Creating and Editing Tasks
When providing services to customers/clients, your caregivers may be required to perform tasks during the visit. Smartcare gives you the ability to easily assign specific tasks from a preformatted list.
Watch this video for a tutorial.
Related Articles
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 ...
Emergency Profile Editing
Personal Profiles should be updated to reflect changes in a caregiver’s life. Editing the Emergency Profile section is necessary when changes are made to your emergency information. Follow the steps below to change emergency information. 1. From the ...
Create Completion Records
To create a record of completed material in SMARTcare, follow the steps below: 1. From the My SMARTcare landing page, scroll down to the Tasks section. Once selected you will see the Completion Records area. 2. Click the pen/pencil option Create ...
How to remove, edit, or add Mileage Reimbursements to client's invoicing.
Removing a Mileage Reimbursement previously added to client's profile: 1. Access client's profile and select the Invoicing section. 2. Select or create a billing period the mileage was added to by caregiver. Click Load. 3. Select the Mileage ...
Billing Contact Information
Confirming/editing your agency Billing Contact Information. View this tip sheet for easy referencing. Watch this video for a tutorial.