With so many tools at your disposal to help you manage your work as a carer, it may seem overwhelming trying to understand what each tool does. We've put together a quick guide to explain all the features of your Care Provider account, and help you get the most out of the Home Carers Direct platform.
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DashboardThis gives you a high level view of, and short cuts to, your Upcoming Bookings, Bookings that require your attention and Recently serviced bookings. |
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BookingsThis allows you to search and filter all your bookings including past bookings. For completed bookings, you can see the invoices generated for the booking. |
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CalendarThis shows your bookings in calendar form, together with any availability exceptions. There is day/week/month view available. |
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AvailabilityThis is where you manage your default availability, exceptions to your default availability (e.g. personal appointments, public holidays) and 'out of office' periods. |
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View ProfileThis allows you to view your profile as care seekers see it. |
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Manage ProfileThis is where you can make changes to particular parts of your profile (e.g. hourly rates, service areas), including submitting new qualifications for approval by HCD admin. |
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File LibraryThis is where you can access files care seekers have shared with you. |
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Job BoardThis is where you can search for job posts from care seekers in your area. Refer to previous blog about this. |
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FinancesThis is where you manage the bank account that your payments are sent to. |
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FavouritesThis is where you can view care seekers you have added to your favourites list. Adding a care seeker to your favourites list allows you to find them immediately to start a new booking. |
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ReportsThis is where you can create financial reports. We've created a guide to creating and saving reports here. |
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SettingsThis is where you manage general settings (time zone, booking buffers, schedule reminders, email and SMS notification settings), passwords, privacy and blocked users. |