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Client Management (Overview)
The Client Management tab in SMARTcare is where you can view all of your clients in one place. Next to each client profile you can use the + sign to toggle open to view the client’s username, address, fees, and mileage rate. Additionally, you can ...
Agency Forms visible for Client Leads
If you would like to send an agency form to a Client Lead to fill out then be visible in their profile. This feature allows that lead the option without signing into the software, and then will populate the filled out form in the site. Step 1 Contact ...
Add/Schedule Client Tasks
To add/schedule client tasks in SMARTcare, follow the steps below: Under Menu > Client > Client Management, select the client you would like to add tasks for by clicking on their profile picture. This will open their Client Profile. Scroll down to ...
Client Representative Password Reset
To initiate a password reset for a client representative, go to Menu/Clients/Representative Management and find the client representative whose password you want to reset. On their listing, click on the + to the left of their name and picture to ...
Clients - Mobile App Login Tips & Features
It is quite common for Clients to use our Smartcare mobile app. Here are some tips for logging in to the app and some of the basic features on the app for Clients! Logging into the App 1) First, you need to download the app. If using iOS (Apple ...