Reports

A Guide to the Reporting Section of your Portal

Tarini Sharma avatar 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.
K
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.
K
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.
Tarini Sharma avatar
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.
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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
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Written by Tarini Sharma
Updated over a week ago

Caregiver Reports

What data will I see in each report?
K
Written by Kate Lewis
Updated over a week ago

Reporting - Full List

A full list of all standard reports within Caresmartz360
K
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?
K
Written by Kate Lewis
Updated over a week ago