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Frequently Asked Questions
Still not sure and stuck somewhere, click here to view some frequently asked questions
Glossary of TermsCommon terms and their meanings within Caresmartz360
Flow ChartsLinks to all our Flow Chart Help Guides
CareSmartz Billing PolicyWhen the CareSmartz360 billing department reviews the usage of the agency to determine how much to bill, this is what they consider.
Client/Caregiver CompatibilityMark a caregiver as "favorite" or "do not send"
How rounding works in CareSmartz360
SMS Rates
Edit an authorization
Editing ID NumbersEntering your unique ID numbers for clients and Caregivers
Update your Mobile App to the Latest Version
Mobile Device Location Services
Add a Service Type from Start to FinishThere are several steps to complete the set up of a new Service Type
Out of Range for Clock In/Outwhat can my caregiver do to resolve out of range errors?
Authorizations GraphicA flow chart for how to create authorizations
Authorizations from Start to Finish
What phones are compatible with CareSmartz360 app?
How do I access Master Schedules?
Why does my caregiver get a "not within range" alert on the mobile app when he has tried it inside and outside of the house?
Why don't the questions that I manually added in the application show up?
Why can't my caregiver add an unavailability for her vacation?
How do I print out all the tasks that were completed for a client for a specific time period?
What is my agency IVR phone number?
Where do I set the "delivery method" for invoices?
How do I see when a staff attempted to dial the telephony but was not successful at clocking in?
How do we put a schedule in the system for an orientation, and how do we do a pay rate for that?
Agency IDWhat is the agency ID, and where can I find it?
Change the "bill to" addressClient recently moved and we updated their main page, but the invoice still has their old address under "Bill To".
Temporary Password Problem"temp password" does not match
Authorizations not reflecting scheduled shiftsAuthorizations show on schedule view, but shifts aren't reflected in the allotted authorized hours even though they have received services.
CareSmartz won't let me enter the city nameclient/caregiver profile address
Why does the caregiver calendar still show shifts after I made the client inactive?
Why didn't my caregiver's IVR clock in/out register?
Resend Initial Registration Emailcaregiver deleted the registration email
Family Feedback from the Client PortalHow clients and their family members can provide feedback regarding the services performed.
Assessment Tab isn't in the Client Profile
Open Shifts vs. Available shiftsThe difference between open and available shifts
The Assessment/Tasks are not appearing in the Mobile AppCaregivers who are at the client home can't see the tasks for the day
Text messages not being received
Caregivers unable to clock-in/clock-outclock-in/clock -out, mobile app
How Do I "Complete" an Assessment?
Is there any limit to the number of schedules that can be made for a client?
Delete a duplicate deposit
Unable to change the Week Start Day and Time under Payroll
Unable to attach an unidentified call to a schedule
I clicked on a schedule and it does not open.
Invoice: reflects $0 on a schedule
What happens if I terminate a caregiver?
Schedules are not visible on the calendar.
Refund an over charge on an invoice
Change billing parameters: time, rates etc.
Delete a caregiver.
Add a Payer for a client.
Assessment: look at completed assessment
Agency logo on invoices
Link multiple clients in the same schedule/invoice.
I want to enter the same phone number for a couple who needs care in the same house.
Password change for a user (caregiver/client/agency user).
Bulk Share Key DocumentsHow to share and unshare key documents in bulk with client and caregiver