Nursebuddy

Mastering Your Data: Introducing Nursebuddy Reports

Introducing NurseBuddy Reports

Easily export from Nursebuddy the report you need to upload to ContrOCC system

Nursebuddy and ContrOCC report

Learn how to integrate Nursebuddy with Xero

Step by Step to Integrate Xero and Nursebuddy 💶

A High-Level Snapshot for Homecare Managers 📊

eMAR Metrics

Learn how to track visits that have overrun their planned duration

Overrun Visits

Use our new AI Report tool to get custom reports about visits

AI Reporting Tool-Beta Version

Rocio Solis

Madeleine Curran

Sarita Lehtivuori

Client invoices, carer work hours, editing schedules

Reporting in NurseBuddy

Visits List is our most comprehensive report. Use it to audit care, edit visit details, track tasks, and even generate invoices.

Client Visits - List Report

The Client Notes report provides a comprehensive log of every activity and observation related to a client. It brings together notes from managers, carers, and even family members in one…

Client Notes Report

Monitoring Client Activity: The Absences Report
Keeping track of hospital stays, family visits, or other absences is key to a smooth operation. This report helps you monitor why and when…

Client Absences Report

How carers in a multiple handed visit can write notes.

Double-Handed Visits: Multi-Carer Note Recording

Monitoring Client Activity

How to set up your Nursebuddy and CM2000 integration

CM2000 Integration

Ready to simplify your month-end? Before you can generate your first invoice, there are a few simple setup steps to ensure your rates and contacts are perfectly aligned.

Streamlining Your Billing: The Invoicing Module

Connecting Nursebuddy with Xero is a brilliant way to streamline your finances. By syncing your visit data directly into Xero, you eliminate double-entry and ensure your bookkeeping is always up…

Seamless Invoicing: Connecting Nursebuddy to Xero

Managing your invoice sequences is a great way to keep your accounts tidy, especially if you are transitioning from another system or need to match specific council filing requirements.

Managing Your Invoice Numbering in Client Visit List report

Client Invoicing

This report allows you to audit hours worked, check reported vs. planned times, and export everything you need for your back-office team.

Carer Visits - List Report

How to set up and run your carer's payroll through Nursebuddy

Payroll Made Simple: Generating Carer payroll Reports

Ready to stop calculating mileage by hand? By setting up automated travel rates, Nursebuddy will accurately calculate the distance and time between visits for you.

Automated Mileage Set up And Payroll Reporting

Carer Availability Report

Sometimes a standard hourly rate doesn't cover everything. If your carers earn more for specialized services or specific tasks, you can use Product Pay Rates to ensure their wages perfectly…

Advanced Payroll: Product-Specific Pay Rates

Reports for Carer Payroll

Monitoring staff leave—whether it’s planned holidays or unexpected sickness—is key to a well-run service. This report gives you a clear overview of all recorded carer absences.

Carer Absence Reports

Keeping your team fully trained and compliant is a breeze with this report

Compliance Report

Reports for Staff Management

Get a quick overview of all of your clients' and carers' visits

Visit Summary & By Product Reports

The Metrics page is your command centre. It transforms your daily data into easy-to-read graphs, helping you track trends in your client base, staff retention, and visit volume over time.

Metrics

Learn how Nursebuddy can help you track and improve your carers' wellbeing at work.

Carer wellbeing surveys in Nursebuddy

View how much time between visits caregivers have

Metrics: Waiting Times

Summary & Performance Reports

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.