Donovan Fourie tours CareLineLive's settings area - helping your organisation to navigate around, understand, and customise your environment's Settings as appropriate for your services - focussing on:
- Finding your account information and version from the Settings dashboard
- Contacting the support team and generating support codes
- Understanding the purpose of support code during support tickets
- Adding the company information for your exports and emails
- Uploading PNG logos for your exports and emails
- Creating and updating teams to separate your rostering systems into manageable groups
- Understanding why we've taken away the ability to delete teams
- Creating team groups as headers to make finding teams faster
- Utilising the team selector to scope what data you can currently see and edit
- Customising special days, public holidays, and times of days for your environment
- Creating custom document types and tags to categorise any uploaded documents
- Creating employment statuses and job titles to categorise your people and carers
- Creating qualification classes and qualifications for your different types of carer training
- Creating requirements and requirement templates for your required documents and training
- Creating custom leave types for reporting and payroll purposes
- Customising financial years, accrual percentages, and leave pay estimates
- Creating work patterns you can assign to your carers
- Creating journal categories to categorise your clients and carers' notes
- Enabling and disabling the profanity filter for note review alerts
- Creating custom carer review types and client review types
- Creating custom condition groups, medical conditions, medication types, and medication routes
- Creating custom task completion statuses for your MAR charts
- Creating diseases to record against your vaccinations
- Customising your mileage units, default mileage rates, and mileage thresholds for mileage calculations
- Creating custom transport types
- Creating relationship types for your important contacts and care circle members
- Customising your booking colours on the roster
- Configuring your publishing settings to restrict the carers' visibility of their rota and bookings
- Customising your roster restrictions around availability, mileage, and requirements
- Customising your roster thresholds to monitor your carers' visits and automatically confirm them
- Configuring how your carer companion app works across your whole organisation
- Customising your care circle roles to increase and reduce visibility for care circle members
- Creating service areas to help with capacity planning
- Defining custom fields to record additional information about your carers, clients, accounts, and people
- Configuring your reply-to emails and which email addresses have opted-out from receiving emails
- Customising your different payment methods for invoicing
- Enabling your Sage, Xero, and BHCC (Webroster) integrations