Coordinator
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  1. Progress an enquiry and prepare the client record
  2. Prepare and follow a care quote
  3. Create and manage a care package schedule
  4. Assign care workers and review completed visits
  5. Approve hours and handle corrections
  6. Follow client invoices and worker self-bills
  7. Maintain clients, contacts and care locations
  8. Create a care visit and maintain its brief
  9. Resolve operations exceptions at their source
  10. Review and supersede an incorrect visit record
  11. Match a payment and check the invoice balance
  12. Maintain care-worker capability and availability
  13. Screen reference
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Guide › Care Coordinator

Care Coordinator

Follow office work from the enquiry pipeline through client details, quotes, care packages, visit review, hours and billing.

Your workspace: Business records belonging to your office, with the actions allowed by your role and each record's state.

Choose a task

  1. 1Progress an enquiry and prepare the client recordKeep the enquiry history clear and create or link the client and care location needed for a quote.6 steps · Care Coordinator
  2. 2Prepare and follow a care quoteBuild an offer for an existing client and care location, then review its status and delivery before proceeding.5 steps · Care Coordinator
  3. 3Create and manage a care package schedulePrepare recurring care visits and review what the active schedule has already generated.5 steps · Care Coordinator
  4. 4Assign care workers and review completed visitsUse the assignment checks before a visit and review the submitted outcome, records and hours afterwards.5 steps · Care Coordinator
  5. 5Approve hours and handle correctionsCompare submitted claims with the visit and preserve a traceable process for returned or corrected hours.5 steps · Care Coordinator
  6. 6Follow client invoices and worker self-billsCheck the source records and prerequisites before issuing billing documents, then follow their finance status.6 steps · Care Coordinator
  7. 7Maintain clients, contacts and care locationsKeep client facts, the people who can be contacted, billing arrangements and care-location instructions current.4 steps · Care Coordinator
  8. 8Create a care visit and maintain its briefCreate a visit from one commercial source, review changes before work starts and archive only when the workflow permits it.4 steps · Care Coordinator
  9. 9Resolve operations exceptions at their sourceRead the office’s exception queue and follow the offered fixes until the condition is resolved.4 steps · Care Coordinator
  10. 10Review and supersede an incorrect visit recordCorrect which visit record is current while preserving the original file and its history.3 steps · Care Coordinator
  11. 11Match a payment and check the invoice balanceResolve money that has not matched automatically without allocating it to the wrong office invoice.4 steps · Care Coordinator
  12. 12Maintain care-worker capability and availabilityKeep the care-worker profile and declared working hours ready for assignment, and follow up future visits when the worker becomes inactive.4 steps · Care Coordinator

Screen reference

Browse the interface library for this role when you need to recognise a screen. Task guides explain the action and result.

All guides

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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