There are many events that happen in CareSmartz that can trigger the system to automatically notify someone. If you are receiving notifications that you didn't expect, or you are not receiving notifications you did expect, you can alter the settings. This is a full list of all alerts and notifications.

To see just those that go to caregivers, click HERE

To see just those that go to Clients, click HERE

To see just those that go to Agency Users, click HERE

To see emails (not alert or notifications) that are sent automatically, click HERE

Caregiver hired

Email

Agency users

Office Settings> Notifications tab

Caregiver hired

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Caregiver Injury

Email

Agency users

Office Settings> Notifications tab

Caregiver Injury

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Caregiver Upcoming Shift

SMS

Caregiver

Admin Settings> Configuration> Configure SMS Services

Care plan update

Email

Caregiver

Office Settings> Main Tab

Care plan update

SMS

Caregiver

Admin Settings> Configuration> Configure SMS Services

Client Authorization expiring

Email

Agency users

Office Settings> Notifications tab

Client Authorization expiring

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Client Feedback

Email

Agency users

Office Settings> Notifications tab

Client Feedback

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Client Open Shift

SMS

Caregivers

Admin Settings> Configuration>Configure SMS Services

Clients with no future schedules

Email

Agency users

Office Settings> Notifications tab

Clients with no future schedules

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Completed Clock out

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Compliance Expiration

Email

Caregiver

Office Settings> Main Tab

Compliance Expiration

SMS

Caregiver/Agency User

Admin Settings> Configuration> Configure SMS Services

Compliance Expiration

Email

Agency users

Office Settings>Notifications tab

Invoice Due (overdue)

SMS

Payer/Client/ Em Contact

Admin Settings>Configuration>Configure SMS Services

Invoice Generation SMS to Payer

SMS

Payer

Admin Settings>Configuration>Configure SMS Services

Meeting Reminder

SMS

Caregiver

Admin Settings> Configuration> Configure SMS Services

Meeting Reminder

Email

Caregiver

Office Settings>Main Tab

Missed Check in/Out

Email

Agency users

Office Settings>Notifications tab

Missed Clock In

Email

Caregiver

Office Settings>Main tab

Missed Clock In

Email

Agency users

Office Settings>Notifications tab

Missed Clock In

SMS

Caregiver/agency

Admin Settings>Configuration>Configure SMS Services

Missed Clock out

SMS

Caregiver

Admin Settings>Configuration>Configure SMS Services

New Prospective Client

Email

Agency users

Office Settings> Notifications tab

New Prospective Client

SMS

Agency Users

Admin Settings> Configuration> Configure SMS Services

Payment Received

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Recurrence Change

Email

Agency users

Office Settings> Notifications tab

Schedule Creation

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Schedule Reminder to Caregiver

Email

Caregiver

Office Settings>Main Tab

Schedule Reminder to Caregiver

SMS

Caregiver

Admin Settings>Configuration>Configure SMS Services

Schedule Reminder SMS to Client

SMS

Client

Office Settings>Main Tab

Schedule Requests

Email

Agency users

Office Settings>Notifications tab

Shift Confirmation required from Caregiver

Email

Caregiver

Office Settings>Main Tab

Shift Confirmation required from Caregiver

SMS

Caregiver

Admin Settings>Configuration>Configure SMS Services

SMS Replies

Email

Agency users

Office Settings>Notifications tab

Successful Clock in/out

Email

Agency users

Office Settings> Notifications tab

Successful Clock in/out

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Telephony Notes

SMS

Caregiver

Admin Settings> Configuration> Configure SMS Services

Time Tracking ID Change

SMS

Caregiver

Admin Settings> Configuration> Configure SMS Services

Unidentified Check in/Out

Email

Agency users

Office Settings>Notifications tab

Unidentified Clock in/out

SMS

Agency users

Admin Settings>Configuration>Configure SMS Services

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