Reports
A Guide to the Reporting Section of your Portal
CRM ReportsWhat information does each report contain?
AI - Artificial Intelligence - Caregiver ChurnUnleash the potential of Artificial Intelligence to help you be a leader in the Home Care Industry.
AI - Artifical Intelligence - Sales ForecastingUnleash the potential of Artificial Intelligence to help you be a leader in the Home Care Industry.
Recent ReportsYou can track the last report opened in system.
Filter Reports With Client TypeReports which can be useful if you want to fetch the data as per Client type details.
EVV ReportsWhat data will I see in each report and which report should I use to post my EVV data?
Favorite ReportsYou can keep your most used reports separate under Favorite Reports
Caregiver ReportsWhat data will I see in each report?
Reporting - Full ListA full list of all standard reports within Caresmartz360
Scheduling ReportsWhat data will I see in each report?
Accounting ReportsWhat data will I see in each report?
Client ReportsWhat data will I see in each report?
Client Contact List ReportHow to use this report
Client Completed Assessments ReportHow to use this report
Client Community Relationships ReportHow to use this report
Client Caregiver Relationship ReportHow to use this report
Client Bill Rates ReportHow to use this report
Client Authorization Expiration ReportHow to use this report
Birthday/Anniversary ReportHow to use this report