1. MANAGE
BETTER.
A complete technology solution to
manage your Private Duty Home Care
Business.
REPORTINGSCHEDULINGCLIENT
MANAGEMENT
HR &
TRAINING
MARKETINGBILLING
& PAYROLL
$
Care 360Smartz

2. CareSmartz360 handles all aspects of your
Private Duty Homecare Business, from Client
Assessment and Intake, Scheduling and Point
of Care, Billing and Payables and Human
Resources to Marketing, Training and
Reporting.
Are you struggling to deliver high quality care,
improve operational efficiency and reduce
costs -all at the same time? Is caregiver
on-boarding and retention a challenge for you?
Do you want to increase your referrals,
business visibility and stand out among the
growing competition? CareSmartz360 can help!
Whether you are a Private Duty Franchisor or
an Independent Agency, CareSmartz360 is
designed to meet your business needs.
Developed by software technology experts in
collaboration with Home Care Agencies,
CareSmartz360 is an HIPAA compliant, Cloud-
based solution that manages every aspect of
your private duty home care business.
Manage all aspects of your home
care business with a system of
integrated modules. Streamline your
business functions while improving
financial and operation success.
Client Management Scheduling & Point of Care
Financial ManagementHR Management
Marketing Management Reporting
CareSmartz360
Care 360Smartz

3. Client Assessment, Intake & Management
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Scheduling & Point of Care Management
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Finance & Accounting
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Caregiver & Staff Training
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Reporting
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Instant access to a client’s complete records
Paperless Assessments offline or online on laptop
and mobile devices
Automatically calculates required level of care and
generates client’s service plans
Simple, faster and more accurate scheduling
Time entry and visit verification through IVR to
streamline billing and payroll
Integration with GPS maps, Emails, SMS for real-time
data exchange with Caregivers in the field
Integration of Intake, Schedules, Billing, Payroll, EFT
and Collections
One-click batch billing and email invoices
Export payroll to a format accepted by your
company (QuickBooks, ADP, CSV etc.)
Pre-designed home care trainings and courseware
Comprehensive Learning Management System (LMS)
for your staff and caregivers
Comprehensive Library of Reports; Operational,
Financial, Marketing and Administrative
Flexibility to create custom reports
Option to email reports and save in multiple
formats
Solution Capabilities Do you need to depend on multiple
applications and time-consuming manual
processes to manage your home care
business? CareSmartz360 to the rescue!
Human Resources
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Marketing & CRM
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Franchise Management
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Streamline HR related activities, Caregiver and Staff
Management
Contact history, training reports, compliance tracking,
pay rates, personal details etc.
Complete management of leads, email marketing
campaigns and groups
View Post campaign analytics
Add promotional coupon codes
Website builder to help franchisees build and launch
websites in minutes
Complete lead and marketing campaign management
Helps streamline and manage franchise on-boarding
process
Franchise Information Manager, Reporting & Support
CareSmartz360's mobile application is perfect
for employees and staff who spend much of
their time in the field. It includes scheduling
features, caregiver details, client details and
telephony among other things making it easy
to manage your business on the go.
The CareSmartz360 Mobile App
Schedules &
Calendar
Alerts & Prompts
to caregivers
Directions to
client location
Visit Verification
& Time Tracking
Caregiver
Details

4. CareSmartz360 Learning
Management System (LMS)
Is Caregiver retention a challenge for you?
Do you want to streamline Caregiver and
Staff on-boarding and training?
Create e-learning courses for your staff
with the CareSmartz360 LMS. Training
becomes fast, easy and cost-effective.
Features of CareSmartz360 LMS
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100 plus out - of - box home care courses
Rapid course deployment
Presents a real - time virtual training environment
Delivers training in multiple formats - WBT mode,
PDFs, PPT, Excel, etc.
Addresses all user tracking needs
Add/Modify Courses
Ability to set up hierarchical reporting
CareSmartz360 LMS can help you train your operatives
faster and much more economically than traditional
classroom training. Here are some of the benefits:
Structure and create courses the way you want and
deliver training in a range of formats
Elearning courses are at least 60% cheaper than
classroom training
Allows your staff to login and learn at their own
convenience-anywhere, anytime
Students learn 60% faster and can cover 5X the
material in the same time (as spent on classroom
training) on an average
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Upload
assignments
in any
format
Can view others’
assignments if
allowed by the Admin
Students can chat
with each other
Video Streaming
Multi-format material
Feedback by e-mail
Give assignments
Scoring & Grading
Admin Control@
ADMIN
The reputation of your home care business depends
on the quality of your staff. CareSmartz360 LMS helps
you raise the standard of care by enabling elearning
for your caregivers and staff.
CareSmartz
360 LMS

5. CareSmartz360 Digital
Marketing Services
At CareSmartz360, you will have a
dedicated team of experts to focus on your
Digital Marketing needs
Search Engine Optimization
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Top-of-page listings on all the major
search engines
Improve engine ranking and
visibility
Targeting “Business-theme”
keywords that extend the reach of
the campaign significantly
Pay Per Click Marketing
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Prompt, targeted and pre-qualified
traffic to your site
Optimum targeted keyword
phrases
Avoiding unwanted clicks with a
“negative keyword list”
Continual campaign monitoring,
keyword update and URL tracking
Print & Web Design Services
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Variety of website designs using
latest technologies
Responsive website design that is
fully optimized for all kinds of
devices
Logo, brochure, flyers, catalogs,
online banners and business
stationery items
Benefit from the skills and vast experience of our
marketing team to get your home care agency high
visibility, traffic and credibility online.
Get online visibility with our Digital Marketing services
40% of users use social
media to find health
related consumer reviews
38% of users use the
Internet to find information
about hospitals and
healthcare facilities
47% of users search online
for information about
doctors and other
healthcare professionals
$280 billion is the amount
of healthcare revenue
influenced by local search
each year
40%
47% $280B
38%
digital
marketing
IS VITAL
TO YOUR
SUCCESS
source: fathomdelivers.com
source: healthworkcollective.com
source: healthworkcollective.com
source: localvox.com

6. Corp. HQ: 332 Jefferson Road, Rochester, NY 14623
www.caresmartz360.com
Care 360Smartz
What you get with CareSmartz360
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Software License, Set-up and User Training
24/7 Product Support, HIPAA Compliant
Hosting (optional)
Mobile and Tablet friendly application
Telephony – IVR for Electronic Visit Verification and
Time Tracking. Lowest call rates in the industry
To learn more about CareSmartz360 or to set
up a free demonstration, call 1-877-866-4391 or
email us at sales@caresmartz360.com. For more
information visit our website: caresmartz360.com
GET IN TOUCH
“With CareSmartz360, we were able to combine Franchise Operations and Franchise Management into a single
system. Having our data in a single system has made our franchise organization more unified, agile and efficient.
We've closed the reporting gaps that existed when we were using multiple IT systems to run our business. Now
that our data resides in a single system we are able to establish better metrics, monitor and evaluate key
performance indicators (KPI).”
CEO,
A Leading Home Care Franchisor
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Texting/SMS – Most efficient way to communicate
with caregivers in the field
Learning Management System (LMS) – Out-of-the-
box home care courses, Course Builder and complete
training management
E-Marketing Services – Website SEO, PPC and Web
& Print Design Services