Make sure you go through all these settings to adjust and customise Nursebuddy based on your company's preferences.
Not all user roles have the same access to Settings. The Admin user is the only role with full access. You can find here more information of the different user roles
You can access the main Settings menu by clicking Settings under the Admin section in the left menu bar.
General Settings
This section is where you can tweak key aspects of the manager's interface, including setting up Tasks (formerly Services), Notifications, Family Portal Access, Integrations, and Reporting. (You can also find quick links to Carer Mobile and Scheduling settings here!)
You can easily turn account elements on or off by ticking or unticking the box on the right. Always make sure to press Save when finished!
One of the first things you'll do when setting up is deciding how you want your billed time calculated for invoices and your Nursebuddy subscription. You can choose either Planned time or Reported times.
Do let us know if you need any more information on what a setting does!
Schedule Settings
In this section, you can manage aspects like:
How long your breaks are, and after what shift length a break should be included.
When your roster will be published and how many future weeks you want visible in the carer app.
Enabling or disabling the option to delete past visits.
Defining required compliances for specific visits.
Publishing Settings:
Select the day of the week your roster will be published in the carer app and Family Portal, and select how many weeks in the future you want to publish.
Scheduling Templates:
You can choose to ignore carer compliances and work shifts when applying scheduling templates by ticking the box here.
You can also rename or delete old templates you no longer need.
Clients
This section covers:
Risk Assessment settings (creating new templates/forms for Pro and Standard, or creating RA names for Essentials subscriptions).
Care Plan Templates (Adding categories and pre-filling them with general information).
Creating the categories (names) of your manager notes.
Carers
Here's where you define what carers can and cannot do in the mobile app. You can also: Add the names of your compliances (e.g., Patient Handling, Driver Licence, Passport). Create the manager note categories and set how you want to track the maximum hours of your care staff: weekly, bi-weekly or monthly
Medications
You can add your medication list and change things like dose labels and eMAR reason codes - read more here.
Products, Invoice Contacts and Invoice Template
These settings help you manage your invoicing setup, find out more here.
Payroll
Set up rate plans, payroll products and assign these to your carers. Find more information regarding use of Payroll functionality here.
My Organisation
In this section, you can check your company address (contact support to edit it), upload or change your company logo, and view or cancel your subscription details.
The Subscription section shows your current pricing plan volume and how many hours or visits you've used in the current and past billing periods.
In the Security menu, you will find the option to activate Two-Factor Authentication (2FA) for your account, as well as Organisation Security settings.
You can also enforce two-factor authentication for all web app users. Find the steps to enable it here.
