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.