Caresmartz 360 provides a number of standard reports for your convenience. You can click on the header of each section here to see screenshots of each report and its results.
Birthday/Anniversary Report
Client Report
Discharge Summary with Details
Client Authorization Expiration Report
Client Roster
Emergency Preparedness Rating
Client Bill Rates
Client SOC and Referral Details
Exceeded Authorizations
Client Caregiver Relationship
Client Status Update
Key Quality Outcome Report
Client Community Relationships
Client Total Schedules and Hours
Late Re-Evaluation Due Report
Client Completed Assessments
Client, Caregiver, Agency/ Admin User Relationship Report
Re-Admission Details
Client Contact List
Clients SOC Date
Re-Evaluation Report
Client Details with Additional Notes
Clients SOC Date by Office
SSN Audit Report
Client Length of Stay
Discharge Outcomes
Task Report By Client
Client Payer
Discharge Report by Discharge Reason
Task/Communication Report
Caregiver Applicant Report
Caregiver Hire Anniversary
Caregiver Separation Details by Status
Caregiver Availability/Unavailability Report
Caregiver Hours and Units
Caregiver Skill Level
Caregiver Badge Report (V2)
Caregiver HR
Caregiver Status Change
Caregiver Badges Export
Caregiver List
Caregiver Telephony
Caregiver Client Matching
Caregiver List with Birthday
Caregiver Training
Caregiver Compliance Report
Caregiver Office Listing
Caregiver Training Expirations
Caregiver Emails
Caregiver Pay Rates
Caregivers by Status
Caregiver Expirations
Caregiver Recruitment Details
Caregivers with Hire and Rates
Caregiver Hire and Rate Details
Caregiver Roster
Relias Activity Logs
Affordable Care Act Report
Bill and Pay Rates Expiration Report
Call-Off Report
Canceled By Client
Care History
Caregiver Average Hours Per Week
Caregiver Hire Report
Caregiver Late Clock-In
Caregiver Mileage and Travel Time
Caregiver Notes Report
Caregiver Overtime Summary
Caregiver Payable Hours
Caregiver Schedule By Service Date
Client Billable Hours Report
Client Schedules
Client with Non-Completed Schedules
Client, Caregiver Schedules and Rates by Date Range
Clients With No Future Schedules
Clock-In and Clock-Out Details with Notes
Deleted Shifts Report
Injury Report
Missed Clock-In and Clock-Out
Open Shifts By Date
Payable Hours(Caregiver and Other Staff)
Pre-Screening Report
Pre-Screening Report V2
Recurrence End Report
Removed/Revised ICD10 Codes
Rest Breaks Report
Schedule Billing and Payroll Status
Schedule by Paid Status
Schedule Feedback by Caregivers
Schedule Feedback by Client
Schedule List By Date
Schedule Updated By Telephony
Scheduled Vs Billed Hours
Schedules By Caregiver
Schedules By Payer
Shift Cancellation Report
Shift Decline
Task Report By Invoice Number
Telephony Call Review
Telephony Call Review Grouped By Caregiver
Telephony Call Review Grouped By Client
Time Tracking Review Actual Hours Totaled
Time Tracking Total Hours
Unidentified Clock-In and Clock-Out
Weekly Caregiver Hours
Weekly Schedules w.r.t Caregiver
Weekly Schedules w.r.t Client
Address Book Notes
Consumer Lead by Date
Referral Source by Date Range
Referral Summary Report
Archived Payment Summary
Average Billing Per Month
Average Day(s) to pay
Batch History
Batch History All Details
Batch History by Date
Batch History with Units
Bill Pay Summary
Billed Hours by Service Type and Payer
Billed Units by Client
Billed Units by Service Date
Client Balance Due Report
Client Invoice Outstanding
Client Invoice with Rates
Client Invoice with Rates by Payer
Client Statement
Client Statement (V2)
Commission Calculations
Detailed Billed Units by Client
End of Year Invoice Report
Estimated Bill and Pay
Estimated Pay by Date Range
Expense Details By Caregiver
Expense Details by Client
Gross Margin by Client
Invoice Adjustment by Date
Invoice Aging
Invoice Aging Grouped by Client
Invoice List by Client
Invoice Listing
Invoice Summary by Batch
Invoice Summary by Care Coordinator
Invoice Summary by Referral Source
Invoice Summary by Service Date
Invoice Summary with Units by Invoice Date
Invoice Type by Payer
Invoices and Payments
Monthly Comparison
Outstanding Invoice Balance - ALP IHC
Outstanding Invoice Summary by Client Search
Payment Summary
Payment Summary Report by Payer
Payment with Balance or Deposit Balance
Payroll Grouped by Caregiver
Revenue by Marketing Staff
Top Performer - ALP Billing
Top Performer - Billing For Month
Top Performer - Start of Care
Total Units and Amount Billed by Office
AuthentiCare Manual Data Post
Call Listing Report
Call Summary Report
CareBridge Manual DataPost
CareBridge Response
Client Visit Summary
Clock-In/Clock-Out Location and Mode
Confirmed Visits
DMAS90 Report
GPS Coordination and Electronic signature
GPS Distance Exception Report
HHA Exchange Billed Visits Import Report
HHA Exchange Confirmed Visits Import Report
HHA Exchange Delete Schedule Import Report
HHA Exchange Missed Visits Import Report
HHA Exchange Schedule Import Report
Original vs Publish Family Feedback
Original Vs Published Notes
Sandata Data Post
Scheduled Shift V/S Actual Time Delivered
Tellus Data Post
Tellus Details