Client assessment
and care plan

Personalized plans, perfect caregiver matches, and exceptional results.

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Empower care with personalized plans & seamless collaboration

From understanding your client's unique needs to matching them with the right caregivers and keeping all stakeholders informed, we simplify client care for you.

Home Care Client Assessment and Care Plan - CareSmartz360

Craft personalized care plans

Get a complete snapshot of your client’s condition.

  • Gain a complete understanding of your client’s condition with our user-friendly assessment tools.
  • Each client assessment leads to a detailed care plan outlining demographics, required caregiver skillsets, and specific tasks (companion care, personal care, transportation).
  • Get started faster with pre-built templates that you can change based on your agency's unique client needs and services.
Home Care Client Assessment - CareSmartz360

Skill-based matching for client needs

Provide the ideal caregiver for the client.

  • In each client profile, you can specify your client's unique needs, including health conditions and dietary needs, that caregivers need to be able to address.
  • Our software intelligently matches your clients with caregivers who possess the exact qualifications and experience.
  • Your reputation as a home care provider is thus enhanced when your caregivers provide the right level and quality of care.
Software for Caregiver Task Management - CareSmartz360

Caregiver task management

Efficiently organize and track caregiver tasks.

  • You can record tasks to be performed by the caregiver, whether companion care, personal care, or providing transport.
  • These tasks will be reflected in the caregiver’s mobile app and client portal, ensuring everyone is on the same page.
  • This is a very convenient feature that can add a lot of efficiency to your operations and promote transparency in client care.
CareSmartz360 Client Assessments

Streamlined operations & efficiency

Seamless access for all the stakeholders.

  • Once the assessment is complete, it is saved as a care plan. The care plans are accessible to agency staff through client profiles, and to clients & families via the client portal, and caregivers can see them through the mobile app.
  • The profile may have multiple assessments if there have been changes to the care plan or a formal reassessment. You can view the differences between care plans by using the Variance option.
  • The Care Plan can be exported as PDF or Excel for added convenience if your staff needs a printed copy.

Have a question?

You can click on the Add Observation button under the saved assessments of a client to start a new assessment for an existing client.

Once a care plan is generated, you can export it as a PDF or Excel file. The PDF should be easily printable.

You can add tasks to each page individually if they are unique to the client. From the Admin settings, you can also add tasks that will appear by default in every assessment.

Yes, the system is integrated with the caregiver mobile app, so you can send an alert to notify the caregiver that a change has taken place.

A caregiver can provide information on the care plan for a client at any point if he or she is provided with the opportunity to write down their observations and changes in the client's condition, care needs, or responses to interventions.

In most cases, this takes place during the routine updates or assessments by completing their role. Caregivers should also document relevant information clearly and ensure it is consistent with the overall care plan set up by health professionals.

They must also follow the agency's policies on documentation and always keep clear communication with the care team to ensure coordinated care.

We've just scratched the surface

Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.

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