Office Owner
Pages
  1. Maintain your office and team accounts
  2. Maintain your office website
  3. Put an enquiry widget on another website
  4. Manage the Xero connection and review syncs
  5. Review office performance and approved hours
  6. Follow the care workflow from enquiry to payment
  7. Screen reference
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Guide › Office Owner

Office Owner

Run your office, look after team access and the local website, and oversee the care and finance workflow.

Your workspace: Your own office and its business records; office settings, team accounts, website, widgets, Xero and owner reports.

Choose a task

  1. 1Maintain your office and team accountsKeep the office contact details current and give the right colleagues access within the office seat limit.6 steps · Office Owner
  2. 2Maintain your office websiteKeep published office pages, navigation and contact messages aligned with the care service offered by your office.4 steps · Office Owner
  3. 3Put an enquiry widget on another websitePrepare an office enquiry form for an approved external website and keep its enquiries in the normal office pipeline.4 steps · Office Owner
  4. 4Manage the Xero connection and review syncsConnect the office to the correct Xero organisation and investigate the visible connection or sync status.4 steps · Office Owner
  5. 5Review office performance and approved hoursCompare activity, invoicing and approved work for a selected period using the reports available to the Office Owner.4 steps · Office Owner
  6. 6Follow the care workflow from enquiry to paymentUse the office screens to see where work is waiting and what the Care Coordinator needs to do next.6 steps · Office Owner

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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