Coordinator
Pages
  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 › Create and manage a care package schedule

Optimus HealthUser guide

Care Coordinator

Create and manage a care package schedule

Prepare recurring care visits and review what the active schedule has already generated.

Before you start: Use an active client and care location. Have the agreed recurrence, time window, hours and charges.

Care Coordinator5 steps

Review Care packages

Care Coordinator

Care package schedules

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Review Care packagesFull-page screenshot ↗

1Step 1 of 5

What to doOpen Care packages and check schedule status, recurrence, dates and Generated to.

Result to check

The list identifies active, draft, paused or ended schedules and how far visits have been generated.

Care Coordinator · User guide01

Prepare the recurring visits

Care Coordinator

New schedule

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Client, care location and repeat ruleFull-page screenshot ↗

2Step 2 of 5

What to doChoose New care package schedule. Select the client and care location, choose the offered Weekly or Fortnightly recurrence, and enter the time window, start date and optional end date.

Result to check

The form describes when care should recur; it has not generated visits merely by being opened.

Care Coordinator · User guide02

Add hours, charges and the usual worker

Care Coordinator

New schedule

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Charge lines, hours and draft-save controlsFull-page screenshot ↗

3Step 3 of 5

What to doEnter the agreed hours and office-approved charge and tax details. Select the usual Care Worker if applicable, then use Save as draft after reviewing the form.

Result to check

A successful draft save creates the schedule without creating visits yet.

Care Coordinator · User guide03

Review the draft before activation

Care Coordinator

Recurring schedule

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Review the draft before activationFull-page screenshot ↗

4Step 4 of 5

What to doOpen the saved draft and check the client, location, charges and repeat rule. Correct any unsupported recurrence before using Activate; review its confirmation and missing prerequisites.

Result to check

If activation succeeds, the schedule can generate visits. The illustrated older draft uses Quarterly and needs correction: supported generation uses Weekly or Fortnightly.

Care Coordinator · User guide04

Pause, resume or end the schedule deliberately

Care Coordinator

Recurring schedule

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Pause, resume or end the schedule deliberatelyFull-page screenshot ↗

5Step 5 of 5

What to doReview the generated visits and use Pause, Resume or End only for the required change, following the offered confirmation.

Result to check

A successful pause or end stops future generation as described by the action; already-created visits remain on the calendar and keep their copied charges.

Care Coordinator · User guide05
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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
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