Setup

The initial admin needed to set up your CareFor system to suit your company - adding your different visit types, adding job roles, controlling what system users can see and much more!

• System Requirements
• ​What browsers work best with CareFor?
• ​Will CareFor work on an Apple MAC?
• App settings explained
• Adding and amending job roles
• How do I add an Assignment Type?
• How do I add new members of staff or carers?
• How do I separate my Office Staff from my Care Staff?
• How do I control what system users can see?
• What can staff with access level 'User' see?
• What can staff with access as 'Supervisor' see?
• How do I add clients to the system?
• How do I send out new passwords?
• How do I change my password?
• How do I add new Training , Skills & Qualifications?
• How do I add Training, Skills & Qualifications to Staff Records?
• How do I amend Training, Skills & Qualifications from staff records?
• How do I add a new category to the notes page?
• How do I generate staff ID cards?
• How do I add a new region?
• How do I add new medication to CareFor?
• How do I allow carers to see notes?
• How do I customise my dashboard?
• Does CareForIT have an SMS function?
• ​I can’t log in!