NOTE: Not all features are immediately available to all agency users. You should always go to Admin Settings and update the permissions for your agency users at the time of a new feature release if required for that feature.
1. QuickBooks - Global Payment Sync
You will now have the ability to sync payments in bulk between QuickBookd and CS360, rather than needing to find individual invoices within a batch. This should help make your A/R more manageable, and reconcilable between the two systems.
QuickBooks Desktop
Navigate to QuickBooks Integration
Select your office
Click QuickBooks Payment Sync
A search for invoices whose payments need to be sync'd can be filtered on the following attributes:
--> Client Name
--> Invoice Date Range
--> Payment Status (Not Paid, Paid, Partially Paid, Over Paid)
Click Search!
Once results return which meet your filter criteria, you will see invoices with the following columns:
Invoice Number
Batch Name
Invoice Date
Client
Payer
Total Hours
Amount
Invoice Balance
Preferred Delivery
Invoice Status
There will be a checkbox available, along with the header fields, so that all the records can be selected in a single click for syncing. Please note, only 50 records can be sync'd at one time. Whenever you click on the checkbox at the top to select all invoices, the first 50 records will be selected by default. You can de-select and select any other record if needed, but the total number of selected invoices for QB sync is capped at 50 per QB sync.
Click the QB Sync button
A message will display: “Your data is ready to sync with QuickBooks. Please run the web connector to complete the process.”
Run your Web Connector and verify that everything transferred completely
QuickBooks Online
The same steps listed above are the same, except that you just need to click QB Sync. This message will then display: “Your sync’ing process has begun. Please refresh this page after a few minutes to update the list!”
2. Integration with Sandata in the state of Indiana & Arizona
CareSmartz360 is now integrated with Sandata in the states of Indiana & Arizona. Please reach out to our Support team if you have any questions.
3. Compliance Report Update
Compliance report will now be sorted by date rather than by caregiver.
4. SMS messages can be sent from telephone number link
CareSmartz360 will now allow you to send SMS messages by clicking the telephone number at the top of a user's profile. This shall be applicable to the following user's profiles:
Caregiver
Client
Payer
Prospective Caregiver
Prospective Client
Staff
5. Time Tracking screen rows per page will be saved
We will now save your preference to show the number of records per page on the Time Tracking Views. This will persist even if you navigate away from the view and/or log out of CareSmartz360.
6. Change to client name displaying in SMS and Email Templates
To ensure even more compliance with HIPAA, we've gone through all email and SMS templates and will replace the {full_name} placeholder with one which will only display the client's first name and last initial. This effectively delivers even more security against identifying an individual who receives home care.
E.g. Currently If the Client Name is John Smith, the system will send John S. as the client name in the SMS and Email templates.