Business Manager
Technical Information
Client Specific Records
Creating Worker and Client Records
Financials, Rates and Contracts
- Creating Exceptions
- Setting up Pay and Charge Rates
- Creating New Worker Contracts
- Adding Financial Expenses
- Attaching Contracts to Workers
- Running Pay and Invoicing
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
Mileage and Travel Calculations
Mobile Modules
- MCW Setup
- Business Manager Security
- MCW App - Including Mail and Offering Visits
- Enabling Mobile Assessment Users
- MCW Evidence and Reporting on Actual Vs Planned
- Mobility Settings
Reporting
System Configuration
- Updating The Help Link
- Using Write Back to Care Plan and Turning Off the Message
- System Setup
- Checking Your Bank Holiday Settings
- Creating New Users
- Emailing Reports