There are many events that happen in CareSmartz that can trigger the system to automatically notify someone. If you are receiving notifications that you didn't expect, or you are not receiving notifications you did expect, you can alter the settings. This is a full list of all alerts and notifications.
To see just those that go to caregivers, click HERE
To see just those that go to Clients, click HERE
To see just those that go to Agency Users, click HERE
To see emails (not alert or notifications) that are sent automatically, click HERE
Caregiver hired | Agency users | Office Settings> Notifications tab | |
Caregiver hired | SMS | Agency users | Admin Settings> Configuration> Configure SMS Services |
Caregiver Injury | Agency users | Office Settings> Notifications tab | |
Caregiver Injury | SMS | Agency users | Admin Settings> Configuration> Configure SMS Services |
Caregiver Upcoming Shift | SMS | Caregiver | Admin Settings> Configuration> Configure SMS Services |
Care plan update | Caregiver | Office Settings> Main Tab | |
Care plan update | SMS | Caregiver | Admin Settings> Configuration> Configure SMS Services |
Client Authorization expiring | Agency users | Office Settings> Notifications tab | |
Client Authorization expiring | SMS | Agency users | Admin Settings> Configuration> Configure SMS Services |
Client Feedback | Agency users | Office Settings> Notifications tab | |
Client Feedback | SMS | Client | Admin Settings> Configuration> Configure SMS Services |
Client Open Shift | SMS | Caregivers | Admin Settings> Configuration>Configure SMS Services |
Clients with no future schedules | Agency users | Office Settings> Notifications tab | |
Clients with no future schedules | SMS | Agency users | Admin Settings> Configuration> Configure SMS Services |
Completed Clock out | SMS | Client | Admin Settings> Configuration> Configure SMS Services |
Compliance Expiration | Caregiver | Office Settings> Main Tab | |
Compliance Expiration | SMS | Caregiver/Agency User | Admin Settings> Configuration> Configure SMS Services |
Compliance Expiration | Agency users | Office Settings>Notifications tab | |
Invoice Due (overdue) | SMS | Payer/Client/ Em Contact | Admin Settings>Configuration>Configure SMS Services |
Invoice Generation SMS to Payer | SMS | Payer | Admin Settings>Configuration>Configure SMS Services |
Meeting Reminder | SMS | Caregiver | Admin Settings> Configuration> Configure SMS Services |
Meeting Reminder | Caregiver | Office Settings>Main Tab | |
Missed Check in/Out | Agency users | Office Settings>Notifications tab | |
Missed Clock In | Caregiver | Office Settings>Main tab | |
Missed Clock In | Agency users | Office Settings>Notifications tab | |
Missed Clock In | SMS | Caregiver/agency | Admin Settings>Configuration>Configure SMS Services |
Missed Clock out | SMS | Caregiver | Admin Settings>Configuration>Configure SMS Services |
New Prospective Client | Agency users | Office Settings> Notifications tab | |
New Prospective Client | SMS | Agency Users | Admin Settings> Configuration> Configure SMS Services |
Payment Received | SMS | Client | Admin Settings> Configuration> Configure SMS Services |
Recurrence Change | Agency users | Office Settings> Notifications tab | |
Schedule Creation | SMS | Client | Admin Settings> Configuration> Configure SMS Services |
Schedule Reminder to Caregiver | Caregiver | Office Settings>Main Tab | |
Schedule Reminder to Caregiver | SMS | Caregiver | Admin Settings>Configuration>Configure SMS Services |
Schedule Reminder SMS to Client | SMS | Client | Office Settings>Main Tab |
Schedule Requests | Agency users | Office Settings>Notifications tab | |
Shift Confirmation required from Caregiver | Caregiver | Office Settings>Main Tab | |
Shift Confirmation required from Caregiver | SMS | Caregiver | Admin Settings>Configuration>Configure SMS Services |
SMS Replies | Agency users | Office Settings>Notifications tab | |
Successful Clock in/out | Agency users | Office Settings> Notifications tab | |
Successful Clock in/out | SMS | Agency users | Admin Settings> Configuration> Configure SMS Services |
Telephony Notes | SMS | Caregiver | Admin Settings> Configuration> Configure SMS Services |
Time Tracking ID Change | SMS | Caregiver | Admin Settings> Configuration> Configure SMS Services |
Unidentified Check in/Out | Agency users | Office Settings>Notifications tab | |
Unidentified Clock in/out | SMS | Agency users | Admin Settings>Configuration>Configure SMS Services |