All CareLineLive Basics to Best Practice Masterclass Webinars

Find all CareLineLive Basics to Best Practice masterclass webinar recordings in one place

 

Welcome to the CareLineLive Basics to Best Practice masterclass webinar series. This series guides you through the key topics when using CareLineLive, from the core fundamentals up to the most advanced features. The aim is to help office staff - such as coordinators, supervisors, and administrators - build their confidence, streamline their operations, strengthen their understanding, and standardise their use of CareLineLive. These recordings are particularly useful for care agencies who've completed the onboarding process with CareLineLive already but need to train new office staff. The support and onboarding team are continually adding to this series, so make sure to check back regularly for new content.

 

Use the links below to find all our CareLineLive Basics to Best Practice customer masterclass recordings:

 

Basics to Best Practice Masterclass #1: Frequently Asked Questions (FAQs)

 

 

Basics to Best Practice Masterclass #2: Notes, Visits, MAR audits

 

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

 

Basics to Best Practice Masterclass #18: Work Patterns

 

This session will walk you through how to set up and use Work Patterns effectively, including when to use them, how they link to carers and roles and how they help ensure accurate, consistent rostering.

 

Basics to Best Practice Masterclass #19: Mileage and Travel Time

 

This session will cover how to manage mileage and travel time, the relevant settings, and how travel is calculated. It also highlights best practices for ensuring accurate payments and records.

 

Basics to Best Practice Masterclass #20: GP Connect

This session will cover how to setup and view GP Connect, what relevant keywords mean, and common areas to check when troubleshooting.

 

Basics to Best Practice Masterclass #21: Changing Carer Contracts

This session will cover how to create carer contract types, increase pay rates from specific rates, assign multiple contracts to carers, prioritise contracts on booking type, override rates for individual carers, and bulk swap bookings to a different contract.