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Provider Administrator Menu & Features on CareApp

Learn how to navigate the Provider Administrator side-bar for easy management and access to provider tools and resources.

Written by Georgia Radcliffe

Updated at September 26th, 2024

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Provider Administrators are the VIPs when it comes to CareApp in your organisation.

They sit above their “Sites” at a Provider level with an overview of all that happens within CareApp.


Provider Administrators have access to additional features in the Administration menu to assist in managing their users and for community engagement.

Go To Site

Provider Administrators can access their Sites via the “Go to Site” tab.

Viewing the Site will give you the full feed of posts for that Site, Customers, Notices, Members & Insights and the ability to create posts for Customer profiles via the +New menu.

Insights

When you first log into CareApp as a Provider Administrator you will land on the Insights tab.

The Insights tab allows you to see an aggregated overview of all activities within your organisation as well as a breakdown of all posts & engagement for Customers, Staff activity, Answers to Questions, and Feedback.

Click here to see more on the insights tab

Customers

The Customers tab allows you to see a list of all Customer Profiles within your Provider.

Easily view when a Customer last had a post and which site they belong to. Click on any profile to view it. Create a new profile for any site by clicking “New Customer”.


 Notices

The Notice tab will show you all Notices created within your Provider. Simply scroll to view any Notice or attachments or create a Notice by clicking “New Notice” for one or multiple of your sites.

Members

The Members tab allows you to manage all members across your Provider.

Members include all Staff, Family and Customers who have been invited and have created a login account.

Invite new Members to one or multiple sites by clicking “Invite Staff”.

Members in the “Active” tab are live and can log in and view the content on Customer profiles they are connected to.

Members in the “Inactive” tab cannot log and view content. They have been set to Inactive in their account settings - you can manage this in the account settings.

Manage your mmembers by clicking onto them via the Members tab. Manage the sites they are connected to in their settings. If they are not connected to any site they will appear in the “Inactive” tab.

Click “Add to Sites” to add a member to another site within your Provider, click the bin to remove them, or click the pen to edit their role.


Data Export

The Data Export tab allows you to export CSV reports on the activity within your Provider.

Simply select a Date range, Statistics type, and the sites you like to include in the export - Click “Export” to download your CSV.

Click here for more info on Data Export.

+New Button

The +New button in the Administration menu will allow you to create “For your Site” posts for one or multiple Sites at a time. This includes Notices and Question posts.

Notices: Easily Post Organisational Information. Share news, events and information across your sites with centralised notice creation for easy, beautiful and targeted communications.

Questions: Quickly Learn More by Asking Questions. Ask and manage questions from multiple sites with results all in one place.


Help and Support

We’re here to help! Drop us a line anytime at hello@careapp.com.au or chat at help.careapp.com.au for support.
 

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