Knowledge Base
My Smartcare
Information pertaining to the widgets on the Smartcare Dashboard.Clients
Information and Updates pertaining to the client section of Smartcare.Staff
Information pertaining to the staff section in Smartcare.Scheduling
Information pertaining to the scheduling area in Smartcare.Accounting
Information pertaining to the billing area of Smartcare.Communication
Information pertaining to Messaging in Smartcare.Resources
Information pertaining to Resources in Smartcare.Settings
Smartcare Site Settings
Recent Articles
Aaniie Payments: Site Settings and Initial Setup
Follow attached tip sheet on how to set up and enroll in Aaniie PaymentsAaniie Payments - Setting up a Client to Make a Payment
See attached tip sheet on how to set up a client to make future payments using Aaniie PaymentsAaniie Payments - Making a Payment
See attached tip sheet on how an agency can make a payment with client information via Aaniie PaymentsAaniie Payments - Client and Client Representative Processing Payment via their Portal
See attachment of tip sheet on how the client and client rep can apply a payment using Aaniie PaymentsRequesting and Approving open shifts - Full Process
The below process outlines the request of an open shift from a caregiver. As well as how to view those request and approve the caregiver for the open shift. Site Settings around open shifts: Menu>Settings>Site Settings Privacy section See below ...
Popular Articles
Setting Email Notifications
Email Notifications are a way to get reminders in front of office staff when things in the system may be changed or when certain dates are approaching. To access, go to Menu/Settings/Email Notifications to view all of the notifications Smartcare can ...Education Information
You should update your Personal Profile regularly to reflect changes in your life, including education changes. Follow the steps below to update your education information. 1. From the Homepage scroll to the Tools and Forms area. There you will click ...Telephony Not Working
If the telephony number is called and the call does not go through, go to Menu/Settings/Site Settings and, in the "Punchcards" section, check the "Disable Telephony Punchcard" setting. It must be unchecked in order for telephony to work.Punchcard Tasks
When you are clocking out on your punchcard it may ask you to confirm all of the tasks you did during the shift. This may seem daunting at first but it is quite easy if you follow the steps below. Navigate to the punchcard through ...View/Print/Download Schedules in Calendar Format
You have the ability to view, download, and print schedules in a calendar view within Smartcare. To learn more, download & save the tip sheet to walk through the steps: Access the Tip Sheet here.