsLinks to training videos and weekly webinar
- CareSmartz360 Academy Office SettingsLinks to training videos and weekly webinar
- Alerts and Notifications Full ListAutomatic alerts and notifications settings
- Add a CaregiverA step by step guide to adding a caregiver directly into your Caresmartz360 portal
- Configure Client profile with Payer(s)
- Add a ScheduleAdd a one-time or infrequent visit in Caresmartz360
- Logout
- Reset BrowserAn important troubleshooting step to help with the performance of Caresmartz360
- Edit COVID PreScreening
- New Client & Caregiver ProfilesThe familiar legacy UI is being replaced with the improved versions after June 30, 2025
- Client Module - Clients - Client ListingSort and filter your clients for your workflow.
- Uploading and Managing Your Agency LogoThere are a number of places where you can put your branding on your Caresmartz360 portals
- Adding ClientsThere are several ways to enter clients into your Caresmartz360 portal
- Scheduling - Create Single and Recurring Schedules (Client-Based Scheduling)Create single and recurring schedules for clients in CareSmartz360 using the Client module. It also outlines key configuration options, scheduling behaviors, and system alerts to ensure accurate scheduling, billing, and…
- Requesting Additional Training & RetrainingThis article explains how to request additional training, what information we’ll ask for, and how we work with agencies to create the most effective learning experience possible.
- Create and Manage Master SchedulesMaster Schedules is a more flexible alternative to recurring schedules that are easier to build, edit, and manage.
- Publishing Master Schedules
- Managing SchedulesThis article explains how to view schedules, edit visits, cancel shifts, create open shifts, communicate with caregivers, and fill unstaffed visits.
- Time Tracking: Reviewing, Managing, and Approving VisitsThe Time Tracking module is the primary location for reviewing completed visits, monitoring caregiver clock-in and clock-out activity, validating visit data, and preparing visits for billing, payroll, and Electronic Visit…
- Self Directed Training CourseMove throught the training at your own pace in your own time