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Getting Started
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
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
Written by
Ruby Mehta
Updated over a week ago
Add a Client
Written by
Ruby Mehta
Updated over a week ago
Add a Caregiver
Written by
Ruby Mehta
Updated over a week ago
Add Agency Staff
Written by
Ruby Mehta
Updated over a week ago
Configure Client profile with Payer(s)
Written by
Ruby Mehta
Updated over a week ago
Add a Schedule
Written by
Ruby Mehta
Updated over a week ago
Navigate the Portal
Written by
Ruby Mehta
Updated over a week ago
Logout
Written by
Ruby Mehta
Updated over a week ago