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Reports
A Guide to the Reporting Section of your Portal
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19 articles in this collection
Written by
Tarini Sharma
and
Kate Lewis
AI - Artifical Intelligence - Sales Forecasting
Unleash the potential of Artificial Intelligence to help you be a leader in the Home Care Industry.
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Written by
Kate Lewis
Updated over a week ago
AI - Artificial Intelligence - Caregiver Churn
Unleash the potential of Artificial Intelligence to help you be a leader in the Home Care Industry.
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Written by
Kate Lewis
Updated over a week ago
CRM Reports
What information does each report contain?
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Written by
Kate Lewis
Updated over a week ago
Recent Reports
You can track the last report opened in system.
Written by
Tarini Sharma
Updated over a week ago
Filter Reports With Client Type
Reports which can be useful if you want to fetch the data as per Client type details.
Written by
Tarini Sharma
Updated over a week ago
EVV Reports
What data will I see in each report and which report should I use to post my EVV data?
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Written by
Kate Lewis
Updated over a week ago
Favorite Reports
You can keep your most used reports separate under Favorite Reports
Written by
Tarini Sharma
Updated over a week ago
Caregiver Reports
What data will I see in each report?
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Written by
Kate Lewis
Updated over a week ago
Reporting - Full List
A full list of all standard reports within Caresmartz360
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Written by
Kate Lewis
Updated over a week ago
Scheduling Reports
What data will I see in each report?
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Written by
Kate Lewis
Updated over a week ago
Accounting Reports
What data will I see in each report?
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Written by
Kate Lewis
Updated over a week ago
Client Reports
What data will I see in each report?
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Written by
Kate Lewis
Updated over a week ago
Client Reports
Client Contact List Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago
Client Completed Assessments Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago
Client Community Relationships Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago
Client Caregiver Relationship Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago
Client Bill Rates Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago
Client Authorization Expiration Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago
Birthday/Anniversary Report
How to use this report
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Written by
Kate Lewis
Updated over a week ago