Managing your visits and clients

Your clients will book your visits through Mycare, assign activities for the day and leave any notes with the required information.

Submitting Visits

After you have completed your visit your first step is to submit. At this point, you can edit times, mileage, or expenses if there are any.

1. You can submit your visit from the dashboard or the visits tab
2. Select the drop-down arrow on the visit to view
3. Make sure to add any mileage, or expenses or edit the time if needed.
4. Select Submit
5. Option to add a note or incident (only add if needed) this will notify the care organiser and Mycare.
6. Finish Submission

Client Approval

If you have submitted the visit with no changes your visit will be auto-approved in 24 hours. If there have been changes your client will have to manually approve to make sure these are correct. Once they have done this then it will be added to the upcoming payroll list.

Queried Visits

Clients can query visits they do not believe are correct, they will leave a note for you as to why they disagree. You can either edit the changes made, cancel the visit, or resubmit with your note as to why you have made the changes.

For disagreements on submitted visits, we first recommend having good communication between yourself and the client. 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.

Cancelling or Rescheduling Visits

Here at Mycare we highly encourage good communication. Ensure you are clear with your client about any changes to visits, give an appropriate amount of notice for cancellations, and be clear on rescheduled times.

Remember clients are often relying on your support, they may need time to find other carers while you are away. So be mindful when it comes to rescheduling/cancelling visits.

Payment

Mycare processes payments once a week – any visits that have been approved by midnight Monday will be included in that pay run. For best practice submit your visits before midnight Sunday, this ensures that they will be included.

Make sure your correct bank account and IRD numbers have been uploaded.