How CareQB works with your scheduling software¶
Goal: "Will CareQB's changes show up in our scheduling software, and how fresh is CareQB's copy of our schedule?" Know what syncs, which way, and when.
Your scheduling software (sometimes called your ERP) stays the source of truth for clients, caregivers, and shifts. CareQB reads from it to know who's working when, and, where supported, writes back fill-ins, clock-ins, and notes.
What each system supports¶
| Capability | WellSky | AxisCare | Rosemark |
|---|---|---|---|
| Read shifts, clients & caregivers | ✅ | ✅ | ✅ |
| Read profile details (care plans, skills) for matching | ✅ | ❌ (enter in CareQB) | ❌ (enter in CareQB) |
| Assign filled shifts back to the schedule | ✅ | ✅ | ❌ (assign manually) |
| Admin clock-ins | ✅ | ✅ | ❌ |
| Admin clock-outs | ✅ | ❌ | ❌ |
| Add notes on shifts / profiles (call summaries) | ✅ | ❌ | ❌ |
| Extra syncs after key events | ✅ | ❌ | ❌ |
Using different scheduling software? Contact CareQB.
How often CareQB syncs¶
- Business hours: about hourly.
- Outside business hours: at least 3 hours apart.
- Quiet period: no routine syncs 11 PM–5 AM.
- Full syncs run regularly to catch anything missed. With WellSky, CareQB also runs extra syncs after important events (such as a callout) so it's working from the latest schedule.
Need it now? Calendar → Refresh schedule, or Clients → Additional actions → Refresh active clients & caregivers. Individual profiles have Refresh profile / Refresh match criteria & notes.
What CareQB writes back (when supported)¶
| When | CareQB… |
|---|---|
| You assign a fill-in with Automatically add shift to scheduling software? | Assigns the caregiver to the shift |
| You cancel a request with Automatically cancel the shift in your scheduling software? | Cancels the shift |
| A caregiver can't clock in and admin clock-ins are on | Records the clock-in or clock-out time |
| You click Add call as Profile Note in ERP | Posts the call summary and a transcript link to the profile |
| You Push to Schedule from availability | Updates the caregiver's availability |
If a push fails, CareQB flags it as an Active AI comment so someone can fix it by hand.
Profile changes from a sync¶
When a client's care plan changes, CareQB shows Profile changes identified on recent sync. Review it so the care description sent to caregivers stays accurate. See Profiles & matching.