Business Manager
Tips & Tricks
System Configuration
Rates and Contracts
- Setting up Pay and Charge Rates
- Creating New Worker Contracts
- Attaching Contracts to Workers
- Private Client Contracts and Private Billing Addresses
- Local Authority Contracts and Billing Addresses
- Attaching Contracts to Clients
Creating Worker and Client Records
Worker Specific Records
Client Specific Records
Live Rostering
- Using Write Back to Care Plan and Turning Off the Message
- Booking the Rota
- Visit Schedule Explained
- Allocation, Rostering Checks, Auto Allocate
- Rostering Checks
- Using History
Additional Settings
Financials
Mileage and Travel Calculations
Mobile Care Worker
Reporting
Mobile Assessments
- Business Manager Security
- Enabling Mobile Assessment Users
- Mobility Settings
- Configuring Users and Assigning Roles
- Creating and Completing Assessment Forms
- Service Users