Go to CareSmartz
All Collections
Training Videos

Training Videos

J K
38 articles in this collection
Written by Jeff and Kate Lewis
Office Settings

Office Settings Main Tab Video

K
Written by Kate Lewis
Updated over a week ago

Office Settings>Notifications Video

Office Settings Notifications
J
Written by Jeff
Updated over a week ago

Office Settings>Alerts Video

J
Written by Jeff
Updated over a week ago

Office Settings Billing

Office Settings Billing
J
Written by Jeff
Updated over a week ago

Office Settings Payroll Video

Office Settings Payroll
J
Written by Jeff
Updated over a week ago

Office Settings Managing Bill and Pay Rates

Office Settings Managing Pay Rates
J
Written by Jeff
Updated over a week ago

Time and Mileage

Time and Mileage
J
Written by Jeff
Updated over a week ago

Office Settings>Holiday Rate Video

Office Settings Holiday Rate Settings
J
Written by Jeff
Updated over a week ago

Office Settings Portal Permissions

Office Settings Portal Permissions
J
Written by Jeff
Updated over a week ago
Administrative Settings

Admin Setting Agency User

Admin Setting Agency User
J
Written by Jeff
Updated over a week ago

Admin Setting Client

Admin Setting Client
J
Written by Jeff
Updated over a week ago

Admin Settings Assessment Fields

Admin Settings Assessment Fields
J
Written by Jeff
Updated over a week ago

Admin Setting Caregiver

Admin Setting Caregiver
J
Written by Jeff
Updated over a week ago

Admin Setting Scheduling

Admin Setting Scheduling
J
Written by Jeff
Updated over a week ago

Admin Setting Text And Email Template

Admin Setting Text And Email Template
J
Written by Jeff
Updated over a week ago
Client Management

Client add and edit

Client add and edit
J
Written by Jeff
Updated over a week ago

Client Assessment

Client Assessment
J
Written by Jeff
Updated over a week ago

Payer set up and assignment

Payer set up and assignment
J
Written by Jeff
Updated over a week ago

Client Rates

Client Rates
J
Written by Jeff
Updated over a week ago

Client Schedule

J
Written by Jeff
Updated over a week ago

Client last tab

Client last tab
J
Written by Jeff
Updated over a week ago
Caregiver Management

Caregiver Initial Registration Video

K
Written by Kate Lewis
Updated over a week ago

Caregiver Add Edit and HR

Caregiver Add Edit and HR
J
Written by Jeff
Updated over a week ago

Caregiver Skills and Requirements

Caregiver Skills and Requirements
J
Written by Jeff
Updated over a week ago

Caregiver Final Tabs

Caregiver Final Tabs
J
Written by Jeff
Updated over a week ago

Caregiver Schedule

Caregiver Schedule
J
Written by Jeff
Updated over a week ago
Scheduling

Territories

Territories
J
Written by Jeff
Updated over a week ago

Master Schedule

Master Schedule
J
Written by Jeff
Updated over a week ago

Calendar Management

Calendar Management
J
Written by Jeff
Updated over a week ago

Scheduling Part 1

Scheduling Part 1
J
Written by Jeff
Updated over a week ago

Scheduling Part 2

Scheduling Part 2
J
Written by Jeff
Updated over a week ago
Accounting

837 P (clearinghouses)

837 P
J
Written by Jeff
Updated over a week ago

837 I (clearinghouses)

837 I
J
Written by Jeff
Updated over a week ago

Accounting Account Register and Payment Registers

Accounting Account Register and Payment Registers
J
Written by Jeff
Updated over a week ago

Accounting Payroll

Accounting Payroll
J
Written by Jeff
Updated over a week ago

Accounting Invoicing

Accounting Invoicing
J
Written by Jeff
Updated over a week ago
Portal Settings

Client Portal>Video

Client Portal
J
Written by Jeff
Updated over a week ago

Caregiver Portal

Caregiver Portal
J
Written by Jeff
Updated over a week ago