Admin
By Ruby and 3 others4 authors22 articles
- Life Cycle of a Service Type
- Add a Compliance Type
- Add option to hide "Race" field
- Add Admin UserAdd decision making users to help you manage your Caresmartz360 portal
- Add Office StaffAdd agency users to your Caresmartz360 portal to help you run your business.
- Create Custom RolesControl the portal access for each Role Type via Role Customization
- Account activation: the link has expired.
- I am unable to reset my password: current password incorrect.
- Schedule conflict: how to ignore
- Email Templates Description
- Tasks and Communications
- Flat Rate Schedule
- Create SMS Templates
- Configure Automated SMS Service
- Add Tax on Client Invoices
- Password Reset
- Holiday Rates for billing and payroll
- Customizing Skill Codes
- Facility Staffing - Getting StartedHow to enable and configure the Facility Staffing Module in your Caresmartz360 portal
- Add and Configure Service TypesManage the Services you offer in Caresmartz360
- Configure Client Profile Options & AssessmentThis article explains how to configure Client Profile settings in the CareSmartz360 Admin portal before adding client records. Proper setup ensures your agency captures the right data from the start…
- Configure Caregiver Profile OptionsConfigure Caregiver Profile settings in the CareSmartz360 Admin portal before onboarding caregivers. Proper configuration ensures accurate tracking of caregiver qualifications, compliance, and compatibility with client needs.