Care Worker
Pages
  1. Read My Day and start an assigned visit
  2. Add visit records and complete a visit
  3. Submit hours and follow returned timesheets
  4. Read notifications and find the work they refer to
  5. Screen reference
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Guide › Care Worker

Care Worker

Start with My Day, read the brief for an assigned visit, record the work and check your timesheets and messages.

Your workspace: Your own assigned care visits, rota, visit records, timesheets, notifications and account.

Choose a task

  1. 1Read My Day and start an assigned visitCheck the correct care location and office brief before recording the start of work.4 steps · Care Worker
  2. 2Add visit records and complete a visitCapture the visit records requested by the office and describe the outcome before sending the visit for review.5 steps · Care Worker
  3. 3Submit hours and follow returned timesheetsSend the hours and agreed costs for your own visit and respond when the office requests a change.4 steps · Care Worker
  4. 4Read notifications and find the work they refer toUse visit and timesheet messages to find a change or a request for follow-up.3 steps · Care Worker

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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