Administrator
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  1. Review your own account and security
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Optimus HealthUser guide

Administrator

Review your own account and security

Keep your account details current and check the security options offered to your account.

Before you start: Sign in as the Administrator.

Administrator3 steps

Review your own account

Administrator

My account

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Review your own accountFull-page screenshot ↗

1Step 1 of 3

What to doOpen My account and check the Account and Contact details sections. Use Save changes only after reviewing any edits.

Result to check

A successful save updates your own permitted account fields; this guide does not edit another person's account.

Administrator · User guide01

Check My security

Administrator

My security (MFA)

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MFA status, application setup and recovery codesFull-page screenshot ↗

2Step 2 of 3

What to doOpen My security and read your own MFA enrolment status and the setup or management options shown. Follow only the options offered for your account.

Result to check

The overview reports your account's current security state; opening it does not enable or disable MFA.

Administrator · User guide02

Check the account context

Administrator

My account

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Check the account contextFull-page screenshot ↗

3Step 3 of 3

What to doReturn to My account and verify the account you are signed in as before saving another change. Use the account menu to return to the own-security screen when needed.

Result to check

The profile and security screens apply to the account you are currently signed in as.

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Visitor

  1. 1Find your local team and care services4 steps · Visitor
  2. 2Send a care enquiry4 steps · Visitor
  3. 3Sign in and recover access3 steps · Visitor

Office Owner

  1. 1Maintain your office and team accounts6 steps · Office Owner
  2. 2Maintain your office website4 steps · Office Owner
  3. 3Put an enquiry widget on another website4 steps · Office Owner
  4. 4Manage the Xero connection and review syncs4 steps · Office Owner
  5. 5Review office performance and approved hours4 steps · Office Owner
  6. 6Follow the care workflow from enquiry to payment6 steps · Office Owner

Care Worker

  1. 1Read My Day and start an assigned visit4 steps · Care Worker
  2. 2Add visit records and complete a visit5 steps · Care Worker
  3. 3Submit hours and follow returned timesheets4 steps · Care Worker
  4. 4Read notifications and find the work they refer to3 steps · Care Worker

Care Coordinator

  1. 1Progress an enquiry and prepare the client record6 steps · Care Coordinator
  2. 2Prepare and follow a care quote5 steps · Care Coordinator
  3. 3Create and manage a care package schedule5 steps · Care Coordinator
  4. 4Assign care workers and review completed visits5 steps · Care Coordinator
  5. 5Approve hours and handle corrections5 steps · Care Coordinator
  6. 6Follow client invoices and worker self-bills6 steps · Care Coordinator
  7. 7Maintain clients, contacts and care locations4 steps · Care Coordinator
  8. 8Create a care visit and maintain its brief4 steps · Care Coordinator
  9. 9Resolve operations exceptions at their source4 steps · Care Coordinator
  10. 10Review and supersede an incorrect visit record3 steps · Care Coordinator
  11. 11Match a payment and check the invoice balance4 steps · Care Coordinator
  12. 12Maintain care-worker capability and availability4 steps · Care Coordinator

Network Manager

  1. 1Review network offices and export aggregate figures4 steps · Network Manager

Headquarters

  1. 1Open an office and invite its owner6 steps · Headquarters
  2. 2Maintain territories and office coverage4 steps · Headquarters
  3. 3Review enquiries needing office allocation4 steps · Headquarters
  4. 4Maintain published brand pages4 steps · Headquarters
  5. 5Review settings, audit and operational requests6 steps · Headquarters

Administrator

  1. 1Review your own account and security3 steps · Administrator

Authenticated user

  1. 1Maintain your own account and security3 steps · Authenticated user

Switcher

  1. 1Review your Switcher account and security3 steps · Switcher
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