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CareSmartz360

Pittsford, New York, United States

What it is

CareSmartz360 is an all-in-one home care software platform for private duty and independent home care agencies. It combines automated scheduling, caregiver-client matching and AI Smart Scheduler capabilities with billing, invoicing, payroll, claims workflows and multi-payer billing. Electronic visit verification uses telephony and GPS-based clock-in and clock-out, with EVV integrations in more than 40 states. Agency staff and caregivers can use Android and iOS mobile apps, while standard features include caregiver and family portals. Open APIs and integrations are listed for Viventium, Waystar, Paychex, Sandata, HHAeXchange, QuickBooks, ADP Workforce, Checkr and PVerify. CareSmartz360 is described as cloud-based, HIPAA-compliant, Microsoft Azure-secured and SOC 2-compliant. Stored patient and financial data uses AES-256 encryption, and the company states ISO/IEC 27001 compliance for its information security management system. Subscriptions include updates and dedicated support. Onboarding includes personalized training and guided migration, with transfer, setup and training handled at no extra cost. Pricing is available on request.

For and against

For

  • Automated scheduling and caregiver matching
  • EVV with telephony and GPS
  • Android and iOS caregiver apps
  • Billing, payroll and claims workflows
  • Open APIs and listed integrations

Against

  • No free plan
  • Pricing is available only on request
  • Designed for home care agencies

The verdict

CareSmartz360 covers scheduling, EVV, financial workflows, mobile access and agency integrations in one platform. Its security and onboarding provisions are detailed, but prospective customers must request pricing.

Who it suits

It suits private duty and independent home care agencies managing schedules, caregivers, visits, billing and payroll. Mobile apps, portals and integrations support agency, caregiver and family workflows.

Plans and prices

Enterprise Agencies

Priced on request

250+ clients · all standard features · CareSmartz360 AI included

Franchisor

Priced on request

franchise networks · all standard features · CareSmartz360 AI included

Growing Agencies

Priced on request

0–100 clients · all standard features · CareSmartz360 AI included

Large Agencies

Priced on request

101–249 clients · all standard features · CareSmartz360 AI included

Every plan, in full

On the record

Billing and payroll
CareSmartz360 combines billing, invoicing, payroll, claims workflows, and multi-payer billing support.caresmartz360.com · read 2 Oct 2026
Encryption
Stored data, including patient records and financial data, is encrypted with AES-256.caresmartz360.com · read 2 Oct 2026
EVV
The software supports electronic visit verification with telephony and GPS-based clock-in and clock-out, with EVV integrations in more than 40 states.caresmartz360.com · read 2 Oct 2026
Integrations
CareSmartz360 offers open APIs and integrations including Viventium, Waystar, Paychex, Sandata, HHAeXchange, QuickBooks, ADP Workforce, Checkr, and PVerify.caresmartz360.com · read 2 Oct 2026
Migration
The company says its team handles data transfer, system setup, and training at no extra cost.caresmartz360.com · read 2 Oct 2026
Mobile apps
Agency staff and caregiver mobile apps are available on Android and iOS.caresmartz360.com · read 2 Oct 2026
Portals
The standard feature set includes caregiver and family portals for access to information and communication.caresmartz360.com · read 2 Oct 2026
Purpose
CareSmartz360 is an all-in-one home care software platform for private duty and independent home care agencies.caresmartz360.com · read 2 Oct 2026
Scheduling
The platform provides automated scheduling and caregiver-client matching, including AI Smart Scheduler capabilities.caresmartz360.com · read 2 Oct 2026
Security
The platform is described as cloud-based, HIPAA-compliant, Microsoft Azure-secured, and SOC 2-compliant.caresmartz360.com · read 2 Oct 2026
Security certification
CareSmartz360 states that its information security management system complies with ISO/IEC 27001.caresmartz360.com · read 2 Oct 2026
Support
Subscriptions include regular software updates and dedicated support, while onboarding includes personalized training and guided data migration.caresmartz360.com · read 2 Oct 2026

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