Welcome to the CareLineLive Masterclass series.
This series guides you through the key topics that strengthen your use of CareLineLive, from basic skills to advanced features.
We’re continually adding to this collection, so be sure to check back for new content.
Basics to Best Practice Masterclass #1: CareLineLive FAQs
Building on foundational knowledge, this session covers commonly asked questions.
Basics to Best Practice Masterclass #2: Generating bookings and rostering
This session covers:
Notes
Visits
MAR (Medication Administration Record) audits
Basics to Best Practice Masterclass #3: Generating bookings and rostering
This session covers:
Creating and managing client bookings
Building rosters for your care team
Optimising schedule allocation
Handling recurring appointments
Managing last-minute changes and cancellations
Understanding booking conflicts and resolutions
Basics to Best Practice Masterclass #4: What Does a Care Plan Look Like with CareLineLive?
This session covers:
Core components of an effective care plan
Structuring care plans for different client needs
Linking care plans to daily operations
Updating and reviewing care plans regularly
Tasks and medical section
Managing clinical and care-related information:
Creating and assigning care tasks
Documenting medical information and conditions
Tracking medication schedules
Recording allergies and medical alerts
Maintaining clinical compliance
Basics to Best Practice Masterclass #5: Forms
This session covers:
Using existing form templates
Customising form templates
Creating new form templates from scratch
How to assign and complete forms
Assigning forms to carers
How to complete forms
How to update forms
Editing existing forms
Basics to Best Practice Masterclass #6: Daily Housekeeping
This session covers:
Alerts: Monitoring and responding to system notifications
Reconciliations: Ensuring accuracy in time, visits, and billing records
Unconfirmed Bookings: Following up on pending confirmations
Incomplete Bookings: Identifying and resolving booking gaps
Basics to Best Practice Masterclass #7: Contracts
This session covers:
Creating and managing carer contracts
Creating client service contracts
How to bulk swap contracts
Basics to Best Practice Masterclass #8: Tasks and Medical Section
This session covers:
How to use the medical tab
General medical features and settings
Managing tasks:
Creating and managing tasks
Setting up scheduled tasks
How to set tasks for repeating activities
Linked tasks functionality
Duplicating tasks for efficiency
Best practice for completing tasks
Basics to Best Practice Masterclass #9: Mastering Payroll
This session covers:
Managing bookings
Completing incomplete bookings
How to confirm bookings
Payroll operations:
Running payroll in CareLineLive
Adding payments to payslips
Changing rates within payslips
Amending bookings:
Unlocking bookings for editing
Un-confirming bookings when changes are needed
Integrating payroll software:
Sage 50 Cloud Payroll UK integration (support article 9260)
Basics to Best Practice Masterclass #10: Mastering Invoicing
This session covers:
Completing incomplete bookings
How to confirm bookings
Managing buyers:
Setting up global buyers
Adding buyers for clients
Assigning buyers to clients
How split billing works
Managing transactions:
Creating one-off credit/debit transactions
Generating invoices:
Generating invoice runs
How to set up invoice run templates
How to set up number schemes
Invoice configuration:
General invoice settings
Invoice settings specific to buyers
Setting up tax types
Post-invoicing:
Marking invoices as paid
How to unconfirm bookings for amendments
Integrating payroll software:
Integrating Sage 50 Cloud Accounts UK
How to export for Xero
Basics to Best Practice Masterclass #11: Underused Features
This session covers:
Completing and confirming bookings before invoicing
Setting up global buyers, adding buyers for clients, assigning buyers, and split billing
Managing one-off credit/debit transactions for clients
How to create and run invoices
How to amend booking times
Setting up invoice numbering systems
Creating templates for recurring invoice runs
Settings for tax types
Invoice settings
Tracking and recording payments
Integrating UK Sage 50 Cloud Accounts and Xero export options
Basics to Best Practice Masterclass #12: Care Circle Portal
This session covers:
How to configure and assign roles to member user accounts
How to add a new Care Circle member
How to access the Care Circle
Setting up and managing emergency access features
Basics to Best Practice Masterclass #13: CareLineLive's Settings
This session covers:
Company settings options
Setting up and managing teams
Setting up Team groups
Managing Calendar settings
How to set up Document types
Carer qualifications and training setup
Defining carer requirements
Managing Holiday and leave settings
Setting up work patterns for staff
Setting up journal categories
Managing task completion statuses
Mileage tracking settings
Enabling publishing features
Setting up Roster thresholds
Setting up the Carer Companion app
Setting up Care Circle portal roles
Creating custom fields
Email configuration settings
Basics to Best Practice Masterclass #14: Training and Requirements
This session covers:
Carer Training Management:
Managing carer qualifications and training records
Using the Training Matrix to track training status
Requirements Management:
Setting up and managing carer requirements
Running carer requirements reports to monitor compliance
Rostering Controls:
Configuring roster restrictions based on training and requirements
Basics to Best Practice Masterclass #15: Client and Carer Reviews
This session covers:
How to conduct and manage client reviews
How to conduct and manage carer reviews
Basics to Best Practice Masterclass #16: The Audit Tool
This session covers how to use the Audit Tool.
Basics to Best Practice Masterclass #17: User Accounts
This session covers:
How to create a user account
Creating a user account for a carer
How to send account invitations to users
Setting an expiry date for an account
How to restore a deleted user account