HelpPage

Bookings
- Work with Shifts
  - - Confirm a shift
  - - Squeeze Visits Later
  - - Calculate Travel
  - - Add break to a shift
  - - Add a visit
  - - View visits in a shift
  - - Squeeze Visits Earlier
  - - Show Route
  - - Transfer a shift
- Work with Visits
  - - View Mobile Messages for a Visit
  - - Auto Allocate
  - - Delete a Visit
  - - Confirm with an exception
  - - Change Intended Worker
  - - Paste a Visit
  - - Add Visit Event
  - - View Financial Information
  - - Edit a Visit
  - - View Visit Events
  - - Print Screen
  - - Confirm and Edit
  - - Change Worker Contract
  - - Copy a Visit
  - - De-allocate a Visit
  - - Add Tasks
  - - New Visit
  - - Confirm a Visit
- Work with Tasks
  - - Delete Task
  - - Edit Task
  - - New Tasks
- Visit & Shift Types
  - - Edit shift type
  - - Edit visit type
  - - Add visit type
  - - Delete shift type
  - - Add shift type
  - - Delete visit type
- Book Visits
  - - Publish Schedules
  - - Create Visits
- Timesheets
- Working Time Hours
  - - Calculate
- Client Worker Exclusions
  - - Add Exclusion
  - - Remove Exclusion
Monitoring
- Alerts
Clients
- Documents
  - - Edit Document-Template
  - - Delete Document
  - - New Template
  - - Screen layout
  - - New Document
  - - Replace Document-Template
- Browse
  - - Delete client
  - - Edit client general details
  - - Print Screen
  - - Add client
- Assessments
  - - New Assessment
  - - Screen Layout
  - - View Layout
  - - Edit Assessment
  - - Delete Assessment
  - - Date Range
- General Details
  - General Tab
    - - Set password
    - - Reset password
  - Exclusions
    - - Add exclusion
    - - Remove exclusion
  - Attributes & Preferences
    - - Remove Preference
    - - Add Preference
    - - Add Attribute
    - - Edit Preference
  - - Activate Client Record
- Contacts
- History
  - - Edit history
  - - Add history
  - - Print Screen
  - - Screen layout
  - - Delete history
- Care Planning
  - - Screen Layout
  - - Enter a planned visit
  - - Restart a suspended a care plan
  - - Enter a care plan
  - - Suspend a planned visit
  - - Roll Back a planned visit
  - - Roll Back a care plan
  - - Show Finished Care Plans
  - - Edit a planned visit
  - - Suspend a care plan
  - - Re-book a planned visit
  - - Book a Care Plan
  - - Delete a care plan
  - - Re-book a care plan
  - - Edit a care plan
  - - Delete a planned visit
  - - View Layout
- Visit Schedule
  - - Allocate
  - - View Mobile Messages for a Visit
  - - View Layout
  - - Add Tasks
  - - View Financial Information for a Visit
  - - Auto Allocate
  - - View Visit Events
  - - New visit
  - - Confirm with an Exception
  - - De allocate
  - - Paste a visit
  - - Change a Worker Contract for a Visit
  - - Delete visit
  - - Confirm a visit
  - - Add Visit Event
  - - Change Intended Worker
  - - Confirm and Edit
  - - Copy a visit
  - - Print Screen
  - - Edit visit
- Financial
- Contact Tasks
- Budget
  - - Add Client Budget
  - - Enter an Adjustment to a Client Budget
Workers
- Contact Tasks
- Mobile
  - - Screen layout
  - - View layout
  - - New message
- Browse
  - - Add worker
  - - Edit worker general details
  - - Print Screen
  - - Delete worker
- General Details
  - General Tab
    - - Set password
    - - ECM
    - - Reset password
  - Employment Checklist
    - - Enter General Worker Notes
    - - Add Check
    - - Remove Check
    - - Apply For Check
    - - View Check Properties
    - - Complete Check
  - Photo ID
    - - Enter Details
    - - Add Worker Photo
    - - Print ID Badge
    - - Add New Photo
  - Client Exclusions
    - - Add exclusion
    - - Edit exclusion
    - - Remove exclusion
  - Postcode Preferences
  - Location Preferences
  - WorkerWorker Prefereneces
  - Attributes & Preferneces
    - - Remove Preference
    - - Remove Attribute
    - - Add Preference
    - - Add Attribute
    - - Edit Preference
  - - Finish Worker Record
  - - Activate Worker Record
- Contacts
- Skills & Capabilities
  - - Remove Skill
  - - Add Skill
  - - Edit Skill
- History
  - - Delete history
  - - Add history
  - - Print Screen
  - - Edit history
  - - Screen layout
- Shift Planning
  - - Squeeze Visits Earlier
  - - Squeeze Visits Later
  - - Show Intended Visits
  - - Add a shift plan
  - - Edit a shift plan
  - - Show Route
  - - View visits in a shift
  - - Edit Shift
  - - New Shift
  - - Show finished shift plans
  - - Confirm a shift
  - - Delete Shift
  - - Add a visit
  - - Delete a shift plan
  - - Add break to a shift
  - - Book shifts
  - - Transfer a shift
  - - Calculate Travel
- Visit Schedule
  - - Confirm with an Exception
  - - Print Screen
  - - Change a Worker Contract for a Visit
  - - Edit visit
  - - Auto Allocate
  - - Change Intended Worker
  - - Allocate
  - - Add Tasks
  - - Confirm and Edit
  - - De allocate
  - - Copy a visit
  - - Paste a visit
  - - New visit
  - - View Visit Events
  - - Add Visit Event
  - - View Financial Information for a Visit
  - - Confirm a visit
  - - Delete visit
  - - View Mobile Messages for a Visit
  - - View Layout
- Financial
  - - Edit Money Expense
  - - Set Worker Contract as Default
  - - Delete Money Expense
  - - Add Worker Contract
  - - Delete Worker Contract
  - - Add Money Expense
  - - Edit Worker Contract
- Timesheets
Organisation
- Organisation Details
  - - Edit Address
- Statement of Purpose
  - - Enter Statement
- Contracts
  - - Edit Contract
  - - Add Contract
  - - Delete Contract
Contacts
- Work with Contacts
  - - New Contact
  - - Edit Contact
  - - Delete Contact
- Organisations
  - - Edit Organisation
  - - New Organisation
  - - Delete Organisation
- Contact Tasks
Reports
- General
  - - Preview
  - - Email
- Customised
  - - Preview
  - - Email
- Print Worker ID Badges
  - - Print Preview
- Worker ID Badge Templates
  - - Delete
  - - Modify
  - - New
- Client Assessment Report
  - - Email
  - - Preview
- Skills & Capabilities
- Report Designer
  - - Report Designer
Mail
- Inbox
- Outbox
  - - Sending Messages to Mobile Care Workers
  - - Outbox
Invoicing
- History
  - - View Contribution Invoice
  - - View Invoice Errors
  - - View Invoice
  - - View Invoice Summary
  - - Search
- Work With Invoices
  - - Create invoices
  - - View Invoice Summary
  - - Save Run
  - - Reverse Run
  - - View Invoice
  - - View Contribution Invoice
  - - View Invoice Errors
- Invoice Templates
- Charge Rates
- Exceptions
  - - New Exception
  - - Edit Exception
  - - Delete Exception
Client Budgets
- Browse
  - - Add Client Budget
- Settings
  - - Set Warnings & Actions
Pay
- Payroll
  - - Create Pay
  - - Reverse Run
  - - Print Run
  - - View Pay Advice
  - - View Pay Errors
  - - Save Run
  - - View Gross Pay Summary
- History
  - - View Pay Advice
  - - Search
  - - View Gross Pay Summary
  - - View Pay Errors
- Pay Rates
  - - Delete Pay Rate Set
  - - Expire And Renew Pay Rate Set
  - - Copy Pay Rate Set
  - - New Pay Rate Set
  - - Edit Pay Rate Set
- Worker Contracts
- Exceptions
  - - Delete Exception
  - - Edit Exception
  - - New Exception
Settings
- Groups
  - - Add Group
  - - Edit Group
- Manage Passwords
  - Client
    - - Show a password
    - - Generate a password
    - - Generate all passwords
  - Workers
    - - Generate a password
    - - Generate all passwords
    - - Show a password
  - Contacts
    - - Generate a password
    - - Generate all passwords
    - - Show a password
- Security
  - - Disable User
  - - New User
  - - Delete User
  - - Change Password
  - - Configure Permissions
  - - Edit User
- Scheduled Tasks
- Categories
  - Worker Categories
    - - Delete
    - - New
    - - Edit
  - Capabilities
    - - Edit
    - - Delete
    - - New
  - Worker Checks
    - - Delete
    - - New
    - - Edit
  - Capability Types
    - - Delete
    - - New
    - - Edit
  - Client Categories
    - - New
    - - Edit
    - - Delete
  - Contact Categories
    - - New
    - - Edit
    - - Delete
  - Event Categories
    - - New
    - - Delete
    - - Edit
  - Location Categories
    - - Edit
    - - New
    - - Delete
  - Organisation Category
    - - Delete
    - - New
    - - Edit
  - Person Attributes
    - - Edit
    - - New
    - - Delete
  - Task Categories
    - - Edit
    - - Delete
    - - New
- Data Export
  - - Create a Template
  - - Install from File
  - - Run Data Export
  - - Save to File
  - - Edit a Template
  - - Delete a Template
- List Management
  - Cessation Reason
    - - New
    - - Delete
    - - Edit
  - Contact Relationship
    - - Delete
    - - New
    - - Edit
  - County
    - - Delete
    - - New
    - - Edit
  - Ethnic Group
    - - New
    - - Edit
    - - Delete
  - Language
    - - New
    - - Delete
    - - Edit
  - Religion
    - - New
    - - Delete
    - - Edit
  - Suspension Reason
    - - New
    - - Edit
    - - Delete
  - Telephone Name
    - - New
    - - Edit
    - - Delete
  - Title
    - - New
    - - Delete
    - - Edit
- Extension Data
  - - Edit Columns
  - - Remove Columns
- Data Management
  - - Run Script in Window
  - - Backup
  - - Run Script from File
  - - Restore
  - - Connection Info
  - - Compress Photo
- SMS Settings
  - - Enter Settings
- Application Settings
  - - Change Application Setting
- Document Paths & Templates
  - - Open Template
  - - Enter Storage & Template Path
  - - Edit Template
  - - New Template
  - - Delete Template
- Holidays & Special Days
  - - Add date set
  - - Delete date set
  - - Edit date set
- Action Management
  - Action Groups
    - - Configure Action Types For Groups
    - - Configure Action Groups
  - Action User Subscription
- Licence Management
  - - Add Key
- Email Settings
  - - Configure Settings
Help
- Business Manager Help
Dashboards
- ECM
  - Current
    - - Using the Dashboard
  - History Tab
    - - Using the Dashboard
- Financial
  - Current
    - - Using the Dashboard
  - Historical
    - - Using the Dashboard
  - Forecasting
    - - Using the Dashboard
- Mobile
  - Current
    - - Using the Dashboard
  - History Tab
    - - Using the Dashboard
- Rostering
  - - Copy Visit
  - - Using the Dashboard
  - - Confirm a Visit
  - - Confirm with an Exception
  - - New Visit
  - - Allocate Visit
  - - Edit Visit
  - - Change Intended Worker
  - - Auto Allocate
  - - Paste Visit
  - - Delete Visit
  - - Confirm and Edit
- Timeline
  - - Confirm and Edit
  - - Delete visit
  - - Confirm a visit
  - - Show Route
  - - Using the Dashboard
  - - Add break to a shift
  - - Move a Client Visit
  - - Extend and Shorten a Client Visit
  - - Edit a Shift
  - - View Visit Events
  - - Extend and Shorten a Worker Shift
  - - Confirm a shift
  - - Confirm with an Exception
  - - Add a visit
  - - Add Tasks
  - - Edit a Visit
  - - Add Visit Event
Errors
- Browse
  - - Date Range
  - - Properties
Mobile
- Lone Worker Protection
  - - Lone Worker Protection Screen
- Worker Location
  - - Worker Locations
- Settings
  - Monitored Contracts Tab
    - - Monitored Contracts
  - Settings Tab
    - - Settings
  - Notifications Tab
    - - Notifications
  - Publish Settings
- Visit Issues
  - - Visit Issues
- Tolerance Settings
  - - Tolerance Settings
- Mobile Workers
  - - Edit Mobile Workers
  - - Remove Mobile Workers
  - - Mobile Status
  - - Create Mobile Workers

Business Manager Help Centre

Welcome to iCareHealth's Business Manager, Online Help File.

The help file has been developed to support staff in using the software to its fullest potential by explaining step-by-step components and features in a clear and easy to follow structure.

To get started, simply type your search requirement in the search box above. You can also use the left navigation menu to select your area of interest.

Don’t forget you can now share items via email using the "email the help file" icon situated at the top right hand side of each page.

If you are using an older version of Business Manager (Care Manager 3). Then please follow this link to the Help Files