Client Management
Minimum Hourly Caregiver Wage
In Clients' profiles, you can set a Minimum Hourly Caregiver Wage for caregivers that work with a particular client. Here's how: 1) Click the client's profile picture and navigate to the Accounting section. 2) In the Accounting section, select the ...
Adding Alternate Addresses
When a client has a Alternate Address you would want to add the address in their profile and then update any scheduled shifts in the scheduling dashboard. Follow the directions below: 1. Access the client's profile found under Menu>Clients>Client ...
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 ...
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 ...
Assigning Scheduled Task & Global Task Based on Staff Tags
You can now add schedule tasks for staff members with specific staff tags. This allows you to input tasks that only a person with this staff tag can see and complete, saving your caregivers time scrolling through tasks. Scheduled Tasks option: Under ...
Applicant Link
To make your hiring process more efficient, a customized application link is created with your SMARTcare account. This is a link you can share on job postings that allows potential staff to register with the system, and fill out their application in ...
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 ...
Add Client Files
Want to keep track of all client files within SMARTcare? Not a problem. To upload a client file, follow the steps below: Using the Menu dropdown at the top right of the screen, hover over "Clients". Within the "Clients" dropdown, select "Client ...
Add and Update Subscribed Managers
Subscribing a manager to a client allows managers to receive updates about that client. This allows managers to have up-to-date information on several clients at a time. To add and update subscribed managers, follow the instructions below. From the ...
Add and Update Client Restrictions
Adding and updating client restrictions within SmartCare gives you the ability to restrict what clients can view when they log in to SmartCare. It is useful for reducing onscreen clutter for clients. To add and update these restrictions, follow the ...
Formatting Care Plans with HTML
Client Care Plans are found in Menu > Clients > Client Management > Client Managers > Care Plan. Staff members may need to put a lot of information in the "Actions" section on the care plan which can cause the PDF generated Care Plan to compile the ...
Attaching Clients To A Facility
The attached tip sheet gives instructions on how to attach a client to a facility in Smartcare.
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 Password Reset
To reset a client's password, go to Menu/Clients/Client Management and find the client whose password you want to reset. On their listing, click on the picture to the left of their name to go into their profile. Click Priority Info to open up that ...