How Family Forward Scaled Agile Care with CareSmartz360

Family Forward LLC, based in Carmel, Indiana, and serving all of Indiana, delivers dedicated attendant care, homemaker services, structured family care, and participant assistance & care (PAC) to individuals in their homes.

With a team of 40 caregivers, the agency leverages CareSmartz360 for both Medicaid and private-duty operations. The agency’s leadership brings a unique combination of lived caregiving experience—having provided 24/7 care for their own family—and 25 years in technology.

That dual perspective shaped their criteria when selecting a platform: intuitive for caregivers, lean for admins, reliable, and scalable without heavy customization.

With CareSmartz360 in place, scheduling, shift management and billing are streamlined. Most billing and invoicing is now automated—only occasional checks remain in QuickBooks Online.

The caregiver mobile app ensures real-time visibility into schedules, care notes, and tasks so the small admin team can stay focused on meaningful work instead of system troubleshooting.

Before adopting CareSmartz360, Family Forward LLC grappled with foundational operational hurdles that threatened both growth and caregiver/client support:

• Limited administrative bandwidth – With a team of 40 caregivers, managing scheduling, compliance, and communications manually created bottlenecks and staff strain.
• High training/roll-out risk – As a new agency, picking a platform that was intuitive, reliable, and didn’t need heavy customization was critical; the wrong system would have meant wasted time and interrupted operations.
• Cost pressure on startup operations – Starting from zero clients and growing rapidly, the agency needed an enterprise-level tool without large upfront costs—otherwise, growth would have been stifled before it got going.