Workflows in CareFree are fully customisable checklists which can be used to easily track processes with defined stages, which must be signed off or completed, for the overall process to reach a conclusion.

1. Go to the Personnel menu and select Workflows

2. Ensure the Edit Workflow radio button is selected and click New

3. Give the workflow an appropriate name

4. Tick Automatically Add to New Carers for the workflow to attach to new Carer records automatically

5. Click Save

6. The radio button will move from Edit Workflow to Stages as soon as the new workflow is created

7. Click New to add the first stage to the workflow

8. Complete the details for the workflow stage

9. Repeat this process for all stages of the workflow until completed

1. Open the Clients or Carers screen

2. Go to Workflow in the Rotas Drop Down Menu

3. Use the lists on the left-hand side of the screen to go to the Client or Carer you wish to attach the workflow to

4. Click New

5. Use Workflow Type drop-down box to choose the workflow you want to attach the Carer/Client

6. Select the Start Date for the workflow, if there is no start date tick No Start Date

7. Click Save to attach the workflow to the Carer/Client

Once a workflow has been attached to a Carer or Client, it will be visible within the workflow screen and also available on the Workflow Planner.

1. Open the Clients or Carers screen

2. Go to Workflow in the Rotas Drop Down Menu

3. Use the lists on the left-hand side of the screen to go to the Client or Carer you wish to attach the workflow to

4. Double click on the stage of the workflow you wish to complete

The Workflow Planner presents a more user-friendly way of tracking workflow progress in CareFree.

1. Click on the Planners icon

2. Select Workflow using the drop-down menu in the top left corner of the screen

3. Use the Workflow Planner to complete stages within a workflow for Carers and Clients as shown below