Walkthroughs for schedulers and admins: creating one-off and recurring client shifts, bulk editing, copying shifts across dates, managing preferred and unpreferred caregivers, spotting double bookings, cancelling shifts from the calendar and approving completed shifts.
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Learn how to create and schedule recurring client shifts in CareBravo by selecting clients, setting payers, configuring call types, defining shift timing, and assigning caregivers to manage healthcare scheduling efficiently.
Learn how to schedule client appointments in Cafrebravo by creating shifts, selecting clients and caregivers, configuring time details, and managing the complete appointment workflow from creation to confirmation.
Learn how to manage caregiver and assessor shift approvals in CareBravo by selecting roles, setting dates, assigning caregivers, and configuring billing preferences between scheduled and actual time tracking.
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 bulk edit shift assignments, change assessors and call types, set shift dates, and manage client schedules efficiently in CareBravo calendar interface.
Learn how to bulk edit multiple caregiver shifts, assign caregivers to clients, set recurring schedules across specific days, and manage shift details like dates and call types in CareBravo scheduling system.
Learn how to filter shifts by preferred caregiver, assign specific caregivers to clients, document reasons for selection, and save preferences in CareBravo's caregiver management system.
Learn how to manage caregiver preferences by setting unpreferred caregivers for clients, assigning multiple caregivers, and documenting reasons for restrictions in CareBravo.
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
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
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
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 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 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 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 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
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
Learn how to fix missing shifts in Carebravo by verifying your profile details and ensuring your information matches your agency records.
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 calendar type scheduling report by setting date ranges, filtering by caregiver role, grouping by summary, and exporting the complete results to PDF.
Learn how to generate cancelled shifts reports by selecting dates and cancellation reasons, review detailed entries, and share or save reports for your team in CareBravo.
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 add and manage your unavailability in CareBravo App
Release: New Mobile App Features 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.