A visit represents a single instance of care delivered under an approved booking.
Accessing Visits
To manage all visits, access 'Visits' via the left-hand menu. The view defaults to 'All Visits' for the current week, but you can change it using the date picker.
Use the filters at the top of your screen to filter by date range, worker or visit status.
Clicking on a visit allows you access to full visit details (travel, expenses, history, activities, notes, incidents).
How to edit, cancel or reschedule visits?
Before a visit starts, you may edit any details, reschedule the time, or even cancel the visit. This may be done from the list view or the visit detail, both shown below.
Once the visit start time has passed, no further edits or cancellations can be made. If late changes are needed, the worker can edit or cancel them when submitting their visit for approval, or you may contact the Customer Team for assistance.
For clarification: -
- Bookings define when care is scheduled
- Visits record what actually took place
- Payments are based on approved visits
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 appropriate notice for cancellations, and be clear about rescheduled times.
Remember, workers may have other jobs, families, and scheduled activities, so be mindful of their other commitments when rescheduling or cancelling visits.
Approving Visits
Auto Approval: Visits submitted by a worker that match the original booking are automatically approved after 24 hours. During these 24 hours, you are free to review and press 'Query' if you don't agree that the visit took place as booked.
Manual Approval: Any visits booked by a worker or submitted for an amount higher than originally booked will fall under 'Manual Approval' and must be approved by you before they are paid. You will be notified of these via a banner on your Dashboard. Please approve by Monday midnight so your worker is paid promptly.
Once a visit is approved, no further edits are allowed except for notes, incidents, or activity updates. If you believe a visit was approved incorrectly, please contact the Mycare Customer team as soon as possible to resolve the issue.
Invoices: Once a visit is approved, you can access two invoices. The platform fee invoice (from Mycare) and a visit invoice (generated by Mycare on behalf of the worker). These may be helpful if you are claiming insurance or funding that requires invoices.
