"HOW DO I"?

Select a topic:

Choose from one of the topics below to browse other articles

"HOW DO I"?
FREQUENTLY ASKED QUESTIONS
COMMON MINOR PROBLEMS & SELF FIXES

Articles & Information.

This is a collection of "How do I do this" articles, detailing how to do everything step by step in CareForIT.

Adding and amending job roles
Is there a referral scheme for CareFor?
How do I get to the CareFor YouTube & Social Media Channels
What features are available on the CareFor Carer App?
What are online forms?
I can’t log in!
How do I run payroll?
Using the CareFor Android app
How do I generate invoices?
How do I add Training, Skills & Qualifications to Staff Records?
How do I add a Location, and how do I add staff to it?
How do I amend Training, Skills & Qualifications from staff records?
How do I add an Assignment Type?
How do I use the three forms of Call Logging?
How do I mark a carer as non preferred or block them from being assigned to a client?
How do I customise my dashboard?
How do I set up call logging?
How do I set the pay rates for each of my job roles?
How do I add a new category to the notes page?
How do I add a new region?
How do I allow carers to see notes?
Creating your rota - using the Wall view.
Creating your rota - using the Grid view
How do I add new Training , Skills & Qualifications?
How do I create & use the "Relatives Portal"?
How do I ensure only "Skilled" or "Qualified" staff attend certain assignments?
How do I add new members of staff or carers?
How do I separate my Office Staff from my Care Staff?
How do I send out new passwords?
How do I change my password?
How do I add a bulk funder?
How do I add rate cards for Funders?
I use landline monitoring - why are my carers being checked in incorrectly?
What are the Standard Reports?
How do I control what system users can see?
How do I generate staff ID cards?
How do I email messages to all staff or carers?
How do I add carer or staff availability?
How do I add clients to the system?
How do I use the MAR chart?
How do I suspend a Client?
How do I add sickness?
How do I use invoice options?
Creating your rota - using the List view
How do I use availability templates?
How do I add new medication to CareFor?
How do I permanently delete client profiles?
Using the CareFor Carer app for iPhone
How do I use Risk Assessments?
How do I add holiday?
How do I use the Application Log?
How do I unlock calls on CareFor?
How do I use the CareFor Carer App offline?
How do I make a staff member inactive?
How do I archive a client profile?
How do I add regular visits for clients within the care plan?
How do I use the rounds functionality?
Creating and viewing job role history
How do I use Rates?
Finance Tab - Creating Invoices
How do I integrate with CM2000
How to Use CAREBooster
How do I build in my care plan template on CareFor?
How do I record and report on RAG ratings?