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CareQB User Guides

Welcome! These guides are organized around what you're trying to get done, not around every button on the screen. Find your goal below, follow the short "quick path", and dig into the details only when you need them.

Can't find what you need? Email support@careqb.pro and we'll help (and likely write a new guide for it).

New to CareQB? Start with Getting started with CareQB. It takes about 30 minutes and covers everything you need on your first day.

Setting up CareQB for your agency? Agency Owners and Admins should also work through the Admin setup checklist.

How do I…

Get set up

I want to… Go to
Log in and install CareQB on my computer and phone Getting started
Find my way around the app Navigating CareQB
Control when my phone rings and when I get notified Customizing your notification rules
Take calls on my browser, phone, or desk phone Setting up calls on web, mobile & desk phones
Connect a physical desk phone Provisioning a desk phone
Make sure calls still work with a bad internet connection Backup calling through your cell network

Communicate with caregivers, clients & my team

I want to… Go to
Understand how conversations and threads are organized How chats and threads work
Leave a note for a teammate or assign a follow-up Keeping your office in sync
Reply faster with saved messages Using message templates
Send a message later, or only if a shift is still happening Scheduled messages
Text a filtered group of caregivers at once Broadcasts & bulk messages
Remind caregivers or clients about their upcoming shifts Sending shift reminders
Send a fax Sending a fax

Handle phone calls

I want to… Go to
Send callers to the right team ("Press 2 for scheduling…") Routing calls with IVR & extensions
Record my agency's greetings and menu prompts Configuring call greetings
Transfer a call to a teammate or an outside number Transferring calls
Decide what happens when nobody answers When nobody answers: voicemail & missed calls
Have calls answered after hours Out of Office & after-hours VoiceAI

Fill shifts

I want to… Go to
Fill a single open shift or callout Filling a shift with a fill-in request
Fill several shifts at once, like this coming weekend Filling multiple shifts at once (grouped requests)
See every open request and what's waiting on me The Requests tab
Respond to a caregiver who called out Handling callouts
Fill next week's open shifts automatically, every week Recurring workflows
Collect and track caregiver availability Caregiver availability
Make sure the right caregivers get offered the right clients Client & caregiver profiles for better matches
Understand the AI "match score" Qualitative matching
Track applicants before they're hired Managing candidates

Let CareQB's AI and automations help

I want to… Go to
Understand what CareQB's AI does and when it asks for help Working alongside CareQB AI
Put recurring tasks on a schedule (reminders, weekly fill pushes) Recurring workflows
Automate missed clock-in and late-arrival follow-up AI help with clock-ins & late arrivals
Get a daily handoff or weekly summary of what happened After Action Reports
Keep track of what we've learned about each contact Contact Intelligence

Let caregivers & clients self-serve

I want to… Go to
Let caregivers and families reach each other during a shift without sharing numbers The Relay System
Share a how-to with clients or caregivers Client & family guide · Caregiver guide

Administer my agency

I want to… Go to
Set up CareQB for my agency for the first time Admin setup checklist
Invite users and set roles and extensions Managing users & roles
Find a specific agency setting Agency Settings at a glance
Understand what syncs with WellSky, AxisCare, or Rosemark How CareQB works with your scheduling software
Connect Slack Connecting Slack

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