Reports

A Guide to the Reporting Section of your Portal

K

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.

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.

Written by Kate Lewis
Updated over a week ago

CRM Reports

What information does each report contain?

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?

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?

Written by Kate Lewis
Updated over a week ago

Reporting - Full List

A full list of all standard reports within Caresmartz360

Written by Kate Lewis
Updated over a week ago

Scheduling Reports

What data will I see in each report?

Written by Kate Lewis
Updated over a week ago

Accounting Reports

What data will I see in each report?

Written by Kate Lewis
Updated over a week ago

Client Reports

What data will I see in each report?

Written by Kate Lewis
Updated over a week ago

Client Reports

Client Contact List Report

How to use this report

Written by Kate Lewis
Updated over a week ago

Client Completed Assessments Report

How to use this report

Written by Kate Lewis
Updated over a week ago

Client Community Relationships Report

How to use this report

Written by Kate Lewis
Updated over a week ago

Client Caregiver Relationship Report

How to use this report

Written by Kate Lewis
Updated over a week ago

Client Bill Rates Report

How to use this report

Written by Kate Lewis
Updated over a week ago

Client Authorization Expiration Report

How to use this report

Written by Kate Lewis
Updated over a week ago

Birthday/Anniversary Report

How to use this report

Written by Kate Lewis
Updated over a week ago