New Starters Part 2 – Live Rostering
Business Manager Learning Webinar
Please note the Trainer will mute your microphone when you enter
the Training Room
Duration: 1 hour
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Connect with iCareHealth:
The GoToMeeting Console
Slide away console
Microphone controls
Raise Hand/Lower Hand
Chat Window – Ask a question
for the Organiser/Trainer to see
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Select Telephone to be provided with
Dial In information
Agenda
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New Starters – Live RosteringTraining Topics
1
• Using the Visit Schedule
2
• Allocation of Visits
3
• Confirmation incl. Exceptions
4
• Setting Preferred Workers
5
• Amending Visits and Availability
6
• Using the Timeline Feature
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Learning Outcomes
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After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
After this session I will be able to…
 Use and filter the visit schedule
 View all available information inside a visit
 Quickly allocate visits to the best carers
 Confirm visits have happened
 Use exceptions where visits differ from the planned rota
 Set preferred workers to work with clients
 Apply amendments to visits and create ad hoc new ones
 Use the timeline feature for more visual rostering
www.icarehealth.co.uk
Thank you for your participation.
New Starters (part 2) – Business Manager Learning Webinar
Online Survey: https://www.surveymonkey.co.uk/r/N2MFMJW
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