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CareFree Training Guides

CareFree Essentials Training Guide

This Training Guide Covers the Basics of CareFree such as:

  • Logging into CareFree
  • Navigating around CareFree
  • Adding/Editing Carers
  • Adding/Editing Clients
  • Adding to the Items Screen
  • Adding/Editing Contracts
  • Using the Rota
  • CareFree User Management

CareFree Advanced Training Guide

This Training Guide Covers the Advanced Features of CareFree such as:

  • Working Hours
  • Advanced Rota Features
  • Away Periods
  • Managing Documents, Policies and Procedures
  • Using Workflow
  • Using the Planner Screen
  • Options and Settings
  • Using the Verify Screen
  • Using QA
  • Creating Mail Merges



CareFree Financials Training Guide

This Training Guide Covers the Advanced Features of CareFree such as:

  • Configuring Contracts for Invoicing
  • Configuring Charge Rates
  • Preparing Carer Roles for Wages
  • Configuring Pay Rates
  • Generating Invoices
  • Generating Wage Sheets
  • Configuring Mileage Payment/Charges\
  • Configuring Bank Holidays
  • Additions and Adjustments

Previous CareFree Training Guides

carefreetrainingguides.txt · Last modified: 2023/02/22 15:42 by cfadmin