Frequently Asked Questions
Still not sure and stuck somewhere, click here to view some frequently asked questions
By Ruby and 5 others6 authors58 articles
- Glossary of TermsCommon terms and their meanings within Caresmartz360
- Flow ChartsLinks to all our Flow Chart Help Guides
- CareSmartz Billing PolicyUnderstand how your Caresmartz360 bill is calculated and invoiced.
- Client/Caregiver CompatibilityMark a caregiver as "favorite" or "do not send"
- How rounding works in CareSmartz360
- SMS Rates
- Edit an authorization
- Editing ID NumbersEntering your unique ID numbers for clients and Caregivers
- How to Update the CareSmartz360+ Caregiver Mobile App & Apply Code Push (CareSmartz360+)This article explains how caregivers can update the CareSmartz360+ mobile app and apply the latest Code Push update to ensure smooth performance.
- Mobile Device Location Services
- Add a Service Type from Start to FinishThere are several steps to complete the set up of a new Service Type
- Out of Range for Clock In/Outwhat can my caregiver do to resolve out of range errors?
- Authorizations GraphicA flow chart for how to create authorizations
- Authorizations from Start to Finish
- What phones are compatible with CareSmartz360 app?
- How do I access Master Schedules?
- Why does my caregiver get a "not within range" alert on the mobile app when he has tried it inside and outside of the house?
- Why don't the questions that I manually added in the application show up?
- Why can't my caregiver add an unavailability for her vacation?
- How do I print out all the tasks that were completed for a client for a specific time period?
- What is my agency IVR phone number?
- Where do I set the "delivery method" for invoices?
- How do I see when a staff attempted to dial the telephony but was not successful at clocking in?
- How do we put a schedule in the system for an orientation, and how do we do a pay rate for that?
- Agency IDWhat is the agency ID, and where can I find it?
- Change the "bill to" addressClient recently moved and we updated their main page, but the invoice still has their old address under "Bill To".
- Temporary Password Problem"temp password" does not match
- Authorizations not reflecting scheduled shiftsAuthorizations show on schedule view, but shifts aren't reflected in the allotted authorized hours even though they have received services.
- CareSmartz won't let me enter the city nameclient/caregiver profile address
- Why does the caregiver calendar still show shifts after I made the client inactive?
- Why didn't my caregiver's IVR clock in/out register?
- Resend Initial Registration Emailcaregiver deleted the registration email
- Family Feedback from the Client PortalHow clients and their family members can provide feedback regarding the services performed.
- Assessment Tab isn't in the Client Profile
- Open Shifts vs. Available shiftsThe difference between open and available shifts
- The Assessment/Tasks are not appearing in the Mobile AppCaregivers who are at the client home can't see the tasks for the day
- Text messages not being received
- Caregivers unable to clock-in/clock-outclock-in/clock -out, mobile app
- How Do I "Complete" an Assessment?
- Is there any limit to the number of schedules that can be made for a client?
- Delete a duplicate deposit
- Unable to change the Week Start Day and Time under Payroll
- Unable to attach an unidentified call to a schedule
- I clicked on a schedule and it does not open.
- Invoice: reflects $0 on a schedule
- What happens if I terminate a caregiver?
- Schedules are not visible on the calendar.
- Refund an over charge on an invoice
- Change billing parameters: time, rates etc.
- Delete a caregiver.
- Add a Payer for a client.
- Assessment: look at completed assessment
- Agency logo on invoices
- Link multiple clients in the same schedule/invoice.
- I want to enter the same phone number for a couple who needs care in the same house.
- Password change for a user (caregiver/client/agency user).
- Bulk Share Key DocumentsHow to share and unshare key documents in bulk with client and caregiver
- Caregiver App Troubleshooting (Android): Location, Permissions & Required Items