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AI-powered home care management from scheduling to billing.

CareSmartz360

AI-powered home care management from scheduling to billing.
 
 
 
 
 
 
 
 
Updated on 22. Sep 2026 by SoftGuide

What is CareSmartz360?

CareSmartz360 is an AI-powered, cloud-based home care management platform developed for non-medical home care agencies, multi-location providers, franchisors, and facility staffing organizations. It brings scheduling, electronic visit verification, client management, caregiver operations, billing, payroll preparation, reporting, and care documentation into one connected environment. By replacing disconnected spreadsheets and point solutions, the platform helps agencies coordinate care more efficiently, maintain operational visibility, and support growth without adding unnecessary administrative complexity.

The software is designed around the daily workflows of home care teams. Schedulers can create recurring or ad hoc visits, match caregivers with clients, broadcast open shifts, and react quickly to cancellations. Caregivers can use the mobile app to review schedules, manage availability, access client and care information, complete tasks, document visits, and clock in or out. GPS-enabled and telephony-based electronic visit verification records visit times and locations, while offline capabilities support work in areas with limited connectivity.

Highlights and key features

  • Automated scheduling: Plan recurring and one-time visits, manage open shifts, communicate schedule changes, and match caregivers to client preferences and requirements.
  • Electronic visit verification: Capture clock-in and clock-out data, caregiver location, visit duration, tasks, and notes through GPS-enabled mobile tools or telephony.
  • Client and care management: Centralize intake information, assessments, authorizations, care plans, documents, communications, and payer details.
  • Billing and payroll workflows: Convert verified visit data into accurate billing and payroll information, support multiple payer types, create invoices, and connect with accounting and payroll applications.
  • Mobile caregiver tools: Give field staff access to shifts, client details, care plans, task lists, documents, messages, availability settings, and visit documentation from iOS and Android devices.
  • Reports and dashboards: Analyze scheduling, caregiver activity, compliance, billing, payroll, and operational performance with customizable reports and personalized dashboards.
  • Recruitment and training: Support caregiver applications, onboarding, document and credential tracking, training courses, completion monitoring, and ongoing workforce development.
  • Client and family portal: Provide authorized users with visibility into schedules, care plans, invoices, documents, payments, and agency communication.
  • AI-assisted workflows: Improve visit notes with AI-supported rewriting and voice-to-text, and use intelligent tools for caregiver retention and sales forecasting.
  • Multi-location management: Standardize processes, monitor performance, and manage scheduling, billing, compliance, and workforce operations across multiple offices or franchise locations.

Benefits for home care agencies

CareSmartz360 can reduce duplicate data entry by connecting scheduling, EVV, billing, payroll, and documentation. Real-time alerts help office teams identify missed or irregular clock-ins, open shifts, expiring credentials, and other issues that require attention. Audit trails, role-based access, secure cloud infrastructure, and compliance-oriented workflows help agencies protect sensitive information and prepare for payer or regulatory reviews.

The platform also improves transparency for caregivers, clients, and families. Caregivers receive current information in the field, while families can follow schedules, care plans, invoices, and service communication through a dedicated portal. Multilingual caregiver app support can make daily work easier for diverse teams and reduce avoidable misunderstandings.

Whether your agency is establishing its first structured operating system or coordinating a large network of locations, CareSmartz360 offers a scalable foundation for reliable service delivery and business growth. Contact the provider to discuss your payer mix, EVV requirements, integration needs, number of active clients, and preferred workflows, and to arrange a personalized product demonstration.

Functions (excerpt) of CareSmartz360:

Access rights
Ad hoc reports
API interfaces
Application management
Authorization profiles
Automated messages
Automation
Availability check
Briefings
Business Intelligence (BI)
Calendar and appointment management
Care planning
Client management
communication
Compliance management
Course management
Course Tracking
CRM
Customer management
Customer portal
Dashboards
Deployment planning
Digital personnel file
Document archiving
Document library
Document management
Document workflow
Documentation
Duty rosters
E-mail alerts
Edit History
Electronic payments
Employee management
Employee profiles
Forecasting
Form Designer
Form management
GPS tracking
industry-specific accounting
Interfaces
Invoices
Invoicing
Invoicing
Key figure reports
Lead management
Master data management
Mobile data collection
Mobile time recording
Multilingualism
Notes
Offline time recording
Onboarding
Payment entry
payroll accounting
Payroll data
Personnel data management
Personnel management
personnel master data
Personnel resource planning (PRP)
Planning calendar
Push messages
Qualification profiles
Questionnaires
Real-time tracking
Recruitment
Reminder functions
Report management
Reporting
Role Management
Route display
Sales Forecast
Scheduling
Shift planning
Software integration
Speech recognition
Standard reports
Task management
Text editing
Training management
Wage and salary interfaces
Web service integration
Working time recording

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Technical specifications:

Manufacturer:
Caresmartz, Inc.
Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
no
AI Supported:
no
Multi-user (network-compatible):
yes
Multi-client compatible:
no
Manufacturer based in:
United States
Dialogue language(s):
English, Chinese, French, Korean, Russian, Spanish, Vietnamese
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android