MatrixCare Home Care Release Notes 2020 R3 (v1.65) - Release Highlights and Release Notes Now Available!

by The MatrixCare Home Care Solutions Team |  June 25, 2020

MatrixCare Home Care Release Highlights 2020 R3 (v1.65)

This release includes the following enhancements and updates.

  • Sandata EVV Aggregator Integration
    • Sandata Rhode Island EVV Aggregator Integration
  • Billing
    • MassHealth AFC 837P Extract File
  • Scheduling
    • Telephony Call Review - Filter by Coordinator
    • Duration Changed Flag Ignored when the Actual Duration is Less than the Scheduled Duration
  • Payroll
    • Paychex Preview Allocation Payroll Extract
  •  Reports
    • Updated Draft Payroll Travel Time Verification Report
    • 5371 Simple Alt Caregiver Name Badge Report is available on the Caregiver Reports tab
  • SMS Caregiver Wellness and Work Reminders

    • Office Settings 

    • Caregiver Record Setup

    • Activating Caregiver Wellness and Work Reminders
  • Mobile
    • Added “Thank you for being a caregiver!” Message on Checkout

Preparing for this Release

To prepare for this release, do the following:

  • Refer to the Home Care Back Office Help Text for updates to this release.

    For Back office users, read the following updated documentation:

For Mobile users, read the following updated documentation:

For MyData User’s, read the following updated documentation:

To access these guides, use the Login name: helpuser / Login password: helpuser

Online Training


Learn the MatrixCare Home Care Software at your leisure with our recorded training sessions. The webinar recordings include the following topics:

MatrixCare Basics, Payer Records & Caregiver Records Understand the basics of the software, how to create non-self-pay Payer records and how to enter Caregiver records.

Referrals, Client Inquiry & Client Records Find out how to enter Referrals, how to track potential Client information and how to create Client records, Admission records and Plans of Care.

Scheduling Learn about scheduling, recurrence patterns, selective updates, Caregiver Search, work refusals and more.

Extra Basics Discover faster ways to move around MatrixCare as well as time saving tips.

Payroll & Billing Find out how to pay your caregivers for services and expenses, how to invoice your clients, how to best group your invoices, and how to make sure you do not miss anything.

Payers & Payment Posting – Learn how you can make changes to Payer and Client records, how to post payments and how to make adjustments to payments and invoices.

Administrative Functions Understand how to configure database settings/defaults, office settings/defaults, and database/office permissions.

 -To gain access to our recorded training sessions, send an email to  In the email please include your Full Name, Email Address, Company Name and Title.




Help File Vidoes



Mobile Registration Invite and Logging into the Device the First Time  (enter password of helpuser to access/view)

Video demonstration explains how to register and log into the MatrixCare Home Care mobile application for the first time.


Don't miss the MatrixCare Video Library which is available at any time within the Help File. Watch short videos on a wide range of topics including navigation, creating a new user and caregiver, scheduling, payroll, billing, telephony, and more.  New additions continuously being added so don't miss it - get there via F1 key, Help>MatrixCare Help from menu, or click the question mark icon on main toolbar and head to the MatrixCare Video Library.