CareBravo Agency Settings & Communication Tutorials

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

Configure and Manage Agency Services on CareBravo

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.

• Agency Owner / Admin

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

Create and Manage Broadcast Messaging Lists in CareBravo

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

• Agency Owner / Admin
• Biller

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

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

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

Configure Mileage and Expenses Tracking in CareBravo

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.

• Agency Owner / Admin
• Biller

How To Manage Week Range Settings In CareBravo

Learn how to configure caregiver work limits, weekly ranges, and overtime settings in the Accounting section.

• Agency Owner / Admin

How to set the signing order in report configuration

Select Report Configuration, choose the Type, Report Name, Designation, and Signing Order, then click Save.

• Agency Owner / Admin

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

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