Guidelines and tips for managing visits on Mycare. Step-by-step into approving and queryvisits on the Mycare platform.
When are Visit Approved?
Workers will need to submit after every visit. Visits need to be approved by midnight Monday to be included in that week's pay run. There are two types of approval processes you can fall into.
- 24-hour Auto Approval -Triggered when no changes are made to the visit time or expenses.
- Manual Approval - Changes made to time or expenses that are more than originally booked or if you have allowed your worker to book you will always need to manually approve.
How to manually approve a visit?
- Visits that require approval will show on your dashboard or in the visits tab in the week of the visit. They will show up yellow and say TO APPROVE.
- A second pop-up will appear, make sure to review that the times are correct then select Approve again.
Querying Visits
In the situation when your worker has submitted but you do not agree with the visit times. You can select query. The worker can then change the times to be resubmitted or cancel the visit.
For disagreements on submitted visits, we first recommend having good communication between yourself and the worker. Talk about that visit in person or over the phone, to ensure there was no misunderstanding.
For Continued disagreements contact the Mycare team at hello@mycare.co.nz.
Best Practice for Booking, Cancelling or Rescheduling Visits
Here at Mycare we highly encourage good communication. Ensure you are clear with your workers about any changes to their visits, give an appropriate amount of notice for cancellations, and be clear on rescheduled times.
Remember workers may have other jobs, families and arranged activities so be mindful of their other commitments when it comes to re-scheduling/cancelling visits.