Frequently Asked Questions

Glossary of Terms

Common terms and their meanings within Caresmartz360

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Written by Kate Lewis
Updated over a week ago

Flow Charts

Links to all our Flow Chart Help Guides

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Written by Kate Lewis
Updated over a week ago

CareSmartz Billing Policy

When the CareSmartz360 billing department reviews the usage of the agency to determine how much to bill, this is what they consider.

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Written by Kate Lewis
Updated over a week ago

Client/Caregiver Compatibility

Mark a caregiver as "favorite" or "do not send"

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Written by Kate Lewis
Updated over a week ago

How rounding works in CareSmartz360

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Written by Kate Lewis
Updated over a week ago

SMS Rates

Written by Tarini Sharma
Updated over a week ago

Edit an authorization

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Written by Kate Lewis
Updated over a week ago

Editing ID Numbers

Entering your unique ID numbers for clients and Caregivers

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Written by Kate Lewis
Updated over a week ago

Update your Mobile App to the Latest Version

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Written by Kate Lewis
Updated over a week ago

Mobile Device Location Services

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Written by Kate Lewis
Updated over a week ago

Add a Service Type from Start to Finish

There are several steps to complete the set up of a new Service Type

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Written by Kate Lewis
Updated over a week ago

Out of Range for Clock In/Out

what can my caregiver do to resolve out of range errors?

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Written by Kate Lewis
Updated over a week ago

Authorizations Graphic

A flow chart for how to create authorizations

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Written by Kate Lewis
Updated over a week ago

Authorizations from Start to Finish

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Written by Kate Lewis
Updated over a week ago

What phones are compatible with CareSmartz360 app?

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Written by Kate Lewis
Updated over a week ago

How do I access Master Schedules?

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Written by Kate Lewis
Updated over a week ago

Why does my caregiver get a "not within range" alert on the mobile app when he has tried it inside and outside of the house?

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Written by Kate Lewis
Updated over a week ago

Why don't the questions that I manually added in the application show up?

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Written by Kate Lewis
Updated over a week ago

Why can't my caregiver add an unavailability for her vacation?

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Written by Kate Lewis
Updated over a week ago

How do I print out all the tasks that were completed for a client for a specific time period?

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Written by Kate Lewis
Updated over a week ago

What is my agency IVR phone number?

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Written by Kate Lewis
Updated over a week ago

Where do I set the "delivery method" for invoices?

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Written by Kate Lewis
Updated over a week ago

How do I see when a staff attempted to dial the telephony but was not successful at clocking in?

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Written by Kate Lewis
Updated over a week ago

How do we put a schedule in the system for an orientation, and how do we do a pay rate for that?

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Written by Kate Lewis
Updated over a week ago

Agency ID

What is the agency ID, and where can I find it?

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Written by Kate Lewis
Updated over a week ago

Change the "bill to" address

Client recently moved and we updated their main page, but the invoice still has their old address under "Bill To".

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Written by Kate Lewis
Updated over a week ago

Temporary Password Problem

"temp password" does not match

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Written by Kate Lewis
Updated over a week ago

Authorizations not reflecting scheduled shifts

Authorizations show on schedule view, but shifts aren't reflected in the allotted authorized hours even though they have received services.

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Written by Kate Lewis
Updated over a week ago

CareSmartz won't let me enter the city name

client/caregiver profile address

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Written by Kate Lewis
Updated over a week ago

Why does the caregiver calendar still show shifts after I made the client inactive?

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Written by Kate Lewis
Updated over a week ago

Why didn't my caregiver's IVR clock in/out register?

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Written by Kate Lewis
Updated over a week ago

Resend Initial Registration Email

caregiver deleted the registration email

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Written by Kate Lewis
Updated over a week ago

Family Feedback from the Client Portal

How clients and their family members can provide feedback regarding the services performed.

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Written by Kate Lewis
Updated over a week ago

Assessment Tab isn't in the Client Profile

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Written by Kate Lewis
Updated over a week ago

Open Shifts vs. Available shifts

The difference between open and available shifts

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Written by Kate Lewis
Updated over a week ago

The Assessment/Tasks are not appearing in the Mobile App

Caregivers who are at the client home can't see the tasks for the day

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Written by Kate Lewis
Updated over a week ago

Text messages not being received

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Written by Jeff
Updated over a week ago

Caregivers unable to clock-in/clock-out

clock-in/clock -out, mobile app

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Written by Jeff
Updated over a week ago

How Do I "Complete" an Assessment?

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Written by Kate Lewis
Updated over a week ago

Is there any limit to the number of schedules that can be made for a client?

Written by Ruby Mehta
Updated over a week ago

Delete a duplicate deposit

Written by Ruby Mehta
Updated over a week ago

Unable to change the Week Start Day and Time under Payroll

Written by Ruby Mehta
Updated over a week ago

Unable to attach an unidentified call to a schedule

Written by Ruby Mehta
Updated over a week ago

I clicked on a schedule and it does not open.

Written by Ruby Mehta
Updated over a week ago

Invoice: reflects $0 on a schedule

Written by Ruby Mehta
Updated over a week ago

What happens if I terminate a caregiver?

Written by Ruby Mehta
Updated over a week ago

Schedules are not visible on the calendar.

Written by Ruby Mehta
Updated over a week ago

Refund an over charge on an invoice

Written by Ruby Mehta
Updated over a week ago

Change billing parameters: time, rates etc.

Written by Ruby Mehta
Updated over a week ago

Delete a caregiver.

Written by Ruby Mehta
Updated over a week ago

Add a Payer for a client.

Written by Ruby Mehta
Updated over a week ago

Assessment: Update/edit

Written by Ruby Mehta
Updated over a week ago

Assessment: look at completed assessment

Written by Ruby Mehta
Updated over a week ago

Agency logo on invoices

Written by Ruby Mehta
Updated over a week ago

Link multiple clients in the same schedule/invoice.

Written by Ruby Mehta
Updated over a week ago

I want to enter the same phone number for a couple who needs care in the same house.

Written by Ruby Mehta
Updated over a week ago

Password change for a user (caregiver/client/agency user).

Written by Ruby Mehta
Updated over a week ago