Visitor
Pages
  1. Find your local team and care services
  2. Send a care enquiry
  3. Sign in and recover access
  4. Screen reference
Open the live demo Live demo Get in touch
Skip to content

Guide › Visitor › Sign in and recover access

Optimus HealthUser guide

Visitor

Sign in and recover access

Use your own account to enter the role-specific workspace, or request password recovery when needed.

Before you start: An account has been created or invited for you.

Visitor3 steps

Open the sign-in form

Visitor

Sign in

Swipe across the preview to see more. Tap to enlarge.

Username, password and Sign inFull-page screenshot ↗

1Step 1 of 3

What to doOpen the sign-in page and enter your own username or account identifier and password in the fields provided.

Result to check

The form is ready to authenticate the account you entered.

Visitor · User guide01

Sign in and open your workspace

Visitor

Sign in

Swipe across the preview to see more. Tap to enlarge.

Username, password and Sign inFull-page screenshot ↗

2Step 2 of 3

What to doChoose Sign in. After a successful sign-in, use Back office on the public header; Care Workers use My Day.

Result to check

Your account determines the workspace and pages available. If sign-in fails, read the message and correct the details.

Visitor · User guide02

Request password recovery

Visitor

Reset your password

Swipe across the preview to see more. Tap to enlarge.

Password reset form and Send reset instructionsFull-page screenshot ↗

3Step 3 of 3

What to doIf you cannot remember your password, open the password-recovery page, enter the identifier requested by the form, and submit the request.

Result to check

Follow the instructions shown and any recovery message you receive.

Visitor · User guide03
1 / 4
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
Privacy Terms