How CareBravo records and tracks documentation: client interactions, incident reports, signing order for reports, mandatory and pending signatures, ICWP reports, and the reports that flag expiring documents.
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Select Report Configuration, choose the Type, Report Name, Designation, and Signing Order, then click Save.
Learn how to document client interactions in CareBravo by selecting a client, setting interaction details including date and time, choosing an interaction type, and categorizing the service for respite care tracking.
Learn how to document comprehensive incident reports in Carebravo by recording client details, incident timing, location, severity level, and injury status, then submit your completed incident report for review.
As of 26 August 2026 — CareBravo allows agencies to make Caregiver and Assessor signatures mandatory through Agency Settings, helping ensure required signatures are completed before moving to the next shift.
Release: Critical Client Information Reminder & Mandatory Signature Notifications
Learn how to track pending signatures, view approval alerts, and verify Supervisory Visit Time In & Time Out with the latest CareBravo update.
Release: New Pending Signature Tracking & Approval Updates
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 generate customized Agency Notes Reports by selecting clients, configuring filters, running queries, and sharing insights with team members on CareBravo.
Learn how to generate the Caregiver Interactions Report in CareBravo. Select a date range, view caregiver interaction records, and export the report in XLSX or PDF format.
Learn how to use the Client Document Expiry Report in CareBravo to identify documents expiring within a selected date range, download individual files, and share or export the report for better compliance and document management
Learn how to filter client documents by date range and client name, search for specific files, and merge multiple documents into a single consolidated file in CareBravo.
Learn how to generate detailed client interaction reports in Carebravo by selecting clients, setting custom date ranges, filtering by interaction categories, and managing report entries with bulk actions.
Learn how to generate Documents Expiration Reports in CareBravo by selecting filters, running the report, and reviewing, sharing, or saving expired document records.
CareBravo now reminds caregivers about missing signatures from previous shifts when they clock in to a current shift, helping ensure all required shift details are completed.
Release: Never Miss a Shift Signature + Easier Signing on Mobile
Use the new full-screen signature option to easily review and complete signatures with a clearer, more convenient experience.
Release: Never Miss a Shift Signature + Easier Signing on Mobile +1 more
As of 11 August 2026 — the Approve Shift screen now shows whether the Caregiver and Client have signed or are still unsigned, so you can verify signatures before approving.
Release: Better Shift Control & New Vital Signs Assessment Are Here
Learn how Case Managers can view and download the new ICWP Reports.
Release: New ICWP Reports Are Now Available in CareBravo
Learn how Case Managers can view and download the new ICWP reports: Visitation Contact and Authorization Consent in CareBravo.
Release: New ICWP Reports 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.