Visitor
Pages
  1. Find your local team and care services
  2. Send a care enquiry
  3. Sign in and recover access
  4. Screen reference
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Guide › Visitor › Send a care enquiry

Optimus HealthUser guide

Visitor

Send a care enquiry

Give the team the contact and care-location details it needs to respond to your enquiry.

Before you start: Have the contact details and care address ready. Choose the brand enquiry form or the local office form you intend to contact.

Visitor4 steps

Choose the appropriate enquiry form

Visitor

Tell us about the care you need

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Care address, service and enquiry fieldsFull-page screenshot ↗

1Step 1 of 4

What to doUse Find your local team on the brand website when you need help finding the team. Enter the care address on the enquiry form.

Result to check

The brand enquiry can use the address to select an office; an address needing review goes to Headquarters for allocation.

Visitor · User guide01

Use the local office form when you know the team

Visitor

Tell us about the care you need

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Local office contact and care enquiry fieldsFull-page screenshot ↗

2Step 2 of 4

What to doOpen the office enquiry page and enter the contact name, email and care address. Choose the relevant service and describe the help you want to discuss.

Result to check

The form contains the information needed for that office to follow up. Required fields must be completed before it can be sent.

Visitor · User guide02

Check consent and send the enquiry

Visitor

Tell us about the care you need

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Required contact consent, optional marketing and Send enquiryFull-page screenshot ↗

3Step 3 of 4

What to doRead the consent text. Tick the required agreement to be contacted; treat any optional marketing choice separately. Check the details, then choose Send enquiry when you are ready.

Result to check

If validation succeeds, the site opens a thank-you page. If the form reports a problem, correct the indicated fields before trying again.

Visitor · User guide03

Read the receipt after a successful submission

Visitor

Thank you

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Thank-you acknowledgement and the next stepsFull-page screenshot ↗

4Step 4 of 4

What to doAfter submitting successfully, read the thank-you page and use any office contact details shown if you need to get in touch.

Result to check

The receipt explains the next step without repeating the personal details entered.

Visitor · User guide04
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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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