Skip to content
Tutorials & Demos

CareBravo Tutorials & Product Demos

Step-by-step, interactive walkthroughs of CareBravo: setting up clients and caregivers, scheduling, EVV, billing, payroll, care plans, reports, the mobile app and every recent product update.

156 interactive tutorials · 14 topics · 10 roles

Browse tutorials by topic

Each topic page lists every CareBravo walkthrough for that part of the platform. Every tutorial opens as an interactive, click-through demo.

Latest release demos

The most recent features from CareBravo's release notes. See every product update →

EVV & Clock-In

Shift Clock In/Out Report

Quickly review scheduled and actual shift clock-in and clock-out times, client, caregiver, and shift status in one report.

Release: Shift Clock In/Out Report Is Here + Unlock Completed Shifts

  • Agency Owner / Admin
  • Assessor
  • Caregiver
Watch tutorial

All CareBravo tutorials

156 interactive tutorials, grouped by topic. Search or filter by role to find the walkthrough for your job.

Mobile App 24

Español

How to Install the CareBravo App on (ios)

Aprende a instalar rápidamente la aplicación CareBravo en tu dispositivo iOS. Sigue esta sencilla guía paso a paso para descargarla y empezar a usarla en cuestión de minutos.

  • Assessor
  • Caregiver
  • Client
  • Client Family
Watch tutorial

Skilled Nursing Shift Workflow

Learn the correct order for completing a Skilled Nursing shift, from Clock In to Mark as Complete.

Release: Skilled Nursing Shifts: Clock In to Start & Clock Out to Complete

  • Assessor
Watch tutorial

Get Reminded About Missing Shift Signatures

CareBravo now reminds caregivers about missing signatures from previous shifts when they clock in to a current shift, helping ensure all required shift details are completed.

Release: Never Miss a Shift Signature + Easier Signing on Mobile

  • Caregiver
Watch tutorial

Sign in Full Screen

Use the new full-screen signature option to easily review and complete signatures with a clearer, more convenient experience.

Release: Never Miss a Shift Signature + Easier Signing on Mobile +1 more

  • Assessor
  • Caregiver
Watch tutorial

CareBravo App Bot-Ask AI

Get quick answers and support with the new CareBravo Ask AI.

Release: New Mobile App Features Are Here

  • Agency Owner / Admin
  • Scheduler
  • Assessor
  • Caregiver
Watch tutorial

Scheduling & Shifts 20

Schedule Client Shifts From Action

Learn how to schedule client appointments in Cafrebravo by creating shifts, selecting clients and caregivers, configuring time details, and managing the complete appointment workflow from creation to confirmation.

  • Agency Owner / Admin
  • Scheduler
Watch tutorial

Approve SFC Quarterly in CareBravo

Learn how to filter shift approvals by quarterly review type, set approval date ranges, select assessors and clients, and print completed assessment forms in Carebravo's approval workflow.

  • Agency Owner / Admin
Watch tutorial

UnPreferred caregiver

Learn how to manage caregiver preferences by setting unpreferred caregivers for clients, assigning multiple caregivers, and documenting reasons for restrictions in CareBravo.

  • Agency Owner / Admin
  • Scheduler
Watch tutorial

Unlock Completed Shifts for Mobile Updates

Admins and Owners can now unlock completed caregiver or assessor shifts, allowing updates to be made from the CareBravo mobile app before marking the shift complete again.

Release: Shift Clock In/Out Report Is Here + Unlock Completed Shifts

  • Agency Owner / Admin
  • Assessor
  • Caregiver
Watch tutorial

Create Multiple Caregiver Shifts on Non-Consecutive Dates

As of 24 August 2026 — Add Client Shifts and Managing shifts, signatures, and client balances is now easier with the latest CareBravo improvements. Create shifts faster, keep required signatures on track, and access balance reports more easily.

Release: Create Shifts Faster & Manage Outstanding Balance Reports Easier

  • Agency Owner / Admin
  • Scheduler
  • Biller
Watch tutorial

Copy Shifts with More Flexibility

Learn how to copy shifts across selected dates, choose specific days, and adjust shift time and duration before saving.

Release: More Control Over Copy Shifts, Assessor Shifts & Medicaid File Reports

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Assessor
Watch tutorial

More Actions Available for Assessor Shifts

Access Copy Shift, Notes, and Shift Details directly from an Assessor shift in the Calendar.

Release: More Control Over Copy Shifts, Assessor Shifts & Medicaid File Reports

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Assessor
Watch tutorial

How do I see if a caregiver is already booked?

As of 18 August 2026 — adding a shift now shows Unavailable Caregivers, flagging double bookings, the five minute buffer, and unavailability reasons.

Release: Catch Scheduling Conflicts While Adding a Shift

  • Agency Owner / Admin
  • Scheduler
Watch tutorial

More Control Over Shift Cancellations

As of 11 August 2026 — you can now select specific shifts when canceling from the Calendar, and a cancellation reason is required each time.

Release: Better Shift Control & New Vital Signs Assessment Are Here

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
Watch tutorial

Clearer Signature Status During Shift Approval

As of 11 August 2026 — the Approve Shift screen now shows whether the Caregiver and Client have signed or are still unsigned, so you can verify signatures before approving.

Release: Better Shift Control & New Vital Signs Assessment Are Here

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
Watch tutorial

New Calendar Visibility Features In CareBravo

Learn how to generate calendar type shift reports by setting date ranges, filtering by caregiver role and approval status, then analyze scheduled hours and shift details with sorting and monthly calendar views in CareBravo.

Release: New Calendar Visibility Features Are Here

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
Watch tutorial

Manage Caregiver Approvals and Program Configuration in CareBravo

Learn how to review caregiver shift approvals with filters, access care plan documentation, configure payer programs, and manage client and caregiver records in CareBravo's reporting system.

Release: Manage Caregiver Approvals and Program Configuration in CareBravo +1 more

  • Agency Owner / Admin
  • Biller
  • Assessor
Watch tutorial

Smarter Shift Approvals, Reminders & Reporting Are Here | CareBravo

Discover the latest CareBravo enhancements, including Scheduled vs Actual Hours in Shift Approval, expanded pagination options, caregiver location visibility in Calendar List View, reminder notifications for clients, caregivers and assessors, and a new client filter in Client Interaction Reports.

Release: Smarter Shift Approvals, Reminders & Reporting Are Here

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
Watch tutorial

EVV & Clock-In 9

Shift Clock In/Out Report

Quickly review scheduled and actual shift clock-in and clock-out times, client, caregiver, and shift status in one report.

Release: Shift Clock In/Out Report Is Here + Unlock Completed Shifts

  • Agency Owner / Admin
  • Assessor
  • Caregiver
Watch tutorial

Set Up the Correct EVV Call Types

Learn how to configure the correct EVV Call Type, Procedure Code, and Modifiers in CareBravo based on your Medicaid program requirements.

Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues

  • Agency Owner / Admin
  • Scheduler
  • Biller
Watch tutorial

Review EVV Details & Exceptions

Learn how to review shift details, access electronic visit verification, resolve data entries, enable a new visit identifier, and resubmit resolution changes.

Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues

  • Agency Owner / Admin
  • Scheduler
  • Biller
Watch tutorial

Resolve EVV Issues from Dashboard Alerts

Learn how to review and resolve EVV exceptions for Caregiver and Assessor shifts directly from the CareBravo Dashboard.

Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues

  • Agency Owner / Admin
  • Scheduler
  • Biller
Watch tutorial

See Modifiers & Codes in Approve Shift

This video shows how to view the Procedure Code and Modifier associated with each Call Type directly from the Approve Shift screen.

Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues

  • Agency Owner / Admin
  • Scheduler
  • Biller
Watch tutorial

CareBravo Feature Update

CareBravo New Updates | Caregiver Clock-In Controls, Approval Assessor & Payroll PDF Improvements

Release: Smarter Clock-In Controls & Payroll Updates Are Here

  • Agency Owner / Admin
  • Biller
  • Assessor
  • Caregiver
Watch tutorial

Call Type Procedure Code Now Visible

Procedure Codes are now displayed with Call Types in Client Payment Terms, Caregiver Payroll Terms, and Assessor Payroll Terms.

Release: Smarter Invoice Processing, Reporting & Shift Details Are Here

Watch tutorial

Billing & Invoicing 9

Enhanced Outstanding Balance Report

Search for clients quickly and save your Outstanding Balance Report settings for faster access next time.

Release: Create Shifts Faster & Manage Outstanding Balance Reports Easier

  • Agency Owner / Admin
  • Scheduler
  • Biller
Watch tutorial

How do I find a specific client in the Medicaid File?

As of 20 August 2026 — Search Client is now available in the Medicaid File, so you can find a client before running the report. Nothing else changes.

Release: More Control Over Copy Shifts, Assessor Shifts & Medicaid File Reports

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Assessor
Watch tutorial

How Cost Sharing Works

Learn how to easily manage client responsibility billing process payments through CareBravo

Release: Introducing: Cost Sharing, Simplified

  • Agency Owner / Admin
  • Biller
  • Care Manager
Watch tutorial

How to Use Payment Vault (Card & ACH)

Learn how to add credit card and ACH payment methods, set primary payment preferences, and process invoice payments in CareBravo.

Release: Exciting Update: Payment Vault is Here

  • Agency Owner / Admin
  • Biller
  • Care Manager
Watch tutorial

Payroll 8

How to Configure Holiday Settings in CareBravo

Learn how to configure Holiday settings in CareBravo, including adding holidays, managing holiday dates, setting billing multipliers, configuring payroll rates, and applying fixed holiday pay rates for different call types. Perfect for CareBravo Admin training.

  • Agency Owner / Admin
Watch tutorial

How to Configure Drive Time Settings in CareBravo

Learn how to configure Drive Time settings in CareBravo. This video demonstrates how admins can set up travel time rules, duration limits, address-based calculations, and drive time rates for accurate caregiver payroll processing.

  • Agency Owner / Admin
  • Scheduler
Watch tutorial

Generate Payroll in CareBravo

Learn how to configure payroll settings, select caregivers and payroll periods, and generate approved payroll records for your agency in CareBravo accounting system.

  • Agency Owner / Admin
  • Biller
Watch tutorial

You Asked, We Improved: Payroll, Shift & Tellus Updates Are Here

From Generate Payroll and Calendar to Assessor Shift Management and TELLUS Overnight Shift, these new updates help you manage payroll, shift notes, and overnight scheduling more efficiently.

Release: You Asked, We Improved: Payroll, Shift & TELLUS Enhancements Are Here

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
Watch tutorial

Client Management 14

How To Create And Manage Client Profiles in CareBravo

Learn how to create a comprehensive client profile in CareBravo by entering personal information, setting up billing details, configuring diagnosis and authorization information, and managing service authorizations for healthcare billing.

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
Watch tutorial

How to add Clients personal info in CareBravo

Learn how to create a comprehensive client profile in CareBravo by entering personal information, setting up billing details, configuring diagnosis and authorization information, and managing service authorizations for healthcare billing.

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
Watch tutorial

New Reasons Added When Inactivating a Client

Additional inactivation reasons are now available when changing a client's status to inactive, including Authorization Expired - No More Insurance Coverage.

Release: Create Non-Consecutive Assessor Shifts & View More Client Details in Extended Care Plan

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
  • Assessor
Watch tutorial

Reminder for Critical Client Information Changes

CareBravo now provides a confirmation reminder when critical client information that may affect billing is changed, helping users review details before saving updates.

Release: Critical Client Information Reminder & Mandatory Signature Notifications

  • Agency Owner / Admin
  • Assessor
  • Caregiver
Watch tutorial

Where do I see who is assigned to a client?

As of 18 August 2026 — Client Reports now show the assigned Assessor, RN Manager, and Director names in the Assessor column, pulled from Assignment.

Release: New: Assigned Assessor in Client Reports + Medicaid Documents

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
Watch tutorial

Medicaid Documents in Client Payer Information

As of 18 August 2026 — a new Medicaid Docs section appears under Payer when the payer type is Medicaid, for viewing and adding documents.

Release: New: Assigned Assessor in Client Reports + Medicaid Documents

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
Watch tutorial

More Complete Client Information & Smarter Reporting Are Here

Learn how to access Medicaid eligibility reports, review client medical diagnosis information, generate filtered compliance reports, and manage client contacts with emergency designations in CareBravo.

Release: More Complete Client Information & Smarter Reporting Are Here

  • Agency Owner / Admin
  • Biller
  • Care Manager
Watch tutorial

Enhanced Listing View

Manage Clients, Caregivers, Employees, Assessors, and Prospects in one unified, searchable view in CareBravo

Release: Introducing Enhanced Listing View for Faster Navigation

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
  • Referral Employee
Watch tutorial

Care Plans & Assessments 17

How To Add And Manage Plan Of Care In CareBravo

Learn how to build complete client care plans in Carebravo by configuring care tasks, dietary options, medical equipment, and documenting assessment notes and behavioral observations for personalized client care.

  • Agency Owner / Admin
  • Care Manager
  • Assessor
Watch tutorial

Emergency Contacts & Pets Now Visible in the Extended Care Plan

You can now view a client's Pets information and Emergency Contact details directly in the Extended Care Plan, making important client information easier to access during care reviews.

Release: Create Non-Consecutive Assessor Shifts & View More Client Details in Extended Care Plan

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
  • Assessor
Watch tutorial

Vital Signs Assessment in Extended Care Plan

As of 11 August 2026 — the Extended Care Plan now includes a Vital Signs Assessment, so vital sign information is easier to find. Nothing else changed.

Release: Better Shift Control & New Vital Signs Assessment Are Here

  • Agency Owner / Admin
  • Scheduler
  • Care Manager
Watch tutorial

Configure Agency Settings and Generate Approval Reports

Learn about CareBravo's latest improvements, including Hide Miles & Expenses, Pre-Populated Supervisory Visit Data, Enhanced Extended Care Plan information, and expanded report pagination options for better efficiency and visibility.

Release: More Control, Better Reports & Extended Care Plan Enhancements

  • Agency Owner / Admin
  • Biller
  • Care Manager
  • Assessor
  • Caregiver
Watch tutorial

Documentation & Signatures 5

How To Add Interactions in CareBravo

Learn how to document client interactions in CareBravo by selecting a client, setting interaction details including date and time, choosing an interaction type, and categorizing the service for respite care tracking.

  • Agency Owner / Admin
  • Care Manager
Watch tutorial

How To Complete Incident Reporting in CareBravo

Learn how to document comprehensive incident reports in Carebravo by recording client details, incident timing, location, severity level, and injury status, then submit your completed incident report for review.

  • Agency Owner / Admin
  • Care Manager
  • Assessor
  • Caregiver
Watch tutorial

Mandatory Signature Reminders for Caregivers & Assessors

As of 26 August 2026 — CareBravo allows agencies to make Caregiver and Assessor signatures mandatory through Agency Settings, helping ensure required signatures are completed before moving to the next shift.

Release: Critical Client Information Reminder & Mandatory Signature Notifications

  • Agency Owner / Admin
  • Assessor
  • Caregiver
Watch tutorial

Referrals & Lead Management 10

Share Your Agency-Wide Lead URL

Share your agency-wide Lead URL with referral sources so they can add new prospects directly to your agency.

Release: Track & Sort Prospects by Referral Date and Lead Status

  • Care Manager
  • Marketer
Watch tutorial

Referral By Added to Prospect Personal Information

A new Referral By field is now available in a prospect's Personal Info, making it easier to identify where the prospect was referred from.

Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates

  • Care Manager
  • Marketer
Watch tutorial

Staff Assignment Added to View Prospect

Learn how to assign care team members to prospects in CareBravo by selecting care managers, schedulers, and marketers, then saving staff assignments to complete prospect staffing.

Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates

  • Care Manager
  • Marketer
Watch tutorial

Track Prospect Status by Referral Company

You can now view the status of prospects associated with a Referral Company, making it easier to track and monitor prospects from each referral source.

Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates

  • Care Manager
  • Marketer
Watch tutorial

Caregivers, Employees & Hiring 8

Create and Manage Employee In CareBravo

Learn how to add new employees, input personal and contact information, set payroll terms, track attendance, manage skills, and configure access controls in Create and Manage Admin In CareBravo's comprehensive employee management system.

  • Agency Owner / Admin
Watch tutorial

How to add Employee Skills info in CareBravo

Learn how to create comprehensive caregiver profiles by documenting skills, certifications, physical capabilities, qualifications, language preferences, and uploading required documents in Caryfy's employee management system.

  • Agency Owner / Admin
Watch tutorial

Manage Job Postings and Review Applicants

Learn how to browse job openings, review applicant profiles and resumes, and share job listings with candidates through the hiring module.

Release: Hiring Just Got Easier: Manage Jobs & Applicants in One Place

  • Agency Owner / Admin
Watch tutorial

Create and Publish Job Posting In CareBravo

Learn how to post a job by entering role details, setting application deadlines, specifying pay rates and location, previewing the listing, and publishing it to your careers portal.

Release: Introducing AI Job Assistant for Faster Caregiver Hiring

  • Agency Owner / Admin
Watch tutorial

Reports 27

Generate and Analyze Caregiver Late Shift Reports

Learn how to generate a caregiver late shift report by setting date ranges, filtering specific caregivers, and exporting your analysis in Carebravo. Discover how to customize report parameters and save your configurations.

  • Agency Owner / Admin
  • Scheduler
Watch tutorial

Generate and Review Caregiver Reminder Reports

Learn how to generate a Caregiver Reminder Dates Report by setting date ranges, running the report, expanding individual caregiver records to view reminder details, and selecting entries for bulk actions in Carebravo.

  • Agency Owner / Admin
  • Scheduler
Watch tutorial

Client Document Expiry Report In CareBravo

Learn how to use the Client Document Expiry Report in CareBravo to identify documents expiring within a selected date range, download individual files, and share or export the report for better compliance and document management

  • Agency Owner / Admin
  • Care Manager
Watch tutorial

Search Clients & Pin or Unpin Your Reports

Learn how to search and access payment, invoice, and cost share reports in Carebravo. Discover how to filter by point of contact, payer type, date range, and client, then pin reports for quick access.

Release: Search Clients Faster & Pin or Unpin Reports Easily

  • Agency Owner / Admin
  • Biller
Watch tutorial

Generate Custom Task and Client Reports in CareBravo

Learn how to filter tasks by date and employee, generate performance reports with custom date ranges, manage client documents, and track caregiver interactions in CareBravo's reporting system.

Release: Find Information Faster with These New Updates

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
  • Caregiver
  • Referral Employee
Watch tutorial

New ICWP Reports

Learn how Case Managers can view and download the new ICWP Reports.

Release: New ICWP Reports Are Now Available in CareBravo

  • Agency Owner / Admin
  • Biller
  • Care Manager
  • Assessor
Watch tutorial

Agency Settings & Communication 5

Manage Team Communication and Knowledge Base in CareBravo

Learn how to organize team communications with direct messages and groups, create and manage knowledge base articles, and set up broadcast messaging lists in Caryfy to streamline collaboration.

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
  • Assessor
  • Caregiver
  • Marketer
  • Referral Employee
Watch tutorial

Create & Manage Category In CareBravo

Create and manage categories for Clients, Caregivers, and Prospects. Select one or multiple types, enter a category name, and save it for better organization and tracking across the system.

  • Agency Owner / Admin
Watch tutorial

Smarter Time Settings & Documentation Updates Are Here

Learn how to set up agency information, enable time tracking for shifts and supervisor visits, manage client timesheets and medication records, and approve shifts with EVV documentation in CareBravo.

Release: Smarter Time Settings & Documentation Updates Are Here

  • Agency Owner / Admin
  • Scheduler
  • Biller
  • Care Manager
Watch tutorial

See CareBravo on Your Agency's Workflows

These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.

Book a Demo →

Tutorial preview

Open in new tab