Getting Started

This section will help you getting started with Caresmartz360

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32 articles in this collection
Written by Ruby Mehta and Kate Lewis

MINIMUM SYSTEM REQUIREMENTS FOR OPTIMIZING CARESMARTZ360

CareSmartz is a Saas platform for managing your business. These software programs have certain requirements to work well.
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Written by Kate Lewis
Updated over a week ago

Territories

Why use a territory and how to set it up
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Written by Kate Lewis
Updated over a week ago

Office Settings>Notifications Article

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Written by Kate Lewis
Updated over a week ago

Office Settings>Alerts Article

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Written by Kate Lewis
Updated over a week ago

Office Settings>Main Tab Article

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Written by Kate Lewis
Updated over a week ago

Office Settings>Payroll Article

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Written by Kate Lewis
Updated over a week ago

DMAS 90

A report that shows clock in/out, tasks completed, and both client and caregiver signatures
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Written by Kate Lewis
Updated over a week ago

Office v. Territory

Comparison of Offices vs Territories and their uses
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Written by Kate Lewis
Updated over a week ago

Automated Emails

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Written by Kate Lewis
Updated over a week ago

Client Alerts and Notifications

Automatic alerts and notifications settings
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Written by Kate Lewis
Updated over a week ago

Caregiver Alerts and Notifications

Automatic alerts and notifications settings
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Written by Kate Lewis
Updated over a week ago

Agency User Alerts and Notifications

Automatic alerts and notifications settings
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Written by Kate Lewis
Updated over a week ago

Take a Tour of CareSmartz360

An overview of how to navigate the platform and what you can find in each module
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Written by Kate Lewis
Updated over a week ago

CareSmartz Academy--Caregiver Training

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Written by Kate Lewis
Updated over a week ago

CareSmartz Academy Accounting

Links to training videos and weekly webinar
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Written by Kate Lewis
Updated over a week ago

CareSmartz Academy Scheduling Module

Links to training videos and weekly webinar
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Written by Kate Lewis
Updated over a week ago

CareSmartz360 Academy Client/Caregiver/Payer

Links to training videos and weekly webinars
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Written by Kate Lewis
Updated over a week ago

CareSmartz Academy Admin Settings

Links to training videos and weekly webinar
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Written by Kate Lewis
Updated over a week ago

CareSmartz Academy Office Settings

Links to training videos and weekly webinar
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Written by Kate Lewis
Updated over a week ago

Webinar Schedule

Join a live webinar to ask your questions
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Written by Kate Lewis
Updated over a week ago

Onboarding Kit

Document with links to all the things you need to get started
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Written by Kate Lewis
Updated over a week ago

Alerts and Notifications Full List

Automatic alerts and notifications settings
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Written by Kate Lewis
Updated over a week ago

Login

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Written by Ruby Mehta
Updated over a week ago

Office Settings

Learn How to configure Office Settings
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Written by Kate Lewis
Updated over a week ago

Add Agency Users

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Written by Ruby Mehta
Updated over a week ago

Add a Client

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Written by Ruby Mehta
Updated over a week ago

Add a Caregiver

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Written by Ruby Mehta
Updated over a week ago

Add Agency Staff

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Written by Ruby Mehta
Updated over a week ago

Configure Client profile with Payer(s)

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Written by Ruby Mehta
Updated over a week ago

Add a Schedule

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Written by Ruby Mehta
Updated over a week ago

Navigate the Portal

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Written by Ruby Mehta
Updated over a week ago

Logout

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Written by Ruby Mehta
Updated over a week ago