Caresmartz Help Center

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Training Videos

Training Videos

Office Settings

Office Settings> Main Tab Video

Office Settings> Notifications VideoOffice Settings Notifications

Office Settings> Alerts Video

Office Settings> Billing VideoOffice Settings Billing

Office Settings> Payroll VideoOffice Settings Payroll

Office Settings Managing Bill and Pay RatesOffice Settings Managing Pay Rates

Time and MileageTime and Mileage

Office Settings> Holidays VideoOffice Settings Holiday Rate Settings

Office Settings> Client Portal PermissionsOffice Settings Portal Permissions

Administrative Settings

Admin Setting Agency UserAdmin Setting Agency User

Admin Setting ClientAdmin Setting Client

Admin Settings Assessment FieldsAdmin Settings Assessment Fields

Admin Setting CaregiverAdmin Setting Caregiver

Admin Setting SchedulingAdmin Setting Scheduling

Admin Setting Text And Email TemplateAdmin Setting Text And Email Template

Client Management

Client add and editClient add and edit

Client AssessmentClient Assessment

Payer set up and assignmentPayer set up and assignment

Client RatesClient Rates

Client Schedule

Client last tabClient last tab

Caregiver Management

Caregiver Initial Registration Video

Caregiver Add Edit and HRCaregiver Add Edit and HR

Caregiver Skills and RequirementsCaregiver Skills and Requirements

Caregiver Final TabsCaregiver Final Tabs

Caregiver ScheduleCaregiver Schedule

TerritoriesTerritories

Master ScheduleMaster Schedule

Calendar ManagementCalendar Management

Scheduling Part 1Scheduling Part 1

Scheduling Part 2Scheduling Part 2

837 P (clearinghouses)837 P

837 I (clearinghouses)837 I

Accounting Account Register and Payment RegistersAccounting Account Register and Payment Registers

Portal Settings

Client Portal>VideoClient Portal

Caregiver PortalCaregiver Portal