Clinical workflows for assessors, nurses and care managers: building a plan of care, completing each section of the nurse assessment, initial, supervisory and SFC quarterly visits, the Extended Care Plan, and Form 485 updates.
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Learn how to complete assigned client tasks in the CareBravo Mobile App. Review scheduled care activities, mark tasks as completed or not completed, and keep shift documentation accurate and up to date.
Learn how to complete the Wellness section in the CareBravo Mobile App. This step-by-step guide covers mood, sleep, hydration, activity, body pain, meals, observations, behaviour, and skin integrity to ensure accurate client wellness documentation during a shift.
Learn how to record and save client vital signs in the CareBravo Mobile App. This tutorial demonstrates how to enter weight, blood pressure, blood glucose, respirations, pulse, temperature, and oxygen saturation (SpO₂) during a shift.
Learn how to complete Shift Notes, manage Medications, and review Alerts in CareBravo. This step-by-step guide walks caregivers through documenting care, updating medication details, and addressing alerts accurately during a shift.
Learn how to complete SV Start in Supervisory Visit in CareBravo. Quick steps to add details, assign staff, and save supervisory visit easily.
Learn how to complete the Recent Events section during a Supervisory Visit in CareBravo. Record recent incidents, medical treatments, hospitalizations, physician details, and other client updates accurately to maintain complete visit documentation.
Learn how to complete the Satisfaction Survey during a Supervisory Visit in CareBravo. Record client satisfaction ratings, add notes, complete the aide evaluation checklist, and save the survey accurately.
Learn how to complete the Vitals section during a Supervisory Visit in CareBravo. Record blood pressure, temperature, respiration, pulse, weight, glucose, pulse oxygen readings, add notes, mark refusals if applicable, and save the visit.
Learn how to complete the Dx/Med Review section during a Supervisory Visit in CareBravo. Review diagnosis and medication updates, verify client information, add notes, and save the review accurately.
Learn how to complete the General Conditions section in a Supervisory Visit in CareBravo. Record patient status, wounds, catheter details, and save the review accurately.
Learn how to complete the Communications section in a Supervisory Visit in CareBravo. Add visit summary, record incidents, and select shared stakeholders easily.
Learn what to do after selecting condition status in Needs/Progress. Complete goals, teaching, participation, and medically frail checklist in CareBravo.
Learn how to complete the competency checklist during a supervisory visit in CareBravo by selecting verbal review or demonstrated skills, adding details, capturing assessor signature, and saving the report quickly and accurately.
Learn how to complete client and assessor signatures during a Supervisory Visit in CareBravo. Follow the signature reminder, sign correctly, use Full Screen mode, and submit the completed assessment.
Learn how to create and manage care plans in CareBravo. Define patient needs, tasks, patient goals, interventions, and treatment details. and treatment plans quickly and efficiently.
Learn how to complete a Skilled Nursing Visit in CareBravo by documenting assessments, medications, wound care, intake/output, physician communication, and visit notes.
Learn how to document vital signs and ventilator settings in a Skilled Nursing Visit in CareBravo, including respiratory values, observations, and required fields accurately.
Learn how to complete the Medication Management section in a Skilled Nursing Visit in CareBravo, including documenting medications, compliance, and patient responses.
Learn how to complete the IV Therapy section in a Skilled Nursing Visit in CareBravo, including documenting IV details, therapy status, observations, and treatment notes.
Learn how to complete the Intake section in a Skilled Nursing Visit in CareBravo by documenting oral intake, tube feed, IV fluids, flushes, and other intake details accurately.
Learn how to complete the Output section in a Skilled Nursing Visit in CareBravo by documenting urine, stool, emesis, ostomy, and other output measurements accurately.
Learn how to complete the Wound Care section during a Skilled Nursing Visit in CareBravo. Document wound treatment, dressings, wound vac settings, patient education, and save accurate wound care records.
How To Complete Catheter Care In Skilled Nursing Visit In CareBravo
Learn how to complete the Ostomy Care section during a Skilled Nursing Visit in CareBravo. Document ostomy care provided, stoma assessment, patient education, skin care, notes, and save the visit accurately.
Learn how to complete the Competency Checklist section during a Skilled Nursing Visit in CareBravo. Document nurse competencies, training methods, assessor signature, and save the checklist accurately.
How To Complete Signature in Skilled Nursing Visit in CareBravo
Learn how to create and manage care plans in CareBravo, define patient needs, goals, interventions, treatment plans, and complete the Skilled Nursing Visit by clocking out with accurate visit documentation.
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.
Shows how to open a client's nurse assessment, select all applicable allergies, and save them to the client's record.
Shows how to open a client's nurse assessment and record whether they have had surgeries, along with the surgery name and date.
Shows how to open a client's nurse assessment and record their height and weight, along with the correct units, then save.
Shows how to open a client's nurse assessment and record falls, wounds, living situation, and recent doctor visits, then save.
Shows how to open a client's nurse assessment and record advance directive details for Medicaid clients, then save.
Shows how to open a client's nurse assessment, choose a date range for the RN assessment, and print it as a PDF.
Shows how to open a client's nurse assessment and add important dates to their record.
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.
Learn how to create a goal in the Management module and assign it to a client
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
Learn how to view Plan of Care Summary Notes, Assessment Notes, and Goals in the Extended Care Plan and during shifts in the CareBravo app.
Release: Plan of Care Summary Note, Assessment Notes & Goals Now Visible 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
The Aide Identification section now displays the aide’s designation, such as PCA or RN, along with their name.
Release: Smarter Invoice Processing, Reporting & Shift Details Are Here
Learn how to record medication administration in the Medication Management tab for skilled nursing visits.
Learn how to manage your Supervisory Visit shift step-by-step in Carebravo
Learn how to complete / manage your Initial Assessment shift step-by-step in Carebravo.
Learn how to manage your SFC Quarterly shift step-by-step in Carebravo
Learn how to complete a full Supervisory Visit in CareBravo in one video. This step-by-step guide covers all sections including client details, assessment, notes, interventions, and final submission—quick and easy.
Learn how to manage your Skilled Nursing shift step-by-step in Carebravo
Aprende a gestionar tu turno de enfermería especializada paso a paso en Carebravo.
Aprende a gestionar tu turno de visita de supervisión paso a paso en Carebravo.
Shows how to open a client record and add a diagnosis, including the diagnosis name, code, type, and source. Then save it.
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 filter client assessment reports by selecting columns and search criteria, apply bulk actions, save your results, and view detailed client assessment information in CareBravo.
Streamline medication administration during skilled nursing visits in CareBravo. Easily track, document, and manage medications with improved accuracy, compliance, and real-time visibility for better patient care.
These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.