Interactive demos from CareBravo's web and mobile app release notes, grouped by release and listed newest first. Each release shows the date it shipped and the roles it affects.
69 interactive tutorials · 41 releases
No tutorials match those filters.
Quickly review scheduled and actual shift clock-in and clock-out times, client, caregiver, and shift status in one report.
Release: Shift Clock In/Out Report Is Here + Unlock Completed Shifts
Admins and Owners can now unlock completed caregiver or assessor shifts, allowing updates to be made from the CareBravo mobile app before marking the shift complete again.
Release: Shift Clock In/Out Report Is Here + Unlock Completed Shifts
View Referral Date and Lead Status in your prospect list and easily sort prospects to find the information you need faster.
Release: Track & Sort Prospects by Referral Date and Lead Status
Share your agency-wide Lead URL with referral sources so they can add new prospects directly to your agency.
Release: Track & Sort Prospects by Referral Date and Lead Status
You can now create multiple shifts for an assessor on different, non-consecutive dates at the same time.
Release: Create Non-Consecutive Assessor Shifts & View More Client Details in Extended Care Plan
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
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
A new Referral By field is now available in a prospect's Personal Info, making it easier to identify where the prospect was referred from.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
Learn how to assign care team members to prospects in CareBravo by selecting care managers, schedulers, and marketers, then saving staff assignments to complete prospect staffing.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
A new Lead Management section is now available in Case Management. View and manage all your prospects from one place.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
You can now view the status of prospects associated with a Referral Company, making it easier to track and monitor prospects from each referral source.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
Learn the correct order for completing a Skilled Nursing shift, from Clock In to Mark as Complete.
Release: Skilled Nursing Shifts: Clock In to Start & Clock Out to Complete
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
Learn how to create a broadcast messaging list in Carebravo, filter recipients by role like Caregiver, and save your recipient list for multi-recipient communications.
Release: Search Clients Faster & Pin or Unpin Reports Easily
Learn how to quickly switch to your selected agency in the CareBravo mobile app.
Release: Switch Agencies Easily & Get Notified When Reports Are Ready
Learn how to configure the correct EVV Call Type, Procedure Code, and Modifiers in CareBravo based on your Medicaid program requirements.
Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues
Learn how to select the correct Medicaid Call Type and Program Name for both clients and assessors to support accurate EVV submission.
Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues
Learn how to review shift details, access electronic visit verification, resolve data entries, enable a new visit identifier, and resubmit resolution changes.
Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues
Learn how to review and resolve EVV exceptions for Caregiver and Assessor shifts directly from the CareBravo Dashboard.
Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues
This video shows how to view the Procedure Code and Modifier associated with each Call Type directly from the Approve Shift screen.
Release: HHCS EVV: Set Up Codes, Review Exceptions & Resolve EVV Issues
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
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 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
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 24 August 2026 — Add Client Shifts and Managing shifts, signatures, and client balances is now easier with the latest CareBravo improvements. Create shifts faster, keep required signatures on track, and access balance reports more easily.
Release: Create Shifts Faster & Manage Outstanding Balance Reports Easier
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
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
Each call type for the same nurse now appears as a separate entry in the Generate Payroll PDF, making payroll details easier to review.
Release: More Visibility in Invoices & Payroll + Easier VA Reports
Learn how to copy shifts across selected dates, choose specific days, and adjust shift time and duration before saving.
Release: More Control Over Copy Shifts, Assessor Shifts & Medicaid File Reports
Access Copy Shift, Notes, and Shift Details directly from an Assessor shift in the Calendar.
Release: More Control Over Copy Shifts, Assessor Shifts & Medicaid File 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
As of 18 August 2026 — adding a shift now shows Unavailable Caregivers, flagging double bookings, the five minute buffer, and unavailability reasons.
Release: Catch Scheduling Conflicts While Adding a Shift
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 quickly search for a specific client and pin your Invoice File Report settings for faster access.
Release: Enhanced Invoice File Report
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
As of 11 August 2026 — you can now select specific shifts when canceling from the Calendar, and a cancellation reason is required each time.
Release: Better Shift Control & New Vital Signs Assessment Are Here
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 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
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 browse job openings, review applicant profiles and resumes, and share job listings with candidates through the hiring module.
Release: Hiring Just Got Easier: Manage Jobs & Applicants in One Place
Learn how to add other contacts for employees and assessors in CareBravo
Release: Manage Other Contacts for Employees & Assessors
Explore new CareBravo features designed to simplify referrals, documentation, billing, and scheduling
Release: New Lead Management, Timesheet & TELLUS Enhancements Are Here
Explore the latest updates to skilled nursing records, attendance, and AI-powered training.
Release: Smarter Skilled Nursing, Attendance Tracking & AI Powered Support Are Here
From Generate Payroll and Calendar to Assessor Shift Management and TELLUS Overnight Shift, these new updates help you manage payroll, shift notes, and overnight scheduling more efficiently.
Release: You Asked, We Improved: Payroll, Shift & TELLUS Enhancements Are Here
Learn how to post a job by entering role details, setting application deadlines, specifying pay rates and location, previewing the listing, and publishing it to your careers portal.
Release: Introducing AI Job Assistant for Faster Caregiver Hiring
Learn how to set up agency information, enable time tracking for shifts and supervisor visits, manage client timesheets and medication records, and approve shifts with EVV documentation in CareBravo.
Release: Smarter Time Settings & Documentation Updates 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
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
Learn how to generate calendar type shift reports by setting date ranges, filtering by caregiver role and approval status, then analyze scheduled hours and shift details with sorting and monthly calendar views in CareBravo.
Release: New Calendar Visibility Features Are Here
Learn how to add and manage your unavailability in CareBravo App
Release: New Mobile App Features Are Here
Get quick answers and support with the new CareBravo Ask AI.
Release: New Mobile App Features Are Here
Learn how to review caregiver shift approvals with filters, access care plan documentation, configure payer programs, and manage client and caregiver records in CareBravo's reporting system.
Release: Manage Caregiver Approvals and Program Configuration in CareBravo +1 more
Discover the latest CareBravo enhancements, including Scheduled vs Actual Hours in Shift Approval, expanded pagination options, caregiver location visibility in Calendar List View, reminder notifications for clients, caregivers and assessors, and a new client filter in Client Interaction Reports.
Release: Smarter Shift Approvals, Reminders & Reporting Are Here
Manage Clients, Employees, Assessors, and Prospects in one unified, searchable view
Release: Enhanced Listing View for Faster Navigation
CareBravo New Updates | Caregiver Clock-In Controls, Approval Assessor & Payroll PDF Improvements
Release: Smarter Clock-In Controls & Payroll Updates 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!
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
Manage Clients, Caregivers, Employees, Assessors, and Prospects in one unified, searchable view in CareBravo
Release: Introducing Enhanced Listing View for Faster Navigation
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
You can now filter Survey - Continuous Service Report results by selecting a specific date range.
Release: Smarter Invoice Processing, Reporting & Shift Details Are Here
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
Mobile numbers for caregivers and assessors are now available directly in Calendar List View, making it easier to access and organize contact information while reviewing shifts.
Release: Smarter Invoice Processing, Reporting & Shift Details Are Here
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.