Welcome To CareFree Knowledge

CareFree is a client / carer management software system for domiciliary care organisations, it enables you to manage the following with ease:-

• Client and Carer records
• Care package records
• Contract details
• Carer Allocation
• Timesheet and Rotas
• Pay roll records
• Invoicing
• Cash flow forecasts
• Sudden changes

This guide is aimed at co-ordinators with primary tasks of maintaining the daily/weekly rotas and adding new client and carers.

Information within this guide will inform co-ordinators how to:

• Log-in to the system
• Change branches
• Navigate around the system
• Be familiar with short cuts
• Maintain carer details
• Maintain client details
• Maintain background / behind the scenes details (reference items)
• Add and maintain a package of care
• Work mainly from the rota desktop
• Display, print and maintain the unallocated or uncovered calls
• Mark carers or clients as being away, holiday, sick, training, respite and hospital etc.
• Produce reports – timesheets, rota, client or carer lists etc..
• Create an action plan
• Exporting wages to sage payroll
• Using the holiday calculator, holiday entitlement and away period tabs
• Attaching documents to clients and carers
• Track a piece of work with a staged process by using the workflow screen
• Using planners to see how many clients or carers are away
• Configure preferences and options
• Changing the status of client or carer calls using the verification screen
• Scheduling if carers or clients are on courses or assignments
• Use the National Minimum Data Set
• Using a mail merge to quickly send letters to multiple people