Skip to main content

How to Log In and Navigate the Careflow Dashboard

Updated over 2 months ago

Getting started with Careflow is quick and easy. This guide walks you through logging in and gives you a quick tour of the main dashboard so you can find what you need, fast.


How to Log In to Careflow

  1. Click the Log In button in the upper right-hand corner.

  2. Enter your username and password.

  3. Complete Multi-Factor Authentication (MFA) if prompted for added security.

  4. Click Sign In to access your account.

Dashboard Overview: Your Landing Page

When you log in, you’ll land on the Dashboard, which gives you an at-a-glance overview of the facilities you have access to and real-time referral performance.

What You’ll See on the Dashboard:

  • Facility Overview Cards:
    View quick stats for each facility, including:

    • Total Referrals

    • Conversion Rate (% admitted)

    • Referrals by Status: Pending, Listed, Denied, Admitted

  • Time Frame Selector (Top Right):
    Choose the date range to update the referral data and graphs.

  • Visual Graphs (Color-Coded by Facility):

    1. Pending Referrals

    2. Conversions per Account

    3. Denied Referral Reasons

    4. Payment Sources

Quick Tips:

  • Click any facility row to update the graph reports at the bottom of your screen

  • Don’t forget the Help icon in the lower right corner for quick tutorials or to contact support.

Next Steps:

Learn more about how to manage referrals in the article: “Using the Referral Index: Search, Sort, and Filter Referrals.”

Did this answer your question?