Make sure you go through all the settings in your account to adjust and customise it based on your company preferences.
Not all user roles have the same access to the Settings. Admin users is the only role that has full access. You can find here more information of the different user roles
By clicking on the Settings option under the Admin section on the left menu bar you'll be brought to your settings menu.
General Settings
The first section is the general settings menu which allows you to tweak aspects of your account related to the manager's interface, including creating/archiving Tasks (formerly Services), Notifications, Family Portal Access, Integrations, Reporting *Carer's mobile and Scheduling settings have their own section but you can access it from General Settings by clicking in the links
You will be able to turn certain elements of your account on or off by ticking and ticking the box to the right. Make sure to press save when finished.
One of the first things to do when setting up your Nursebuddy account is to select what type of billed time you want to use in your invoices and how do you want us to calculated your billed time for Nursebuddy subscription. You can select Planned time or Reported times.
Do let us know if you need any more information on what a setting does!
Schedule
In this section you can manage aspects like
How long are you breaks and after how long a work shift has to be to include a break
When your roster will be published and how many weeks you want to be visible in the carer's app
Enable or disable the option of deleting past visits
Allow to define required compliances in visits
Publishing Settings:
Select the day of the week that your roster will be published in the carer's app and in the Family Portal and also you can select the number of weeks in the future you want to publish
Scheduling Templates:
Within this setting, you can select that when applying scheduling templates the system ignore carer compliances and work shifts by ticking the box.
Also, you can rename or delete templates that you don't longer need
Clients
Here you will find the Risk Assessment settings (creating the names of your Risk Assessments), Care Plan Template (Adding Categories and pre-fill them with general information) and create the type (names) of your manager notes.
Carers
Find here how to set up what carers can and cannot do from their mobile app. Also add the name of your compliances i.e: Patient Handling, Driver Licence, Passport, etc. 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 a list of medications and change other things such as the labels for doses and reason codes for eMAR - read more here.
Products, Invoice Contacts and Invoice Template
These are the settings related to your invoicing set up, 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 Account
Within this section you can check your company address (to edit your company address, please contact support we can help you with it), change and upload the company logo and also here is where you can cancel your subscription.
In Subscription section you can find information about your current pricing plan volume and how many hours or visits of your package you have used in the current and past period.
