There are some events that happen in CareSmartz that can trigger the system to automatically send an email that will come from a template that exists in the system. Below you will find a list of those emails and what prompts them to be sent
To see alerts and notifications that go to caregivers, click HERE
To see alerts and notifications that go to Clients, click HERE
To see alerts and notifications that go to Agency Users, click HERE
To see a full list of all alerts and notifications, click HERE
Purpose | Who Receives It | What Prompts It |
Registration | Caregivers/Agency Users/Client portal users | When you create a client, a caregiver, a payer, or an emergency contact, you can check a box in the profile and add the person's email address. Once you save the profile, the person will receive the registration email with the link to click to reset the password |
Request for Available Schedules | Caregiver(s) | Scheduling> Find Caregiver |
Password Change | Caregiver/Agency User/Client Protal Users | Admin Settings> User Management OR The user selects the "forgot password" option from the login page |
Schedule Calendar | Client/Caregiver | Agency user accesses either the Client or the Caregiver Profile>Schedule and selects the email icon |
Task Reminders | Agency User | Client/Caregiver Profile> Task Creation |