Client v4.6.7 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …
Category: Client
Uncovered Requirements v4.6.5
Webroster Help – Uncovered Requirements Shows the requirements that require Staff to be assigned. Click on a Client name in the list to select that uncovered requirement. Date From – Enter the start date for the search by entering the date. Read More …
Client v4.6.5
Client v4.6.5 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …
Client 4.6.3
Client v4.6.3 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …
Webroster Glossary
Webroster Glossary Helpful A-Z glossary listing key Webroster.net terms and their definition. Aborted Visits – Settings for aborted visit reasons Access Periods – A means to restrict the times and days of access for Webroster.net Users. Agency Worker Regulations – Used to administer Read More …
Service Plans v4.6.2
The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …
Client v4.6.2
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …
Client v4.5.5
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …
Daily V4.4.0
The top level Daily icon gives you the ability to view daily availability, bookings (with travel time if applied) and staff breaks. It also gives you the ability to book uncovered requirements, amend staff availability and amend a booking. You Read More …
Booking Enquiries V4.4.0
Booking Enquiries v4.4.0 The Booking Enquiries facility is a means for the Webroster User to ask one or more Staff members if they would like to cover a Client requirement. The chosen staff are each sent an email inviting them Read More …
Client Group v4.2.0
Client Group A Client Group is a group of clients who may live in the same area and therefore staff member(s) can be allocated to a group for a set period in which case they would visit the group of Read More …
How to use…… Add a client v4.1
Add a client with a couple of extras and features For more information please click here Read More …
Client Portal v4.1.0
Introduction There is a new format Client Portal. This Portal is an edited version of the standard Webroster.net screen used by the office staff. The Client can only see their own information and data relevant to them, for example their Read More …
Client v4.1.0
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …
Service Plans v4.1.0
The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …
Timesheets v4.1.0
Timesheets within Webroster record information for invoicing and payroll purposes. When Client requirements are placed on the roster and Staff are booked to them timesheets are generated to record what happened. Timesheets can also be manually created, for example to Read More …
unverified Timesheets v4.1.0
Unverified Timesheets List Unverified Timesheets are timesheets that have not been approved (verified) for invoice and payroll. Timesheets need to be verified for them to be made available for invoicing and payroll accordingly. Go to Global and go to the Unverified Timesheets section to Read More …
Client Portal v4
Introduction There is a new format Client Portal. This Portal is an edited version of the standard Webroster.net screen used by the office staff. The Client can only see their own information and data relevant to them, for example their Read More …
Client Manual v4
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …
Using Areas as different Business Types
One requirement of Webroster.net could be the need to hold different types of business under the same database. We have a suggested set up for many companies who branch into different sectors. For example, a healthcare company may start a Read More …
Service Plans
The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …
Cancellations
Cancellations The cancellation functionality allows you to reduce the amount of staff on a requirement in order to charge/pay a percentage of the full amount depending on how near to the booking time the cancellation was made. Note that only the Read More …
Outcomes
Introduction Outcomes within Webroster.net is functionality to measure the completion of tasks to a predefined level in order to achieve a desired outcome. Reablement, for example, is a set of outcomes specified by Local Authorities in order to provide a Read More …
Extras
Extras are items of information that can be included in Client, Staff and booking records. They can be used to record qualifications or next of kin details for example. Extras can also be set as mandatory so that they must Read More …
Timesheets
Timesheets within Webroster record information for invoicing and payroll purposes. When Client requirements are placed on the roster and Staff are booked to them timesheets are generated to record what happened. Timesheets can also be manually created, for example to Read More …