Run your entire caregiver operations from one place.

Reduce calls, questions, and routine follow-ups across your agency.

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The command center for caregiver operations

Everything caregivers and your team need to coordinate shifts, oversee documentation, and keep caregiver operations on track.

Keep every shift on track

Complete notes with AI

Stay EVV compliant

Built for mobile and web

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Less busywork. Better care. Now with AI built-in.

Reduce manual work, improve visibility, and make decisions faster with AI built into the workflows your team already uses.

Caregiver Portal - CareSmartz360

Dashboard visibility for caregivers

Keep caregivers aligned from the moment they log in.

A centralized dashboard gives caregivers real-time visibility into daily work. Agencies gain better alignment across schedules, shifts, and hours.

  • Scheduled vs approved hours are visible to catch mismatches early
  • Visit details available without opening extra screens
  • Agency updates shown at every login
  • Ongoing shift always accessible from anywhere in the portal
  • Daily and monthly hours updated in real time
  • Live timer shows how long each visit has been active
Caregiver Software Portal - CareSmartz360

One calendar. Every shift type.

Everything caregivers need to plan and complete their day.

Caregivers see their entire workday in one unified view, so planning, updates, and shift changes stay simple and structured.

  • All shifts and meetings in one place to reduce scheduling friction
  • Ad-hoc shifts visible alongside regular work for easier coverage management
  • Meetings include directions and expenses, so caregivers arrive prepared
  • Step-by-step clock-out ensures complete documentation and fewer billing gaps
  • Active shift accessible from anywhere for faster completion of work
  • Pre-shift checks and signatures ensure consistent compliance before visits

Voice-to-text & AI-assisted notes in the CareSmartz360 caregiver portal

Faster visit notes. Cleaner documentation.

AI and voice-to-text built into the caregiver workflow.

Voice-to-text captures notes as caregivers work. AI ensures documentation is clear, complete, and compliant.

  • AI reviews the documentation and surfaces notes that require attention
  • Document care notes hands-free with built-in voice-to-text
  • Switch between typing and speaking anytime
  • No setup or training required
  • Built into existing caregiver workflows
Caregiver Portal for Home Care Agencies - CareSmartz360

Self-service requests. Live coordination.

Scheduling updates instantly, without manual inputs.

Caregivers request shifts without a conversation. Agencies get responses instead of questions. Availability and unavailability windows are set directly in the portal and sync immediately to agency scheduling.

  • Faster shift matching with filters for distance, client, and timing
  • Clear shift lifecycle tracking across Available, Offered, Applied, and Declined
  • Consistent filtering across list and calendar views for easier navigation
  • Real-time availability updates synced directly with scheduling
  • Pay rate and estimated earnings visible before caregivers commit
Caregiver scheduling Software - CareSmartz360

Online caregiver training

Training and compliance stay continuously visible across the workforce.

The portal gives caregivers direct access to assigned training courses, completion records, certification documentation, and built-in LMS reports.

  • 230+ caregiver training courses available on demand
  • Certifications, credentials, and completion records in one place
  • Built-in LMS reporting for real-time tracking
  • State-recommended and agency-required courses tracked centrally
  • Supervisor visibility into training status without manual reporting
Caregiver Training Software - CareSmartz360

Documents, always within reach.

Everything stays accessible in a single secure workspace

Caregivers can view, upload, and manage documents and compliance records in a single place. Automated reminders flag upcoming renewals early, helping agencies maintain continuous compliance between audits and check-ins.

  • Documents and compliance records unified in one filtered view
  • Built-in viewer for secure, in-portal file access
  • Upload and manage documents without leaving the workspace
  • Automated reminders for renewals and expirations
  • Secure storage with no external downloads required
Caregiver Portal for HomeCare Agencies - CareSmartz360

Forms completed at the point of care

Add, edit, search, and submit caregiver forms without switching tools.

Caregivers access their full form library directly in the portal, complete forms on the spot, and submit without leaving their workspace. Agencies stop chasing paper.

  • Add new forms and edit existing ones
  • Search the full form library without scrolling through unrelated records
  • Submit completed forms without leaving the caregiver workspace
  • All submitted forms traceable and accessible to agency staff

The CareSmartz360 caregiver portal brochure

Spare a few minutes to learn about the key benefits you derive from our award-winning platform.

Have a question?

Yes. From the Availability section, caregivers set available and unavailable windows directly in the portal. Changes sync in real time and are immediately visible to the agency for scheduling. If shifts are already assigned, caregivers contact the agency directly to make changes.

Yes. In the Documents and Compliance section, caregivers upload credentials that include start and expiration dates, license numbers, and relevant notes. The built-in file viewer keeps everything accessible without downloading to a personal device. Automated reminders flag upcoming renewals before they expire.

Caregivers access full client profiles: demographic information, address with directions, the most recent care plan, emergency contacts, and documents the agency has shared. Agencies control permission levels, including whether caregivers can update or create assessments directly from the portal.

The Training section shows all assigned courses, along with completion status, certification records, and LMS reports pulled from Learn2Care. Caregivers see exactly where they stand without asking anyone. A direct link takes them into the training module for any outstanding work.

Caregivers document visits faster using AI-assisted note rewriting and built-in voice-to-text entry. They dictate care notes and task updates using their device's microphone, switch between typing and speaking at any point, and use optional AI assistance to clean up notes before submitting. Documentation quality improves without adding time to the shift.

#1 rated home care software

CareSmartz360: G2 Awards, Top-Rated for Home Care Excellence
110+ G2 Awards

Top-Rated for Home Care Excellence

CareSmartz360: Gartner Awards from Capterra, GetApp, and Software Advice
40+ Gartner Awards

Capterra, GetApp & Software Advice

CareSmartz360 Customer Testimonial
CareSmartz360 Customer Logos
Juli Wall

Owner, Morning Glory Home Care

CareSmartz360 recognized as a Top Performer by SoftwareSuggest for 2026
CareSmartz360 home care software - g2 momentum leader summer 2026 award
Capterra badge for Best Value in 2026, an award received by CareSmartz360
CareSmartz360 won crozdesk happiest users 2026 award

Grow better with CareSmartz360 today

CareSmartz360 software dashboard interface on a desktop monitor and a mobile app