The Lookout Way Support 2024

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The Lookout Way Support 2024

The Lookout Manual

The Lookout Manual

Everything you need to know to get started with Lookout

Glossary of Terms

Login management

Resetting a User Password

Resending Invitation to Users

Quick Start Guide for Care Managers

Quick Start Guide for Rostering Staff

Public holidays

Worker leave

Tickets

Tickets

Creating Ticket Templates and Categories

Ticket Template Examples

Members: Creating and Managing Clients

Overview - Managing Members (Clients)

Signing Up New Clients (Members)

Editing/Deleting/Archiving Members

Managing Visits (Rostering)

Setting Matching Requirements for a Member

Rostering Should Knows

The Help Plan

Managing multiple funding schemes

Survey Management

Referrals

Member leave

See more

The Member's Notebook

The Notebook & Notes

The Shared Notebook

Managing Progress Notes with Tickets

Shared Check-out Notes

Remote Care Monitoring Technology

Remote Care Monitoring - Observations

Creating and Managing Helpers (Care/Support Workers)

Managing the Helper Community via the Dashboard

Configuring a Helper (Support Worker)

Adding and updating regular hours for a worker

Setting availability in the Lookout support worker app as a contractor

Enforcing Care Worker Compliance Using Verification Functionality

Managing Care Worker Verification

Helper recommendations?

Contracts and Pricing

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Rostering

Rostering and the schedule view in Lookout

Managing Vacant Visits

Shifts, Breaks, and Awards

Cancelling a Visit

Group visits

See more

Reporting

NDIS Bulk Payment

Data exporter

Finance

Overview - Billing and Finance

Importing invoices into Xero

Adjustments to a closed billing run period

Accounts, transactions and statements changes

Keeping Track of Member's Funds

Rates & Products

Purchase Orders and Third Party Invoices

Invoices and Credit Notes

Statements and Invoicing

Taxes

Uploading the Lookout Payroll Report

Punchcards

Importing Account Transactions as CSV

Billing runs

See more

Settings

Cohorts

Using Access roles in Lookout

Managing Communities

Using Location Data (Geotagging) in Lookout

Matching Preferences

Requisites, Verifications & File Types

Setting up two-factor authentication

Setting up membership plans in Lookout

Creating and managing Admin Staff Members

Updating Visit Rates

Setting up Services in Lookout

See more

Settings - Early access features

Slide out visit information sidebar on roster

Drag and drop to edit visits

Drag and drop vacant visits on the schedule

Confirm drag and drop changes

Re-calculate visit travel

See more

The Lookout App for Helpers & Members/Families

The Lookout App - Care Worker (Helper) Access

The Lookout App - Member Access

Viewing the Help Plan in App - Care Worker & Member

Survey Access by Survey Recipient

Notification Types

See more

Self-management

Lookout self-managed feature overview

Provider Travel and Client Transport

Provider Travel and Client Transport in Lookout

Managing Travel and Transport rates in Lookout

Veterans Home Care (VHC)

Veterans' Home Care (VHC) bulk claim

Adding and updating a VHC Service Plan

Department of Veterans’ Affairs (DVA) Community Nursing

Adding and updating a DVA Referral

Department of Veterans’ Affairs (DVA) Community Nursing

Support

Submit a bug