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Planned Services
See attached tip sheet on information regarding Planned Services
Auto Scheduling
Auto Scheduling is a tool available within the Utility Drawer on the scheduling dashboard. Auto Scheduling allows you to create a series of shifts that exist in the same pattern. You can control when these shifts automatically appear on the schedule ...
Smartcare Form Descriptions
Attached is a document that breaks down the stock forms that are provided with Smartcare including images and descriptions of each of them.
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 ...
Deleting a Completed Planned Service
Deleting a Completed Planned Service Summary: Directions on how to delete a completed planned service. 1. In the scheduling dashboard find the planned service that has been completed by the caregiver. 2. In scheduling dashboard drag that planned ...