Donovan Fourie identifies commonly underused features that care agencies can use to optimise their efficiency and get the most from CareLineLive, focussing on:
- Toggling announcements to be received in the carer companion app
- Utilising the global search function to quickly navigate around the management portal
- Configuring the desired reply-to email address in your email settings
- Enabling carers to respond to announcements received via email
- Opting into the new schedule view to experience a cleaner version of the client schedule
- Utilising the client and carer's journals to keep convenient auditing records
- Creating journal categories to group together related journal entries and make them faster to search
- Utilising carer contract priorities to automatically assign contracts to bookings based on their type
- Configuring booking types for different situations and services
- Utilising notification groups to receive emails and web notifications for concerns raised and new alerts
- Configuring notification rules to make sure alerts are received only when desired
- Running task completions reports to audit medications for a desired timeframe
- Optimising your roster thresholds to reduce the number of alerts and unconfirmed bookings
- Checking how far away carers check-in while confirming bookings
- Sending announcements via email and the carer companion app
- Creating journal entries from scratch to record notes for your office staff from the management portal
- Customising and changing already-existing check-out comments from your carers