How to's
Guides on how to perform a job in Caretaskr
By Dave and 1 other2 authors16 articles
- Create Shift Notes (or case notes)
- Creating NDIS bulk upload files
- Adding new clients
- Managing Roles & Permissions
- Creating Care Plans
- Export Shift Notes
- How to add new Users or Employees
- Archiving & Restoring Client Records
- Add items to your Price Book
- Editing Billable Entries
- Creating Invoices
- Exporting Invoices, Billable Entries, Employees, Clients and More!
- Archiving and restoring employees
- Upload & Manage Client Documents
- Organizing Client Documents with Folders
- Get Started with Open Appointments