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Careflo Starter series

General articles with recommendation and information for people starting out with Careflo

Staff and Support workers

These articles describe how to add and update staff users as well as details on support workers in the Staff module

Service users

The articles here will detail the service user module which contains all your clients, NDIS participants and HCP customers.

Scheduling and visits

Articles that describe the Schedule module and covers service requests and service visits for clients and participants.

Finance

Articles explaining adjustments, charge fees, payroll, invoices and running finance.

Information screen

This collection contains articles related to the Information screen; incidents, complaints, case notes, visit overruns and so on

Administration (Admin) module

This section describes all the different functions found in the Admin module, such as Users, Parameters, Email Templates, Charge Bands, Pay Bands and so on.

General

Articles in here contain topics that are not specific to a module or area of Careflo, general items that could not be otherwise categorised.

Nags

Contains articles about Nags and how to use them

Plan Management

Contains articles for the Plan Management module - separate to NDIS - handling incoming invoices, claims as a plan manager, and payment to suppliers