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Login & Password Change

Category: Knowledgebase

Logging In & Password Management Overview: Learn how to access your CareForceOne account, reset a forgotten password, and change your current password. Steps Navigate to the Login page Go to htt...

Creating & Editing Clients

Category: Knowledgebase

Creating & Editing Clients Overview: Add organizations or individuals who receive services and manage their billing settings. Steps Navigate to Clients Click Clients in the sidebar. Create a n...

Viewing Available Shifts & Handling Referrals

Category: Knowledgebase

Viewing Available Shifts & Handling Referrals Overview: Monitor open shifts that need filling and manage client or partner referrals. Steps Available Shifts Click Shifts → Available. Filter ...

Managing Facilities & Facility Requests

Category: Knowledgebase

Managing Facilities & Facility Requests Overview: Maintain service locations (facilities) and submit facility-access requests for staff. Steps Open Facilities Select Facilities from the navigati...

Scheduling Visits & Configuring Auto-Visits

Category: Knowledgebase

Scheduling Visits & Configuring Auto-Visits Overview: Set up one-time or recurring (auto-visit) assignments for clients and providers. Steps Open Scheduling Click Scheduling in the main menu. ...

Creating & Editing Patients

Category: Knowledgebase

Creating & Editing Patients Overview: Add new patients to the system or update patient details as their care needs evolve. Steps Open the Patients module Click Patients in the left navigation. ...