General
Caregiver Rewards: Managing Rewards
After Caregiver Rewards has been enabled in the Site Settings you will have the option for Caregiver Rewards in your menu. There you can personalize your set up, award badges, add and subtract rewards points manually, and process redemptions made by ...
Requesting 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 ...
View My Files
Staff have the ability to view add or view personal files in the My Files section in their profile. The below steps will show where the those files are located to access. 1. Go to the Aaniie Dashboard page by clicking the logo in the top left corner ...
Update and View Client Profile
Every client in the SmartCare system has a client profile attached to them. To view and update these client profiles, follow the instructions below. Make sure that every section is accurate and up to date. Along with pinning each client's location ...
Receipt Payment Method Options
When creating a receipt there are a few different options you can select in the Payment Method options. See below and reasons you may use those options. This is helpful if an agency does a hard close on their month. If you are wanting to write off ...
Client Deposits vs Service Deposits
The difference between Client Deposits and Service Deposits is noted below: Client Deposits: Client Deposits are located in the clients profile under the Accounting section. NOTE: When adding a client deposit this is just for reference. It will not ...
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 ...
Go-Live Tipsheet
All modules within Smartcare are important, but here are some items you can focus on in order to go live. These are the processes that we have identified as being necessary for going live. Step 1: Get Your Staff Inputted and Logged In Add Staff - To ...
Billing Contact Information
Confirming/editing your agency Billing Contact Information. View this tip sheet for easy referencing. Watch this video for a tutorial.
Agency Address
Confirming/editing your agency address including the 9-digit zip code. View this tip sheet for easy referencing. Watch this video for a tutorial.
Company and Mailing Label Logo
Uploading and editing your company and mailing label logo View this tip sheet for easy referencing. Watch this video for a tutorial.
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. View this tip sheet for easy referencing. Watch ...
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 ...
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 ...
Change/Update PIN
Changing your PIN/ 4-Digit Security Number in Smartcare is quick and easy, simply follow the steps below: 1. Go to the My Smartcare page by clicking the Smartcare logo in the top left corner of the screen. 2. Once on the My Smartcare page, click the ...
Change/Update Password
Changing your password yourself in Smartcare is quick and easy, simply follow the steps below: Go to the My Smartcare page by clicking the logo in the top left corner of the screen. Once on the My Smartcare page, click the key icon Change Password ...
Upload and/or Rotate Profile Picture
Changing your profile picture in SmartCare is quick and easy, and will help your clients and other users more easily identify you, strengthening your relationship. Simply follow the steps below: Go to the My SmartCare homepage page by clicking the ...
Password Requirements
When a staff member or client needs to change their password they would need to follow the below password requirements. 1. Password strength: 65% or greater. 2. 8 characters minimum. 3. Use upper and lowercase letters. 4. At least 1 Number. 5. At ...
File Management
Attached is a video recapping Smartcare's File Management resource. To upload documents you use or need to reference as an agency: Go to Menu > Resources > File Management (Supported formats are csv and pdf) The My Smartcare destination has role ...