Careficient vs CareSmartz360

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Our analysts compared Careficient vs CareSmartz360 based on data from our 400+ point analysis of Home Health Software, user reviews and our own crowdsourced data from our free software selection platform.

Careficient Software Tool

Product Basics

Careficient is a web-based solution designed for hospice and agencies to manage payroll, employees, scheduling, patients, referral sources, automated invoicing, EVV and OASIS forms from one place. It stores all staff information like payroll, territory assignments and license expiration dates. Automated scheduling matches care workers with patients according to geographical locations, compliance requirements and disciplines.

It streamlines business processes like point of care, HR, reporting, intake and EDI. It supports customized and standard electronic clinical forms while automatically sending physician orders, face to face and interim orders. Users can manage billed, unbilled and paid invoices using the accounts receivable management module while the business intelligence dashboard graphically displays revenue performance.
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CareSmartz360 is a HIPAA-compliant cloud-hosted resident care solution that helps practices manage client documentation, schedule shifts and prepare patient care plans. Its capabilities include a digital library, billing, electronic intake, payer management and recurring schedule creation.

Agencies can match patients with caregivers according to location, specialty, requirements and availability while using color codes to highlight no-shows, approved, open or booked shifts and view staff schedules. Administrators can use the learning management module to educate staff and measure progress by attempted or unattempted courses. A personal portal helps patient family members monitor invoices, review caretaker tasks, add required documents, make payments and communicate with agencies.
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$995 Monthly
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$10/Client, Monthly
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Leverage an Easy-to-Use System: Automate time-consuming processes to spend more time on patient care. Eliminate manual data-entry errors while streamlining workflows and compliances. 
  • Optimize Scheduling: Integrate patient and staff scheduling for efficient resource utilization. Identify available employees with required skills to match patient care plans. 
  • Streamline Invoicing: Accelerate reimbursements through accurate data while meeting important deadlines. Automatically pick up claims submitted via Electronic Remittances (ERA) and EDI while applying cash to patient invoices. 
  • Customize Clinical Forms: Configure personalized and default clinical forms while staying compliant. Automatically fax physician orders, interim orders and care plans to physicians. Access an integrated drug database and medication profiles. 
  • Personalize Payer Settings: Customize payer settings while meeting necessary requirements. Reduce claim rejections, denials and labor costs. Automate manual processes for accurate billing and clean data flow. 
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  • Simplify Caregiver Management: Automate scheduling processes to manage caregiver shifts. Ensure employee compliances while meeting training requirements. Reduce wasteful manual efforts to spend time on critical business functions. 
  • Reduce Shift Overlaps: Prevent overlapping caregiver shifts, timings and leaves. Receive real-time alerts on possible overlaps and time conflicts while scheduling. Prepare care plans and upload them in advance while assigning shifts to available staff in case of cancellations. 
  • Increase Connectivity: Bridge the communication gap between caregivers and clients by promoting smooth information flow. Save time sharing and communicating with clients while improving caregiving services. Drastically reduce misplacements, errors and misunderstandings. 
  • Establish Administrative Control: Streamline administrative tasks like billing and payroll, scheduling, HR and training to increase efficiency and productivity. Caregivers can access relevant information through a caregiver and family portal. Use EVV to track time while streamlining client billing and caregiver payroll to improve accuracy. 
  • Leverage Franchisor Support: Oversee franchisee management, recruitment and accounting. Use intranet to access franchisee information like corporate office, personnel and policies. Maintain successful franchisor-franchisee relationships through paperless onboarding and seamless communication. 
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  • Integrated Scheduling: Identify available caregivers with required skills to meet patient needs. Focus on effective patient care and growing business rather than time-consuming menial tasks. Eliminate data redundancies. 
  • Streamlined Invoicing: Accelerate reimbursement processes by billing at appropriate intervals while meeting deadlines. Submit claims through electronic remittances or EDI while applying cash to patient invoices. 
  • Electronic Clinical Forms: Stay compliant with customized and default electronic clinical forms. Fax plan-of-care, physician and interim orders to doctors. Automatically generate all necessary forms while getting detailed analysis of OASIS forms for maximum payments. 
  • Workflow Management: Perform all necessary actions using events-driven workflows. Tackle compliance issues while filling out the required documentation. Eliminate additional modules for eligibility verification. 
  • Automated Work Basket: Foster team communication and reduce delays while decreasing errors and reducing costs. Manage payroll, scheduling, employees, physician orders, patients, invoicing, OASIS forms, accounts receivable, interim orders and payers. 
  • Bookkeeping: Automate manual processes for accurate billing. Create a data feed interface with external modules like payroll, CAHPS and CRM. 
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  • Quick Scheduling: Use the quick schedule function to select client names, schedule starts and end times and type of shift. Assign caregiver tasks while creating schedules quickly. Match caregivers with clients based on distance, specialty, availability and more. Assign open shifts to one or more caregivers while informing them via emails or text messages. 
  • Billing and Payroll: Automate invoicing by creating invoice folders while specifying criteria that can be processed and sent in one go. Export final invoice batches to QuickBooks, print out as PDFs or send invoice notifications to payers. Perform multiple functions like adjust, email, delete or discount to each invoice batch using icons in the row. 
  • HR and Training: Store crucial staff and caregiver information like employment history, education, referrals, availability, preferred timings, reporting supervisor and more in the HR module. Stay compliant by tracking caregiver license and certification information while getting notifications 30 days prior to expiration. 
  • Caregiver Portal: Let caregivers access multiple widgets to get an overview of available shifts, upcoming schedules, client details with tasks and hyperlinks with detailed information. Caregivers can view open shifts while sending requests to fill those. Caregivers can click in and out of shifts, add service delivery notes and mark assigned tasks as complete using the scheduling widget. 
  • Reporting: Get in-depth insights on various business aspects for smart decision-making. Monitor caregiver performance, track scheduled time vs. hours delivered and track caregiver check-ins, outs and time spent on shifts through scheduling and EVV reports. Get details of revenue generated, expenses, client margins, expenses, invoice adjustments and more via accounting reports. 
  • Digital Library: Upload compliance documents, training manuals and templates to a digital library for easy access. Keep all documents updated and consistent for staff and caregivers. Updating folders and archiving the old ones eliminates confusion while keeping everyone on the same page. 
  • EVV: Verify caregiver clock-ins, outs and total billable hours per shift. Track and manage schedules using a single screen while changing their status to approved, canceled, need review or no-shows. Use a scheduling time tracking view to see the required schedules while glancing at open shifts and reviewing schedules for which payroll has been finalized. 
  • Family Portal: Let clients and their family members view invoices, care schedules and other vital information. Clients can provide feedback on care and service quality. Let clients pay directly from the dashboard while gauging how much they are spending on care services. 
  • Payer Management: Save time by not adding identical payer information multiple times while categorizing them as a community, company or private payer. Bill faster by saving preferred mode of branding, invoicing, credit card information and invoicing. Automate billing and invoicing by recording billing rates for specific payers while inputting rates for particular services and shift types. 
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Product Ranking

#42

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Home Health Software

#66

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Home Health Software

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User Sentiment Summary

Great User Sentiment 31 reviews
Excellent User Sentiment 28 reviews
86%
of users recommend this product

Careficient has a 'great' User Satisfaction Rating of 86% when considering 31 user reviews from 1 recognized software review sites.

92%
of users recommend this product

CareSmartz360 has a 'excellent' User Satisfaction Rating of 92% when considering 28 user reviews from 1 recognized software review sites.

4.3 (31)
4.6 (28)

Awards

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CareSmartz360 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Accessibility: The application provides all patient information like medication lists, contacts, orders, service notes and insurance profiles in one place, noted 81% of users who mentioned accessibility.
Functionality: Approximately 85% of reviewers said that the system is easy-to-use, offers built-in compliances and simplifies patient scheduling and authorizations.
Customer Support: The solution has responsive customer support that resolves issues on time, said 88% of users who mentioned support.
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Functionality: The system is user-friendly and streamlines patient tracking, scheduling and payroll, noted 83% of users who mentioned the product’s functionality.
Billing: Approximately 85% of reviewers said that the application simplifies billing and payroll processes while seamlessly integrating with Quickbooks.
Layout: The system is well-organized and aesthetically pleasing, said 88% of users who mentioned layout.
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Set Up: The product’s initial set up is cumbersome and time-consuming, noted 89% of users who talked about installation.
Reporting: Nearly 81% of reviewers said that the system offers limited report customization capabilities.
Glitches: The application is prone to glitches and encounters occasional lag, said approximately 78% of reviewers who talked about glitches.
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Learning Curve: There’s a steep learning curve to get used to the product’s features and capabilities, noted 87% of reviewers who talked about the learning curve.
Customer Support: Nearly 84% of users said that the application doesn’t offer 24/7 customer support and is sluggish to respond to issues.
Cost: The add-ons and customizations are expensive for smaller agencies looking for value-for-money solutions, said approximately 77% of reviewers who talked about cost.
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Careficient is a comprehensive EHR application that streamlines agencies’ patient charting, scheduling, billing and payroll processes. It organizes patient information in one place, offers prompt customer support and offers built-in compliances at affordable prices. However, the application is cumbersome to set up initially, offers limited report customizations and occasionally encounters lag and glitches.

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Does CareSmartz360 live up to its name and make you feel smarter about home healthcare management? Based on user reviews, CareSmartz360 seems to be a hit with home healthcare agencies looking for an alternative to traditional methods. Users rave about its intuitive interface and comprehensive suite of features, highlighting its scheduling, billing, and client management as major wins. For instance, one user praised the software's ability to "eliminate paper timesheets" and streamline payroll, while another highlighted the convenience of setting up client schedules once and not having to "keep 'building' schedules each week." Many users view these features as a breath of fresh air compared to the clunky, outdated systems they used previously. However, like a patient with a stubborn cough, CareSmartz360 isn't without its drawbacks. Some users have reported experiencing occasional technical glitches, which can be frustrating when you're trying to manage a busy healthcare operation. Additionally, several users mentioned a steep learning curve, particularly for those unfamiliar with similar software. This is an area where CareSmartz360 could improve, perhaps by offering more comprehensive onboarding resources or in-app tutorials. Despite these hiccups, the overwhelming sentiment is positive. Users consistently applaud the responsiveness and helpfulness of CareSmartz360's customer support team, which seems to act like a reliable remedy for any software-related ailments. This dedication to customer satisfaction appears to be a key differentiator for CareSmartz360, as users often compare it favorably to competitors who lack this level of support. In conclusion, CareSmartz360 appears best suited for home healthcare agencies of all sizes looking to ditch their old ways and embrace a more efficient, digital approach. Its user-friendly design, coupled with robust features and stellar customer support, makes it a compelling option for those seeking to streamline operations and improve overall care coordination.

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