7 October 2025

New Features and Updates

Agency & Caregiver App Enhancements: Rockerbox WOTC, EVV & Reporting Upgrades

Following are the changes in this release:

Mobile app Versions –There will be an update to the Caregiver mobile app with this release. The version of the Caregiver app will be V2.53 (code push 1.0). ​No Update on Agency app, hence the app will be on V2.16 (code push 1.1) as previously.

The minimum operating system requirements are as below:

Platform Minimum Version Notes
iOS 15.1+ Older devices (iPhone 6/6 Plus, some iPad models) cannot run RN 0.78 apps.
Android 7.0+ (API 24) React Native officially bumped minSdkVersion to 24, so Lollipop (21) and Marshmallow (23) are dropped. Covers ~99% of active devices in 2025.

Schedule Maintenance Window

Please note that regular maintenance is scheduled for October 7, 2025, from 12:30 AM to 4:30 AM Eastern Time, to perform necessary tool updates and deploy improvement patches. Thank you for your continued partnership!

Client Time Zone to be sent to QBO

The invoice data sent to QBO now includes time adjusted according to the client’s time zone, as defined in the client profile. If a client’s time zone is updated in the profile, the subsequent invoice data sent to QBO will automatically reflect the updated time zone.

The View Invoice screen will continue to display time in the agency’s time zone with no change to the invoice UI.

Visit Notes Settings Update

A new setting labelled “Make visit note(s) mandatory for ad-hoc shifts” has been added in the system. The setting previously labeled “Make visit note(s) mandatory” has been renamed to “Make visit note(s) mandatory for pre-scheduled shifts” in the Client Preferences section.

The following two settings are now available under the Office Settings – Main Tab:

  • Make visit note(s) mandatory for pre-scheduled shifts
  • Make visit note(s) mandatory for ad-hoc shifts

When toggled on, a client multi-select dropdown is displayed:
All clients are selected by default.

Search functionality is available to find specific client names.

Visit Notes Settings Update in agency portal

These settings are effective on both the mobile app and the web portal. Changes made in the Office Setting for “Make visit note(s) mandatory for pre-scheduled shifts” automatically reflect in the Client Preferences section, and vice versa.

Inclusion of All Clients with Valid Authorization in Client Reports: Authorized Hours vs. Completed Hours, Regardless of Scheduled or Completed Hours

A new report, Client Authorization Hours, has been added under the Client Reports section. This report displays all clients with valid and active authorizations, even if they do not have any scheduled or approved hours. The structure and output of this report are the same as the existing Authorized Hours vs. Completed Hours report, with the only difference being that the new report ensures inclusion of all clients who have valid authorizations, regardless of their scheduled or approved status. The available filters for the Client Authorization Hours report remain consistent with those in the Authorized Hours vs. Completed Hours report.

Updated Client Authorization Report in Agency Portal

Improvements to the CMS 485 form

Users will be able to see the following data pointers to be automatically fetched from the completed assessment.

1. Patient’s HI Claim No will be fetched from Client’s Medicaid ID.

2. Provider No. will be fetched from the Agency’s Tax ID.

3. Activities Permitted – Tasks mentioned in Standard Assessment V3 will be selected in the dropdown.

4. Medications – mentioned in Standard Assessment V3 will be mentioned separately in each row for the Medication tab in CMS 485.

5. ICD codes

Principal Diagnosis – Primary Code.

Surgical Procedure – Secondary code.

Other Pertinent Diagnosis – Tertiary code.

6. Allergies
Will be fetched from the Assessment’s additional consideration tab – Allergies section.

7. Goals/Rehabilitation Potential/Discharge Plans
Will be fetched from client’s profile – Care Assessment tab → Goals tab.

8. Physician Name & Address line 1 will be populated from Client’s profile → Main → Contact section, where the relationship is set as family physician.

Rocker box Mapping display

The Rocker box mapping display has been updated with the following checks:

  • Caregivers will only receive the Rocker box questionnaire if they are hired within the past 28 days.
  • If a caregiver does not submit the questionnaire within 28 days of hire, their WOTC Status will automatically be marked as “Not Eligible.”
  • Applicants are not impacted — their workflow remains the same.
  • The Rockerbox mapping display now includes an updated description and a new filter:
  • “Hired in last 28 Days” – shows only caregivers eligible to receive the survey.
  • This filter is hidden if the Employee Type is set to “Applicant.”

Updated Rockerbox Mapping display in CareSmartz360 Agency Portal

EVV/EDI Updates

Added Payer filter in Sandata data post

A new payer type filter is added on the Sandata data post screen so that the user can review & filter data on the screen before posting.

Added Service type filter in HHAeXchange data post

A New Service type filter is added on the HHAeXchange data post screen so that users can review & filter data on the screen before posting.

HHAeXchange updates across different states

  • Illinois: Starting July 24, 2025, visits crossing midnight must be split into two visits. This applies to IL Division of Developmental Disabilities (Payer ID: 42903) and IL Division of Specialized Care for Children (Payer ID: 181345).
  • New Jersey: Two new service codes have been added to NJ Medicaid EVV API specifications.
  • Added the following new procedure codes:
S9123:EP Nursing care, in the home, by a registered nurse  Per hour  FFS NJ
S9124:EP  Nursing care, in the home, by a licensed practical nurse  Per hour  FFS NJ
  • Florida: There has been updates  made to the Missed Reason Code table in the EDI Code Guide.
  • A new missed reason was created for hospitalized enrollees (below).
Code Description Payer
41 Enrollee Hospitalized  Florida Community Care 
  • Florida: There have been updates  made to the Visit Edit Reason Code table in the EDI Code Guide.
  • Updated the description for code 305 (see below). Depcriate the codes COVID-19 codes 700, 701, and 702.
305 The attendant is unable to connect to the internet 
  • Virginia: New code tables have been added to support the Alt EVV import interface process.
  • Virginia EDI Codes
  • Pennsylvania: New documentation has updates to improve data submissions and reduce import rejections.
  • The description and character limit have been updated for User Field 2 (below).
Field Description Data Type  Required Max Length  Cell
User Field 2 Patient Admission ID 

Required when a member is dually enrolled with a health plan and has multiple accounts in HHAeXchange

HHAeXchange Updates for Pennsylvania Providers

Updated the PA Missed Visits Info Import specifications to include a new field: User Field 2, Patient Admission ID: Required when a member is dually enrolled with a health plan and has multiple accounts in HHAeXchange.

Also, for the following payers, the Missed Visit report is a mandatory step.

  • AmeriHealth
  • AmeriHealth EPSDT
  • Keystone
  • Keystone EPSDT

Ability to Fetch 835 via API via Inovalon (formerly Ability) clearing house in CareSmartz360

Providers using Inovalon (formerly Ability) as a clearing house for posting 837 P & I files for Claim processing will now be able to fetch the 835 files directly via API in the Caresmartz360 portal.

It will reduce there manual effort to get the 835 file & then upload the same in our system.

Integration with AHCCCS in the state of Arizona

All the provider agencies in the state of Arizona will now be able to send data to AHCCCS as an aggregator instead of Sandata. Caresmartz360 is fully integrated & tested with the state aggregator with test data.

Integration with AL Medicaid in the state of Alabama via SFTP

All the provider agencies in the state of Alabama will now be able to send data to Al Medicaid as an aggregator. Caresmartz360 is fully integrated & tested with the state aggregator with test data.