User Guide

User Accounts

• Accounts

• Roles & permissions

• Logging in

• Team announcements

• FAQs

Carers

• Profile

• Carer user accounts

• Carer payroll & financials

• Documents

• Scheduling & availability

• Training, qualifications and requirements

Clients

• Profile

• Assessments

• Observations

• Documents

• Tasks

• Invoicing & financial

• FAQs

• Carer concerns

• Care Planning

Rostering & Scheduling Visits

• Plans

• Scheduling

• Bookings

• Roster

• Travel time & mileage estimates

• Shifts

• Rounds & runs

• Confirming bookings & shifts

• Publishing & rota visibility

• FAQs

• Generating bookings

Financial

• Carer & client contracts

• Rates

• Invoicing

• Pay

• Reporting

Reports

Tools

• Forms

• Alerts

• Signing documents

• Maps & monitoring

• Capacity

• Incidents

Settings

• Travel

• Calendar

• Roster

• Teams

• Documents

• Custom Fields

• Authentication