Setting up and maintaining client records in CareBravo: creating a client profile, personal information, diagnoses, referral details, care team assignments, documents and reminders, plus the listing views and client reports used to find information quickly.
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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.
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 add referral details to a client, including the external case management company, case manager, and referral source.
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.
Learn how to add and manage reminders for a client in CareBravo so important follow-ups, appointments, or care-related tasks can be tracked easily.
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
As of 18 August 2026 — Client Reports now show the assigned Assessor, RN Manager, and Director names in the Assessor column, pulled from Assignment.
Release: New: Assigned Assessor in Client Reports + Medicaid Documents
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
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
Manage Clients, Employees, Assessors, and Prospects in one unified, searchable view
Release: Enhanced Listing View for Faster Navigation
Manage Clients, Caregivers, Employees, Assessors, and Prospects in one unified, searchable view in CareBravo
Release: Introducing Enhanced Listing View for Faster Navigation
Shows how to open a client record and add a new payment term, including call type, effective date, and bill rate. Then save it.
Shows how to open a client's nurse assessment and add important dates to their record.
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.
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
Search for clients quickly and save your VA Eligibility Report settings for faster access next time.
Release: More Visibility in Invoices & Payroll + Easier VA Reports
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
These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.