CareFree Knowledge Base

5.5.7_call_types

2018-11-14T13:11:32+02:00

CareFree v5.5.7 Changes Call Types Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_changes

2019-11-12T15:41:06+02:00

CareFree v5.5.7 See below the training material following your upgrade to CareFree version 5.5.7. The material has been recorded in a written training guide along with each change being recorded. Use the links below to download the training guide and/or view each change in a video.

5.5.7_contracts

2018-11-14T13:12:02+02:00

CareFree v5.5.7 Changes Contracts Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_efficiency_planner

2018-11-14T13:11:07+02:00

CareFree v5.5.7 Changes Efficiency Planner Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_medication_times

2018-11-14T13:12:11+02:00

CareFree v5.5.7 Changes Medication Times Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_nmds_carer_setup_changes

2018-11-14T13:11:15+02:00

CareFree v5.5.7 Changes NMDS Carer Setup Changes Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_pencilled_in

2018-11-14T13:11:43+02:00

CareFree v5.5.7 Changes Pencilled In Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_user_roles

2018-11-14T13:11:24+02:00

CareFree v5.5.7 Changes User Roles Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_vulnerability_management

2018-11-14T13:12:20+02:00

CareFree v5.5.7 Changes Vulnerability Management Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.5.7_working_hours

2018-11-14T13:11:53+02:00

CareFree v5.5.7 Changes Working Hours Use the button to expand the video to full screen CLICK HERE to go back to the CareFree 5.5.7 training material.

5.7_webinars

2021-05-20T11:58:14+02:00

CareFree v5.7 Webinars The CareFree Training Team delivered a number of webinars in March 2021, following the release of version 5.7 of CareFree. A copy of each webinar topic was recorded and is available to view/download. Use the links below to view each video.

56changes

2020-02-12T12:50:16+02:00

List of changes in CareFree version 5.6 We are excited to announce the upcoming release of CareFree version 5.6. The product is currently in UAT phase, but will soon be released to our entire customer base once this phase has finished. This page highlights some of the changes within the new release.

adding_calls

2021-07-14T17:46:56+02:00

Adding Calls To add calls, you can do this by using the Care Package Wizard or the Rota screen. This article will show how to add calls via the Care Package Wizard. Please note that to add calls, you must have a client set up and a contract attached First enter into the client screen by using the top menu bar:

advancedrotawebinardates

2019-05-09T16:48:50+02:00

CareFree Advanced Rota Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

audit_trail

2017-11-23T14:24:56+02:00

The CareFree Audit Trail Every actions which is taken in CareFree is logged against the Audit trail of any given user. Accessing the audit trail From the top context menu press tools: then select: This will open the audit trail window: 1) Select the company. Depending on the size of your organisation your CareFree system might be split into different companies.

auw1webinardates

2019-05-09T16:50:23+02:00

CareFree Advanced User Webinar Part 1 PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

auw2webinardates

2019-05-09T16:50:37+02:00

CareFree Advanced User Webinar Part 2 PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

branches

2018-02-13T11:08:33+02:00

CareFree Branches Branches in CareFree are a way of splitting your Clients and Carers. Branches might be geographical areas, or you might name the branches after physical office's you run as a company. Branches are typically used in larger care companies especially when it might be a particular coordinators role to look after a certain area. There are other clever uses of branches for spitting people against roles or having a

businesscontinuity

2021-05-07T10:04:23+02:00

CareFree Business Continuity Here you will find out Business continuity guides for the CareFree product suite. Please be aware that for good business continuity practices we recommend running the reports daily. OnCall Report CLICK HERE This training page will cover what the OnCall report is used for and how it can be configured

carefreetrainingguides

2023-02-22T15:42:06+02:00

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

carefreewebinars

2020-03-03T10:07:52+02:00

CareFree Free Webinars 2020 - You can join our session by using a Mac, PC or an iOS device - During the training all attendees will be muted but there is chance to type any questions throughout - There will be a question and answers session at the end of training

carefreewebinars2019

2020-02-07T12:12:25+02:00

carer_screen

2017-11-23T14:24:56+02:00

Creating new Carer records Select the Carer icon from the main menu: This will open the main Carers Screen: Pay attention to these buttons towards the bottom of the screen: New will create a new record, Edit will allow editing of an existing record, and in certain circumstances

ccprefs

2017-11-24T11:52:55+02:00

Client & Carer Preferences It is possible to set preferences on both client and carers within CareFree. This gives you the ability to make CareFree present better call allocations based on the preferences you have set. For instance it is possible to set a preference so that a carer is barred from attending a certain client or vice versa. Or when allocating double-ups you can make it that two carers who do not get along will not work together.

citrainingguides

2021-07-14T16:58:10+02:00

Ci Training Guides Ci Report Builder Training Guide CLICK HERE Ci Portal Training Guide CLICK HERE Ci Mobile App Training Guide CLICK HERE Ci Expression Help Training Guide CLICK HERE << Back to Training Guides

client_screen

2017-12-21T17:20:41+02:00

Creating a Client Record From the top main menu, click Clients: You will then be presented with the Clients main screen: Creating a client is almost the same process as carers. We won't display all differences in this wiki guide but there are a few key areas which will be highlighted, lets take a look at these now.

contact_logs

2017-11-27T12:41:31+02:00

Contact Logs Logging information is vital to any care provider business. CareFree provides you with tools which will streamline the process of keeping logs. Logs can be kept on various things in CareFree but usually a log would be kept under a client or carer. The logs are then stored in their records which can be viewed or reported on.

contracts

2018-12-18T17:13:58+02:00

CareFree Contracts Contracts are crucial in the CareFree system. Without a contract packages cant be added and the pay and charge systems will not work correctly. Setting up contracts in the correct way is also important, you should give some thought to the setup before adding them.

contractswebinardates

2019-05-09T16:49:05+02:00

CareFree Contracts Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

creatinginvoiceswebinardates

2019-05-09T16:50:06+02:00

CareFree Creating Invoices Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

creatingwageswebinardates

2019-05-09T16:49:50+02:00

CareFree Creating Wages Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

ecm

2017-11-23T14:24:56+02:00

Electronic Call Monitoring CareFree works with various electronic call monitoring systems (ECM herein), this article will only document the RoadRunner ECM product which is CareFree's own ECM system. For questions regarding other ECM systems you can speak with our

emailsetup

2019-11-12T13:47:01+02:00

Setting up Email in CareFree This training page will cover how to set up your email configuration in CareFree. Your email must be set up if you are looking to email anything out of CareFree. 1. From CareFree, go to Tools, Options and Settings then click

externallinks

2019-01-14T17:28:06+02:00

External Links Occasionally in CareFree the folders can become unmapped. This can be due to a computers group policy set by your IT service desk. If this has happened it can cause an error message to appear when emailing rotas, previewing reports or exporting a form within CareFree.

getting_started

2021-10-22T11:39:44+02:00

Getting Started Some users will access carefree from the desktop of their computers whilst others will access it via a web browser. Users who access CareFree from a web browser are on our hosted system. On hosted we look after the system for you, this means we take regular tape backups (ensuring data integrity) and run regular maintenance which means you don't have to.

gettingstartedwebinardates

2019-08-06T13:05:04+02:00

CareFree Getting Started Training Webinar Dates PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

google_maps_api_key_for_carefree

2021-09-22T10:58:45+02:00

Google Maps API Key for CareFree Google have made changes to the interface (called an API) which allows products like CareFree to query distance and travel information and to display maps. They have also changed the terms and conditions for using these services and have made it mandatory to enter payment details should customer wish to continue using their services. (They have stated that they expect the service to remain free for the vast majority of users, but they have said that everyone m…

googleplaywifionly

2019-05-20T17:39:46+02:00

Google Play - Wifi Only This training page will show you how to change a setting on the Google Play Store where apps can be downloaded only over a Wi-Fi connection. 1. From your phone, open the Play Store app 2. Once on the Play Store, press the hamburger icon at the top of your screen (as shown below)

hintsandtipswebinardates

2019-12-06T12:04:20+02:00

CareFree Hints and Tips Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

historical_changes

2021-02-11T17:25:14+02:00

Historical changes This page lists changes to Carefree before version 5.5.2. Current changes are available at latest release notes. 5.4.13 * System changed to stop the end time of a call being set to 00:00 if there is no logout. End time is now blank. * Added a shared option in Flavour to allow users to change the labels of

holidaypaycalculator

2023-08-16T17:43:59+02:00

Holiday Pay Calculator CLICK HERE to view a video explaining how to use the Holiday Pay Calculator The Holiday Pay Calculator is a function within CareFree which allows you to do the following: * Calculate how many holidays a carer is entitled to * Track how many holidays have been taken

igc_login

2024-04-02T11:28:48+02:00

Logging into CareFree (Hosted) This training guide is specifically for users where their CareFree system is hosted. Users must log into the IGC server in order to access CareFree. Please note that all users must log into IGC using the IGC Login URL not the RDP connection

igc_password_expiry

2024-04-02T11:29:59+02:00

CareFree (Hosted) Password Expiry This training guide is specifically for users where their CareFree system is hosted and their password has expired. Please note that all users must log into IGC using the IGC Login URL not the RDP connection when their password has expired

installingroadrunner

2021-05-21T12:07:57+02:00

Installing RoadRunner This page will show users how to install RoadRunner on a mobile phone. Before installing RoadRunner, Unknown Sources must be checked as enabled in the mobile phone settings. This is usually found in Settings > Security > Unknown Sources. This may vary depending on the mobile phone make/model.

issued_items

2017-12-14T16:23:36+02:00

Issued Items CareFree provides a way to track issued items to both your carers and clients. Some companies will track everything ever supplied i.e rubber gloves, whilst others might only track items which need to be returned like a laptop. To access the issued items first click on the carer or client buttons from the main menu, we will use the carer panel here (be aware it doesn't matter which way we go, it leads to the same place):

items

2018-02-13T11:07:15+02:00

The CareFree Items Screen You can find Items on the top menu bar in CareFree: Items allows you to edit the many lists which are available in CareFree. As an example this is where you can add more away reasons: Adding new items is pretty simple, just press the new option at the bottom of the screen the only caveat is that you are in the correct items section on the left hand side before pressing this button.

kbupdates

2018-02-16T12:31:31+02:00

Knowledge Base Updates ---------- 16-02-2018 - Sage Article completed - awaiting go live setup. 13-02-2018 - Started work on a Sage wiki article. 13-02-2018 - Made the information / alerts / ideas boxes more prominent on the wiki articles. 08-01-2018

latest_release_notes

2021-05-20T12:00:04+02:00

Latest Release Notes [CareFree Login Screen] Current CareFree Version The current version of CareFree is 5.7.0 Users can check which version of CareFree they are using when logging in. The username and password dialog box can be moved aside by clicking the title and dragging if required.

letters

2021-10-22T12:36:54+02:00

CareFree Mail Merges CareFree has the ability to export a mail merge template, with that template you can then create letters via Microsoft Office or some other compatible desktop publishing application. In this example we will be using Microsoft Office Word.

maintaining_carefree_passwords

2022-10-11T12:01:52+02:00

CareFree Passwords This part of the knowledge base will explain how to change and reset passwords for CareFree users. This page will also explain how to change your own password if required to do so. For more information about adding and amending CareFree User Accounts please see the page for

maintaining_carefree_users

2020-12-11T11:29:58+02:00

CareFree User Accounts This training guide is specifically for users who need to add user accounts to CareFree and also manage what access rights they have in CareFree. For more information about changing and resetting CareFree Passwords please see the page for

maps_with_pushpins

2021-07-20T16:12:07+02:00

Maps with pushpins CareFree provides a mapping utility so that you can quickly see the home locations of both your carers and clients (based on postcode). This is a very useful utility in helping decide the closest carer to a particular client. An example of when you might use this is if a regular carer cannot make the call, using this tool you can see who else is near.

medications

2021-07-20T16:40:23+02:00

Medications & MAR in CareFree This guide is only for CareFree version 5.7.2 CareFree provides a facility to enter medications into the system. These medications can then be produced on a printable MAR chart (MAR = Medicines Administration Record).

misctrainingguides

2020-03-17T16:00:19+02:00

Misc Training Guides GDPR Recommendations of CareFree Security CLICK HERE CareFree OnCall v2.5.0 CLICK HERE << Back to Training Guides

nfctools

2024-07-08T13:04:12+02:00

RoadRunner - Writing an NFC Tag This page will explain how to write an NFC tag for customers using the electronic call monitoring system - RoadRunner. It is vitally important to ensure NFC tags are written properly to ensure a smooth and successful sign in/out process at the clients residence.

nmds

2017-11-27T17:13:17+02:00

Using CareFree with NMDS records CareFree offers an NMDS data transfer at an additional cost. Please speak with your account manager for further details. What is NMDS-SC? NMDS-SC is the National Minimum Data Set for Social-Care. NMDS is a tool used to gather data about the picture of social care throughout the country. CareFree provide a way to quickly upload this data directly into NMDS.

nmwc

2021-03-15T17:49:07+02:00

Minimum Wage Compliance CareFree provides the facility to run a report which will check that your staff meet the national minimum wage. It is the responsibility of the management team to make sure your company is being compliant. Set up To make sure that the report works correctly, it first requires to be set up. First, access shared options. You can find this by clicking tools then options and settings on the menu bar:

oncallreport

2020-12-11T10:36:24+02:00

OnCall Report The OnCall report is useful report that can be run from your CareFree system. The idea of the report is that staff can view the full rota outside of office hours and also have a backup of the rota for business continuity reasons.

pay_and_charge_rules

2017-11-23T14:24:57+02:00

Pay & Charge Rules CareFree provides a very powerful system that can do both pay and invoicing. Since we already use CareFree for managing the rotas it makes sense that we can use this data to work out exactly how much a carer will get paid, and also how much we would need to charge our clients for the care provided.

pay_calculator

2021-10-22T12:25:38+02:00

Holiday Pay Calculator CareFree can provide guidance on holiday pay where workers may be on a zero hour contract. It does this by looking back x amount of weeks (government guidelines state 52 weeks) to figure out the suitable pay for a carer. That pay can then be added as an addition and adjustment which will go on the wage sheet for that carer.

pay_calculator_new

2023-07-05T15:22:58+02:00

Holiday Pay Calculator CareFree can provide guidance on holiday pay where workers may be on a zero hour contract. It does this by looking back so many weeks (government guidelines state 52) to figure out the correct pay for a carer. That pay can then be added as an addition and adjustment which will go on the wage sheet for that carer.

planner_screen

2018-02-13T11:06:30+02:00

CareFree Planner The planners tool is an excellent way to see important information regarding your business. For example the planner will enable you to see who is away at any given point in time, this might be useful in making decisions about leave.

portalstrainingguides

2021-07-14T16:54:19+02:00

Portals Training Guides Transactions Portal 2.0.1 Training Guide CLICK HERE Portals v2.7 for Administrators Training Guide CLICK HERE Carer Portals v2.7 Training Guide CLICK HERE Client Portals v2.7 Training Guide CLICK HERE Task Management Portal v2.2 Training Guide

printcarerrotas

2020-12-11T10:34:35+02:00

Printing / Emailing Carer Rotas Carer rotas can be printed or emailed from CareFree. It is particular important to know how to perform these actions for business continuity purposes. Carer rotas can be produced individually or in bulk. Printing / Emailing Individual Carer Rotas

qa

2018-02-13T11:09:11+02:00

CareFree QA System Quality Assurance in CareFree allows you to setup items which need to be monitored and tracked. For instance it might be that you want to use the system to keep track of the number of spot-checks you have carried out for a particular carer and more importantly when the next one is due.

qawebinardates

2019-05-09T16:49:24+02:00

CareFree QA Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

reportingwebinardates

2019-05-09T16:51:36+02:00

CareFree Reporting Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

reports

2018-02-13T11:09:34+02:00

CareFree Reports You can access the CareFree reporting system from the top main menu: There are literally hundreds of reports in the CareFree system, but the most popular ones related to Rotas and timesheets. Running reports in CareFree all work in a similar fashion, so we will highlight those areas in this documentation. You can then take a look through the reports in their entirety and run whats needed.

reports_toolbar

2017-11-27T17:52:02+02:00

Reports toolbar It is possible to add useful and frequently used reports to a dedicated toolbar for quick access. This toolbar will sit at the bottom of CareFree and will always be available when the time arises to run the reports you have placed on it.

roadrunnertrainingguides

2021-07-14T16:58:50+02:00

CareFree and RoadRunner Training Guides RoadRunner 4.3.5 Training Guide This Training Guide Covers the Functionality of RoadRunner such as: Installing RoadRunner Viewing the Rota, Calls and Client Details Signing In/Out of a Call Call Logs Call Notes

roadrunnerwritingatag

2019-01-08T15:03:54+02:00

rotawebinardates

2019-08-06T13:05:39+02:00

CareFree Rota Training Webinar Dates PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

rr42signinandoutprocess

2019-05-24T17:05:19+02:00

RoadRunner 4.3.3 - NEW Signing In/Out Process The process in which a Carer signs in and out of a call changes when task management is enabled on RoadRunner. Call notes can also be enabled on RoadRunner. It is important to follow the new instructions when signing in and out of a call when the two options have been enabled.

rrsigninandoutprocess

2021-06-29T16:14:52+02:00

Signing in and out of calls with RoadRunner At CareFree, we recommend using either NFC tags or QR codes to sign in and out of calls, however Roadrunner will still allow you to sign into calls if you using an alternative ECM or manually if required. The process in which a Carer signs in and out of a call changes when task management is enabled on RoadRunner. Call notes can also be enabled on RoadRunner. It is important to follow the instructions when signing in and out of a call when the two op…

rrtaskmanagement

2021-06-15T10:22:13+02:00

RoadRunner Task Management Use the following videos to understand how to set up and use Task Management in RoadRunner. Setting up Tasks in CareFree Setting up Medication in CareFree Completing Task Management in RoadRunner Using the Task Management Portal This page will explain how to complete Task Management from the RoadRunner application. Tasks and medication can be marked as completed, partially complete or not completed via RoadRunner. Comments can also be entered when a task/…

runs

2018-01-02T15:28:53+02:00

Runs in CareFree Some care companies work their rotas with Runs or Rounds and the CareFree system is equipped to deal with this type of setup. What are Runs? Runs are a way of working a rota so that you can clearly see what care is needed for your clients, and also which of your care staff are working that run.

sage

2018-08-17T12:00:45+02:00

Sage Payroll CareFree has the ability to export payroll and invoice data in the exact format needed by most popular accounting/payroll packages. This wiki article will take a look at setting up CareFree to work with the Sage. Some of the information presented in this wiki article will be relevant to other accountancy/payroll packages other than sage, so it might be worth reading this article as the export function from CareFree is the same across all third party packages.

sending_messages

2018-01-08T17:21:42+02:00

Sending Messages with CareFree You can send three different types of messages through CareFree, email, text message (SMS) and RoadRunner messages (if you have our ECM product). Please be aware that the only free option is email, in order to use SMS you will need to purchase a bundle which will allow the messages to be sent via the mobile network. Likewise with RoadRunner you must purchase this ECM product for it be usable within CareFree.

shiftpay

2019-06-17T11:59:30+02:00

Shift Pay What is Shift Pay? Shift Pay is a way of paying your Carers for a block of calls, rather than paying for each individual call. Break Times can be set within the CareFree Options and Settings to specify how long a gap between calls is considered as a break.

sidebar

2022-02-10T17:15:27+02:00

Menu Home Latest Release Notes Training Guides CareFree Adding Calls Branches Capacity / Rota Planners Carer Screen Carer Working Hours Client Screen Client / Carer Preferences Contact Logs Contracts ECM External Links Getting Started Google Maps API Key Holiday Pay Calculator (New) Holiday Pay Calculator (Old) Issued Items Items Logging in (Hosted) Mail Merge Maps with Pushpins Medications & MAR Minimum Wage Compliance NMDS Pay and Charge Rules QA Reports Runs / R…

splitfunding

2019-01-04T12:39:29+02:00

Split Funding in CareFree Split Funding can be used in CareFree Contracts when the overall invoice amount is split between multiple contracts. The invoice amount can be split by percentage or amount. Split Funding is set up in the Contract screen. For more information on creating contracts

splitfundingbyamount

2020-12-11T10:42:32+02:00

Split Funding by Charge Use the By Charge split funding option if the invoice amount is split by an amount. 1. Open the Contracts screen [ ] 2. Find the contract where split funding applies, then click Edit 3. Change the drop-down box named Split Funding

splitfundingbypercent

2020-12-11T10:42:55+02:00

Split Funding by Percent Use the By Percent split funding option if the invoice amount is split by percent. 1. Open the Contracts screen [ ] 2. Find the contract where split funding applies, then click Edit 3. Change the drop-down box named Split Funding

start

2020-12-08T14:06:41+02:00

Welcome to the CareFree Knowledge Base Use the links on this page to find out more about what CareFree can do! If you require further training you can contact the CareFree Training Team at training@carefreegroup.com to find out about more about alternative training that we provide!

support

2017-11-23T14:24:57+02:00

CareFree Support Support can be contacted on: +44 845 862 0405 Or

testpage

2020-12-11T11:09:00+02:00

This is a test line This is a test page External Link

trainingagendas

2021-09-07T12:33:07+02:00

CareFree Training Agendas CareFree Essentials Training Agenda [CLICK HERE] CareFree Advanced Training Agenda [CLICK HERE] CareFree Financials Training Agenda [CLICK HERE] RoadRunner Training Agenda [CLICK HERE]

trainingguides

2021-07-14T16:52:45+02:00

CareFree Training Guides CareFree Training Guides CLICK HERE RoadRunner Training Guides CLICK HERE Portals Training Guides CLICK HERE Ci Training Guides CLICK HERE Miscellaneous Training Guides CLICK HERE

transactionportal

2018-08-23T15:54:10+02:00

Transaction Portal Documentation The Transaction Portal is used alongside the RoadRunner app. It is important to know what the Transaction Portal does in order to get full use of the RoadRunner app. The Transaction Portal is not used by Carers but more for managers and admin staff in the office.

transactionportalwebinardates

2019-05-09T16:51:13+02:00

CareFree Transaction Portal Training Webinar PLEASE NOTE: Webinars are charged at £25 per session. Once you are registered, the charges will be added onto your following months invoice. Payment will be collected by direct debit in the usual manner. Prices are per registration and once registration is complete charges are non-refundable.

unallocated

2017-11-24T13:07:03+02:00

Unallocated calls When running a care company calls will become unallocated from time to time, even if time has been spent to allocate all calls to your carers. There are two main reasons why calls become unallocated, sickness and holidays. CareFree has a system for dealing with unallocated calls but it must be checked. Take a look at the unallocated section at the bottom of the CareFree screen:

upgrade_checklist

2021-02-24T10:55:34+02:00

Upgrading to new versions of CareFree This guide is to help those who have received notification that your CareFree database is being upgraded to the latest version. Each new version of CareFree brings a variety of new features and fixes, details of which can be found in the

using_rota

2018-01-08T12:01:32+02:00

The CareFree Rota The Rota can be accessed from the main menu: The Rota screen is probably the most important tool within CareFree, this is where the coordinators will spend the majority of time in CareFree adding, deleting and editing calls. What happens on the rota directly impacts other parts of the system, so its crucial that when staff are working on the rotas they understand what they are trying to achieve and execute that correctly.

verify

2018-02-13T11:08:00+02:00

CareFree Verification The verify screen in CareFree is a very powerful tool which allows you to edit the status or client/carer calls. Good reasons for doing this might include the carer not logging in or out correctly at the clients home (see ECM). The tool will allows you change many aspects of a call, it might be that the times are wrong, or that the carers swapped shifts, verify would give you the options to correct these anomalies.

voicerecognition

2019-01-04T16:20:33+02:00

Voice Recognition Instead of physically typing on the handsets keyboard voice recognition can be used to enter certain comments throughout the RoadRunner system. Wherever the Voice button is seen voice recognition can be used. 1. Press the Voice

workflow

2020-12-11T10:38:56+02:00

Workflow 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. Workflows are often created in CareFree for processes such as:

working_hours

2017-11-24T17:47:20+02:00

Adding Carer Working Hours Adding your carers working hours to CareFree is very easy and plays important roles in other areas of CareFree. For instance with carer hours added your coordinators will see who's working and who isn't when allocating calls. Its also used in the capacity planner (see Planner Screens to the left).