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Thank you for joining us for the Advanced Reporting of Transactions, Workers & Participants webinar on 27.08.2025. We appreciate your participation and hope you found the session insightful and valuable. Please enjoy the recording, and feel free to reach out with any questions or feedback.

Thank you for joining us for the **Advanced Reporting of Transactions, Workers & Participants webinar** on 27.08.2025. We appreciate your participation and hope you found the session insightful and valuable. Please enjoy the recording, and feel free to reach out with any questions or feedback.

[Advanced Reporting of Transactions, Worker & Participant Data 1920x1080](https://support.caremaster.com.au/api/attachments.redirect?id=05e8bc9c-afd0-4ec6-9cf5-e24bda2edc10)




Advanced Reporting of Transactions, Workers & Participants  - August 2025

How to Update the NDIS Prices after a New Price Guide - June 2026

Participant Service Agreements - October 2025

Onboarding Workers and Simplified Data Entry - July 2025

NDIS Export, Invoicing and Claims Upload process - June 2025

The Roster Optimiser - May 2025

Participant Profile & Client App - May 2025

 Staff Access and Permissions - April 2025

 An Admin overview of the Worker App inc. Settings - March 2025

Xero Pay run Process, Including Settings - Feb 2025

Support At Home - Upcoming HCP Changes - May 2025

Support At Home Changes - October 2025

CareMaster Refresh Overview - May 2026

Sleepover and Active Overnight Supports within CareMaster - Nov 2024

SIL Houses: Setup and Configuration - Dec 2024

Comprehensive Guide to Managing Recurring and Group Supports - Jan 2025

CareMaster - Webinar Recordings

How to Contact the Customer Care Team for Support

Updating a shift to overnight/active overnight

How to stop a service showing on the roster or being included in roster emailed to the participant.

Passwords reset and activation emails

Why am I getting kicked out of CareMaster desktop?

Why does the support on the Worker app not allow me to add kilometers?

Why am I missing timesheets?

Why are kilometers missing from a timesheet?

Error - Support start time must be before end time

CSRF token mismatch

Top Troubleshooting FAQ's

Home Page

Logging In

How To Reset A Password?

Company Message Centre

Home

How to hide certain alerts?

Alerts User Guide

Alerts

How to Manage Participant Funding Limits

Service Agreements

User Guide: HCP Funded Participants Setup Guide

How to generate a HCP statement for a client?

How to regenerate a HCP statement after adjustments?

How to email a HCP statement to a client?

How to add an adjustment to a generated HCP statement?

How can I add HCP leave for a client?

Understanding your HCP Statement

Adding HCP Km's to a Support and a HCP Statement

HCP Subsidy Increase 01.10.2025

HCP Participant Guides

How to create a new participant or client

How to use case notes

How to change what shows on the Participant List page?

User Guide: Bulk Assigning and Unassigning of Participants and Workers

User Guide: Recording Medication Usage for Participants

How to Send SMS/Email Reminders to Clients?

How to create a new client record from a My Aged Care client record snapshot?

How to check over reported DEX data? 

What is the CHSP reporting process?

CHSP service List and Mandatory Reporting Required from 1 July 2025

CHSP Participant Guides

How to create new Agencies

Participant/Client Leave Requests

NDIS Splitting Participant funding into different Budgets

Participants

Roster Page User Guide

Locations & Destinations

Worker Data Setup

Checklist

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Using The Roster Optimiser - Single Support

Roster Optimiser Readiness Report

Roster Optimiser

How to resolve email authentication errors when emailing?

How to Email Rosters to Workers?

How to Email Rosters to Participant?

How to customise the Roster view

Unassigned Supports - Coordinators and Vehicles rosters views

Service Organisation Roster view

Roster

How to deactivate user accounts 

User Guide: Staff/Volunteers

How do I add a new Worker?

How to change what shows on the Staff/Volunteers List page?

How to exit workers in CareMaster

What access does each user level have?

Working With Children Checks

How to Create Worker Timesheets

Changes to Worker's Emails and Password Reset

How to Send SMS/Email Notifications to Workers?

Staff/Volunteers

Supports Menu User Guide

User Guide: How to create supports

User Guide: Provider Travel and Transport - Rostering Scenario Guide

User Guide: Supported Independent Living (SIL) Setup, Rostering and Claiming process

User Guide: Short Term Accommodation (STA) Setup, Rostering and Claiming process

Transaction List Export

How to advertise / broadcast available shifts to workers?

NDIS Non Face to Face Supports

Support Display - App Data Tab

Managing and Verifying Supports in CareMaster

How do I bill for NDIS transport?

How to Claim / Invoice Cancelled Services?

How To Limit Support Services to Approved Services Only

How to Use the Manage Button to Change Supports?

Grouped Supports

How to restore a deleted support?

How to use 'Quick Save' on the Supports Page

How to create Provider Travel supports to invoice participants and generate worker timesheets.

Creating and editing a Recurring Booking

How to create Service Organisations

Creating Therapy Supports with 50% Travel change.

Creating Supports for a different Time Zone

Supports

Support at Home – Release Update 30th October

Participant Statements to be ready by end of February

Support at Home Budget Balance Improvements: What’s Changed and Why (July 2026)

Support At Home - Implementation Updates - Live

Actions for CareMaster Aged-Care Providers Transitioning from Home Care Packages (HCP) to Support at Home (SaH)

Connect to PRODA and Register / Activate your Device

Syncing Services and Service Organisations

Creating additional Service Organisations & Services for SaH

Sync your Participants

Review the Participants Budget Dashboard

Understanding Programs, Budget Items & Funding Sources

Bulk Exporting for Services Australia for Invoicing & Claiming

Payment Statement Upload / Reconciliation

Upload the Claims file back into CareMaster

SAH Participant Statements

Invoicing for Xero, MYOB & Export Reports

Re-Activate your Device - Expires every 6 months

Create SaH Supports including Wraparounds & Transport

Support At Home (Aged Care)

Vehicles User Guide

Vehicles

Properties User Guide

Properties

What do the Participant reports show?

Participant Reports

What do the Staff/Volunteer reports show?

How do I change the fields on the worker list report?

Worker Summary Hours Report

Worker Reports

Custom Reports for Participants and Staff/Volunteers

What do the supports reports show?

Dashboard Reports - Where do the target figures come from?

Reporting User Guide

What do the account reports show?

What do the voucher reports show?

What do the property reports show?

Worker Run Sheet Report

Admin Reports

Reporting

User Guide: Documents

Documents

Custom Incident Forms

User Guide to Printing Incidents

Incidents User Guide

Incidents

News Items

CareMaster News

Voucher User Guide

Voucher

Settings Overview User Guide

What do the System Settings mean?

What do the worker app settings mean?

What do the client app settings mean?

How to hide unpublished rosters using Confirmed status

User Guide: How to Automatically provide workers access to clients for scheduled supports

Settings

What do the Access Permission roles mean?

Child Services Award increase 01.03.2026

Aged Care and Child Services Award Rate Increase 01.01.2025

Aged Care Award Rate Increase 01.10.2025

SCHADS Award Rate Increase 01.07.2025

Award Updates - SCHADS and Child Services

Editing Company Details

DEX Integration

Employment Hero Integration

KeyPay Integration

MYOB Integration

Xero Integration

How To Invoice Clients/Participants Manually?

External API Integration

Integrations

How to Export a NDIS Bulk Payment CSV for PRODA upload?

NDIS Export, Invoicing and Claims Upload process

How to Update the NDIS Prices after a New Price Guide?

User Guide: NDIS Service Import

How to update a Service item's price?

NDIS Claims uploads into CareMaster

What is a service statcode?

Editing Service Organisation Details

Statistics User Guide

Admin Overview User Guide

Service Importing - NDIS Price Guide update

Adding Individual line items into a Service Organisation

Administration

Advanced Reporting of Transactions, Workers & Participants - August 2025

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Advanced Reporting of Transactions, Workers & Participants - August 2025

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