User Tools

Site Tools


branches

This is an old revision of the document!


CareFree Branches

Branches in CareFree are a way of splitting your Clients and Carers in different parts of the system. Branches might be geographical areas, or you might name the branches after physical office you run as a company.

Branches are typically used in larger care company organisations especially when it might be a particular coordinators role to look after a certain area.

Lets take a look at adding branches into the system. From the main menu select items from the toolbar:

You will then navigate to “Branches” in the left hand list, once on Branches you will see this screen:

Using the new button at the bottom of the screen will allow you to add new branches into the system. Notice that you also have the edit button so if the default branch is named incorrectly it can be fixed from this screen.

branches.1505208641.txt.gz · Last modified: 2017/11/23 14:23 (external edit)