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CareFree Training Guides








CareFree Day 1 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

CLICK HERE


CareFree Day 2 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

CLICK HERE


CareFree Day 3 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

CLICK HERE


RoadRunner 4.3.1 Training Guide

This Training Guide Covers the Advanced Features of CareFree such as:
Installing RoadRunner
Viewing the Rota, Calls and Client Details
Signing In/Out of a Call
Call Logs
Call Notes
Task Management
Client Assessments
RoadRunner Messages
Updating RoadRunner

CLICK HERE


Transactions Portal 2.0.1 Training Guide

This Training Guide Covers the Features of the Transactions Portal such as:
Viewing Transactions
Filtering Transactions
Configuring Company Options
Adding, Editing and Deleting Phone Numbers
User Management
CLICK HERE


GDPR Recommendations of CareFree Security

CLICK HERE

trainingguides.1562575546.txt.gz · Last modified: 2019/07/08 10:45 by cfadmin