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