Walkthroughs for billers and agency owners: generating invoices, taking card and ACH payments with Payment Vault, cost sharing, setting client payment terms, working with Medicaid documents and files, and the financial reports that track what has been billed and collected.
15 interactive tutorials
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Shows how to open a client record and add a new payment term, including call type, effective date, and bill rate. Then save it.
How to Generate Invoices in CareBravo
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
View the exact date each shift was approved directly in the Generate Invoice
Release: More Visibility in Invoices & Payroll + Easier VA Reports
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
Learn how to quickly search for a specific client and pin your Invoice File Report settings for faster access.
Release: Enhanced Invoice File Report
Learn how to easily manage client responsibility billing process payments through CareBravo
Release: Introducing: Cost Sharing, Simplified
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
CareBravo now displays a reminder when invoices are generated after the Thursday 8 PM processing cutoff.
Release: Smarter Invoice Processing, Reporting & Shift Details Are Here
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 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
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
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
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
These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.