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 (what type of hours you want to use for billable purposes: Reported or Planned), Scheduling and Colour coding in the scheduling page. *Carer's mobile and Payroll 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.
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
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. And create the manager note categories.
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.
