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
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Each topic page lists every CareBravo walkthrough for that part of the platform. Every tutorial opens as an interactive, click-through demo.
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
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
Aprende a registrar tu entrada, gestionar tareas y registrar tu salida como cuidador/a utilizando la aplicación CareBravo con esta sencilla guía paso a paso.
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.
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
Learn how to create and schedule recurring client shifts in CareBravo by selecting clients, setting payers, configuring call types, defining shift timing, and assigning caregivers to manage healthcare scheduling efficiently.
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.
Learn how to manage caregiver and assessor shift approvals in CareBravo by selecting roles, setting dates, assigning caregivers, and configuring billing preferences between scheduled and actual time tracking.
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.
Learn how to bulk edit shift assignments, change assessors and call types, set shift dates, and manage client schedules efficiently in CareBravo calendar interface.
Learn how to bulk edit multiple caregiver shifts, assign caregivers to clients, set recurring schedules across specific days, and manage shift details like dates and call types in CareBravo scheduling system.
Learn how to filter shifts by preferred caregiver, assign specific caregivers to clients, document reasons for selection, and save preferences in CareBravo's caregiver management system.
Learn how to manage caregiver preferences by setting unpreferred caregivers for clients, assigning multiple caregivers, and documenting reasons for restrictions in CareBravo.
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
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.
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
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
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
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
Mobile numbers for caregivers and assessors are now available directly in Calendar List View, making it easier to access and organize contact information while reviewing shifts.
Release: Smarter Invoice Processing, Reporting & Shift Details Are Here
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
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.
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.
Learn how to set up mileage and expense tracking in CareBravo by configuring billable rates, enabling client billing, and managing service call types for accurate invoicing.
Learn how to view employee assessor details, add multiple payroll term entries with call types, set effective dates, and configure compensation rates in CareBravo to manage employee payroll efficiently.
Learn how to configure payroll settings, select caregivers and payroll periods, and generate approved payroll records for your agency in CareBravo accounting system.
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
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.
Learn how to view active clients, upload and manage client documents, set expiration dates, add tags, and control document visibility for nursing staff 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.
Learn how to view client details, filter by payer type, and assign multiple care team members including caregivers, assessors, case managers, and nursing directors in Carebravo.
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
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
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
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.
Shows how to open a client record and complete every section of the nurse assessment — DME, allergies, surgeries, height and weight, client info, advance directive, RN assessment, and important dates.
Shows how to open a client's nurse assessment and record DME needs across mobility, medical, home equipment, daily living, and other categories, then save.
Learn how an Assessor completes the June SFC Quarterly Visit in the CareBravo Web Application. This step-by-step guide covers shift clock in/out, approval workflow, Health Coach and Assessor signatures, and document generation.
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
Nutrition Information, including the Tube Feeding Schedule, is now available in both VA Form 485 and Form 485, giving caregivers and reviewers easier access to important nutrition-related care details.
Release: Create Non-Consecutive Assessor Shifts & View More Client Details 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
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
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.
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.
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
Learn how to register a new referral company, enter contact information including address and ZIP code, and save the referral company settings on CareBravo.
Learn how to register new referral sources, enter comprehensive contact information including phone and email details, and save referral source records in CareBravo for your agency.
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
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
Learn how to create a comprehensive caregiver profile, configure payroll terms, manage skills and qualifications, set unavailability schedules, upload documents, and configure app reminders 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.
Learn how to create a new employee record with personal information, address details, contact information, and job designation. Set up complete employee profiles with role assignments and joining dates 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.
Learn how to create and manage employee attendance records in Carebravo by setting date ranges, entering specific times, and saving attendance details for payroll tracking.
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
Learn how to generate customized Agency Notes Reports by selecting clients, configuring filters, running queries, and sharing insights with team members on CareBravo.
Learn how to generate the Assessor Payroll Report in CareBravo. Select the date range, choose report details, run the report, and export payroll data in XLSX or PDF format.
Learn how to create a calendar type scheduling report by setting date ranges, filtering by caregiver role, grouping by summary, and exporting the complete results to PDF.
Learn how to generate cancelled shifts reports by selecting dates and cancellation reasons, review detailed entries, and share or save reports for your team in CareBravo.
Learn how to generate the Caregiver Interactions Report in CareBravo. Select a date range, view caregiver interaction records, and export the report in XLSX or PDF format.
Learn how to generate the Caregiver Clock In/Out Weekly Analytics Report in CareBravo. Filter by date range, select report details, view weekly clock-in/out analytics, and export the report in just a few clicks.
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.
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.
Learn how to create customized caregiver reports by selecting specific fields, filtering by status and name, bulk selecting records, and exporting data in CareBravo for team collaboration.
Learn how to create customized Carelog reports with EVV oversight in CareBravo by filtering by date range, point of contact, client, and service type, then save and share results.
Learn how to filter client assessment reports by selecting columns and search criteria, apply bulk actions, save your results, and view detailed client assessment information 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
Learn how to filter client documents by date range and client name, search for specific files, and merge multiple documents into a single consolidated file in CareBravo.
Learn how to generate detailed client interaction reports in Carebravo by selecting clients, setting custom date ranges, filtering by interaction categories, and managing report entries with bulk actions.
Follow this guide to complete the Client Reminder Dates Report by selecting the required date range, running the report, and viewing all client reminders, reminder details, creator information, and created dates.
Learn how to filter clients by status and time period, customize report fields, search for specific clients, adjust pagination, and export client data in carebravo for comprehensive reporting and analysis.
Learn how to generate Cost Share Invoice Reports in Carebravo, filter by date range, and navigate detailed billing and transaction records for comprehensive invoice review and adjustments.
Learn how to generate Documents Expiration Reports in CareBravo by selecting filters, running the report, and reviewing, sharing, or saving expired document records.
Learn how to generate Employee Reports in CareBravo by viewing Active, Inactive, or All employees. Apply filters, run the report, and review employee details with this step-by-step guide.
Learn how to generate and export Payroll Reports in CareBravo by applying filters, running the report, and exporting payroll data for review and recordkeeping.
Learn how to generate Gross Profit Reports and manage Employee Payroll in CareBravo. Apply filters, review payroll and profit data, and export reports with this step-by-step guide.
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
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
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.
Learn how to configure care services for your agency on CareBravo by adding service options, saving changes, and managing your contact list through simple deletion workflows.
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.
Learn how to create a broadcast messaging list in Carebravo, filter recipients by role like Caregiver, and save your recipient list for multi-recipient communications.
Release: Search Clients Faster & Pin or Unpin Reports Easily
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
These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.