Welcome to CareSmartz360

The CareSmartz360 onboarding program is a set of tools provided to you so that you can drive your site setup, training, and launch at your own pace.

Onboarding Checklist:

The Onboarding Checklist is a step-by-step guide to each task you’ll need to complete to get up and running with CareSmartz. From entering client & caregiver data to starting to use telephony and completing your first billing & payroll cycle from CareSmartz, the checklist is your roadmap to the tasks and resources you need to start using CareSmartz.

Personal Training Sessions:

One of our onboarding specialists will conduct dedicated training sessions for you. We recommend you schedule these sessions as you progress through your setup to gather key tips and ask questions regarding each stage of onboarding.

These sessions are designed to complement our prerecorded training videos to provide the knowledge you need to start using CareSmartz360.

Webinars:

We also provide recorded webinars for each module of the system. You can review these webinars at your convenience for as long as you use your CareSmartz software. The webinars are a great way to get best practices and see new features.

· Admin Settings

· Office Settings

· Client Profile Management

· Caregiver Profile Management

· Scheduling

· Billing and Accounts and Receivable

· Payroll

· Client and Caregiver Portals

Additionally, if you have questions you would like to ask, you can join one of our daily open-forum sessions.

MONDAYS

The Expert is In--Open Q&A forum

o 11:30 AM EST

o https://zoom.us/s/427373755

TUESDAYS

The Expert is In--Open Q&A forum

1:00 PM EST

https://zoom.us/j/92338786599

WEDNESDAYS

The Expert is In--Open Q&A forum

o 3:00 PM EST

o https://zoom.us/j/618531082

THURSDAYS

The Expert is In--Open Q&A forum

1:00 PM EST

https://zoom.us/j/92338786599

FRIDAYS

The Expert is In--Open Q&A forum

o 11:30 AM EST

o https://zoom.us/s/410055467

ONBOARDING CHECKLIST

Admin Settings

Agency Employees

Client

Caregiver

Scheduling

Email and Text Templates

Office Settings

Main Tab

Notifications

Alerts

Billing

Payroll

Rates

Holiday Rates

Portal Permissions

Add your clients

Add New/Edit

Assessment

Rates

Schedule

Billing/Outstanding

Invoices/Task/Compatibility/3 Dots

Add your Caregivers

Add New/Edit/HR

Skills and Requirements

Schedule

Available Shifts/Unavailability/

Key Documents/3 Dots

Manage your Scheduling

Scheduling Calendars

Scheduling Views

Manage your Billing, Payroll, and accounting

Invoicing

Payroll

Account/Payment Registers

Review what your clients and caregivers can see from their portals

Client Portal

Caregiver Portal

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