Site Settings
Disable Auto Clock Out for Clocked-In Shifts
Please see attachment for information on this feature.
Scheduled Notifications
Scheduled notifications can be used to provide notifications to both clients and staff members. These can be used to notify clients on their birthdays, about forms, and about form reviews. You are able to notify staff members about their birthdays, ...
Scheduling in Site Settings
There are several scheduling functions that are available within the Site Settings. These options allow you to determine a wide variety of things related to the scheduling systems within SmartCare. These options span from when shift reminder emails ...
Punchcard Reimbursable Expenses
Sometimes caregivers will have expenses that the agency will reimburse. To file a claim for your reimbursement while clocking out, follow the steps below. Navigate to the punchcard to clock out by going to the Menu>Personal>Punchcard. Once in ...
Punchcard Notes
Recording notes on the punchcard is an option during your clock out. It may not always be necessary, but it is an essential thing to know how to do. Follow the outlined steps to add shift notes while you are clocking out. Once you are on the punchard ...
Punchcard in Site Settings
There are several options for the Punchcard that are available to be edited within the Site Settings. Some of these include EVV (Electronic Visit Verification), so be sure to check your state’s laws before setting those to make sure that you set them ...
Clock in issues regarding location
When a caregiver is clocking into a shift and receives a similar error shown below you may need to make sure the client's address has been verified in their profile. This error is centered around the site setting around the Geolocation Perimeter. If ...
Travel Time Automatic Shifts
See attached PDF for tip sheet
Paid Time Off
The Paid Time Off section within Site Settings will determine if your agency gives caregivers paid time off and pay as well as the specifics of that leave and pay. To set up your agency's Paid Time Off system follow the instructions below. Navigate ...
User Sort Order
The User Sort Order is a feature within the SmartCare Site Settings that allows for lists of people to be viewed in alphabetical order by first name or last name. For each category of person you are able to choose whether you want the list of them to ...
Paid Sick Leave Settings
Caregivers will get sick, and the Paid Sick Leave section within Site Settings will determine if your agency gives them paid sick leave and pay as well as the specifics of that leave and pay. To set up your agency's Paid Sick Leave system follow the ...
New User Welcome Messages
New User Welcome Messages are essential to establishing a good repertoire between your agency and it’s clients, applicants, and employees. To customize these messages, follow the instructions below. Navigate to the Site Settings through ...
Company and Mailing Label Logo
Uploading and editing your company and mailing label logo View the tip sheet for referencing. Watch this video for a tutorial.
Site Settings - NPI/EIN
Verifying and editing company EIN/NPI View this tip sheet for easy referencing. Watch this video for a tutorial.
Editing Application Length
You have the ability to disable certain sections of both the applicant lead and registration form. To edit the Applicant Lead and Registration forms: 1. Select Menu > Settings > Site Settings. 2. To edit the Leads application, scroll down to the ...
Applicants - Site Settings
The Applicants section of the Site Settings allows you to edit what applicants must do during the application process. To edit this section, follow the instructions below. Click on the Site Settings quicklink or navigate there through ...
Prevent Caregivers from Clocking in Early
Go to Menu > Settings > Site Settings. Under Scheduling, go to Punchcard: Prevent Early Clock-in. Enter a number of minutes. Note: If the employee tries to clock in prior to the set number of minutes, the clock-in will be rejected. i.e. "5" will ...
Automatic Mileage between Two Shifts
Automatic Mileage between Two Shifts Summary: How to set up the option to enable Automatic Mileage between Two Shifts. Create an Admin Client. You can name the person something like Mileage Client. DOB can be anything. Phone/Address can be the ...
Setting Up PointClickCare Single Sign On
Attached is a document with instructions regarding how to set up PointClickCare Single Sign On which will allow your users to sign into Smartcare with either their Smartcare credentials or their PointClickCare credentials.
Requiring Manager Approval Before Shifts Notes Are Displayed To Clients And Client Representatives
You do have the ability to prevent shift notes from being displayed to clients and client representatives unless a manager has approved the notes first. To do this, go to Menu/Settings/Site Settings and scroll to the Privacy section. Check "Require ...
Paid Time Off and Sick Leave
Keeping Track of Paid Time Off (PTO) and Paid Sick Leave in Smartcare Smartcare has an internal system capable of keeping track of Paid Sick Leave and Paid Time Off accruals. To enable, first you would go to Settings > Site Settings > Scroll down to ...
Offline Mode
Note: Offline mode must first be enabled by Smartcare Support. If it is not enabled, please email <support@smartcaresoftware.com> Once enabled, offline mode lets caregivers continue to use their applications when there is no internet service ...
Auto Mileage
To use it you will need an admin client (ex name: 'Mileage Client'). You will do this by selecting 'This Client is for Testing, Training, Administrative or On-Demand Scheduling' when creating the client. Next you will go into the site settings, ...