Office Owner
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  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 › Put an enquiry widget on another website

Optimus HealthUser guide

Office Owner

Put an enquiry widget on another website

Prepare an office enquiry form for an approved external website and keep its enquiries in the normal office pipeline.

Before you start: Sign in as the Office Owner. Know the website origins allowed to embed the form.

Office Owner4 steps

Review the Widgets list

Office Owner

Widgets

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Review the Widgets listFull-page screenshot ↗

1Step 1 of 4

What to doOpen Office → Widgets. Check the widget status, enquiry count and most recent enquiry for the placement you need.

Result to check

Each widget represents a placement; its status tells you whether it is available to visitors.

Office Owner · User guide01

Prepare a new widget

Office Owner

New widget

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Widget identity, allowed websites and embed methodFull-page screenshot ↗

2Step 2 of 4

What to doChoose New widget. Give it an internal name, list the allowed website origins, and choose its embed mode, appearance and heading.

Result to check

The form is ready to save as a draft. A draft does not display a live enquiry form.

Office Owner · User guide02

Check the embed code and preview

Office Owner

Website contact form

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Embed code and the widget previewFull-page screenshot ↗

3Step 3 of 4

What to doOpen the saved widget. Copy its generated embed snippet for the intended website and review the form preview. Use the activation action only after checking the allowed origins.

Result to check

When activation succeeds, the generated key identifies this office's widget. Activation requires at least one allowed website origin.

Office Owner · User guide03

Find enquiries from that placement

Office Owner

Enquiry pipeline

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Find enquiries from that placementFull-page screenshot ↗

4Step 4 of 4

What to doOpen Enquiries and choose the widget under Captured by widget, then apply the filter.

Result to check

The pipeline shows enquiries captured by that widget in the same office enquiry workflow.

Office Owner · User guide04
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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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