The CareSmartz360 platform contains a lot of information and features, and it can seem a little daunting at first. This article will help you to find your way around the platform and give you a guide to what can be found in each module, as well as giving you links to more information on each section.


Menus

There are two menus you can use to navigate around CareSmartz360. The menu at the top right of screen will allow you to access information that is directly relevant to you.

The information found here includes:

· Getting started checklist

· Your personal calendar

· Address Book

· Your notifications

· Settings menu

You can also use the question mark icon to access the Help Center or email our Support team. Clicking your username allows you to access your profile or log out.

The CareSmartz360 main menu is found in the blue strip at the left of screen. This menu can be expanded or collapsed, depending on how much information you need to see. If it is expanded (left) you will see the name of each module, if it is collapsed (right), you will just see the icon.

When you mouse over these icons, they will show a drop-down menu that will take you to different parts of each module.


Dashboard

The first option in the main menu is the Dashboard. This is also where you will be taken to when you log in to CareSmartz360. The dashboard shows helpful graphs and reports to give you a quick overview of your agency's activity. You can customize the Dashboard to reflect your business needs.

Each widget in the Dashboard can take you to a report or part of another module that will show you more in-depth information.

More information:


Clients

When you mouse over the Clients icon in the main menu, you will be able to access your Clients, Payers and Prospective Clients.

Clicking on any of these options will take you to a page showing all people in that category.

From here you will be able to open the profiles of your clients, payers or prospective clients and also add new records to that category.

More information:


Caregivers

When you mouse over the Clients icon in the main menu, you will be able to access your Caregivers, Other Staff and Caregiver Applicants, as well as the Care Coordinator Dashboard.

Clicking Caregivers, Other Staff or Caregiver Applicants will take you to a list showing all people in that category.

From here you will be able to open the profiles of your caregivers, other staff or caregiver applicants and also add new records to that category.

Clicking on Care Coordinator Dashboard will take you to a page that will show tasks associated with clients linked to each care coordinator.

More information:


Scheduling

When you mouse over the Scheduling icon, you will see an extensive menu, which is divided into two sections.

The Scheduling section will take you to areas and features that relate to creating and editing schedules, while the Time Tracking section will take you to areas and features related to reviewing and approving completed shifts prior to billing and payroll.

The key area in the Scheduling section is the Schedule Calendar. This will show you a weekly overview of your shifts, which you can group either by Client or Caregiver. You can filter the calendar to only show certain people, and you can also add new shifts or edit existing shifts from this page.

The other options under this heading will allow you to manage your shifts, quickly create new shifts, match clients with qualified caregivers and complete other actions relating to scheduling.

The key section under the Time Tracking heading is the Views page. This will allow you to review your completed shifts and approve them for billing and payroll.

The other options under this heading will allow you to review communications sent from the CareSmartz360 platform and other information captured from the caregiver app.

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Accounting

Mousing over the Accounting icon will open a menu that allows you to create and review both your billing and payroll.

The Billing section is where you can go to convert your completed and approved shifts into invoices.

The Payroll section allows you to generate payroll from your completed and approved shifts.

The other options in the menu will allow you to access accounts and payments registers, as well as set up an integration to QuickBooks.

More information:


Training

From the Training icon you can access the LMS feature, which allows you to upload training modules for your staff to complete.

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Reports

The Reports icon will allow you to access CareSmartz360's extensive range of reports. These are grouped in six categories:

· Client

· Caregiver

· Scheduling

· CRM

· Accounting

· EVV

Clicking any of these options will take you to a page that will allow you to access and run all reports in that category.

Because CareSmartz360 offers such a large range of reports, it can sometimes be tricky to find the one you want. Clicking the star icon next to any report will add it to your favorites. You can use the Favorite Reports option in the menu to access just those reports, making it easier to find the report you need.

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Settings

Clicking the cog icon from the top of screen menu will take you to your portal settings.

This will take you to a menu allowing access to the most commonly-used settings. The See All Settings button at the bottom of the page will give you access to every settings option.

The Settings are grouped into two areas: Office Settings, which control how your agency itself is set up, and Admin Settings which control how your CareSmartz360 portal is set up.

More information:

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