Thank you for joining us for the Participant Profile & Client App Webinar on 14.05.2025. 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.


Thank you for joining us for the **Participant Profile & Client App Webinar** on 14.05.2025. 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. 

In this session, we explored key features of the Participant Profile and Client App to support effective  participant management. The session included a detailed walkthrough of the Participant Profile, a demonstration on how to register participants to the Client App and guidance on navigating key sections within the app such as Supports, Funding and Documents. 

We also reviewed the Client App settings, including how to configure notification preferences for participants.

Please enjoy the recording, and feel free to reach out with any questions or feedback.


[Participant Profile & Client App Webinar 1280x720](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/7a70b873-daef-4e33-9c87-d5d8fb440174/576d44bf-972a-4bfd-9632-29cf3703bb68/Participant%20Profile%20%26%20Client%20App%20Webinar-20250514_004757-Meeting%20Recording_smaller.mp4?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32NVSVQDW%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T155346Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIE80k4lOmqLmpTwx4vBG9O9SdHWIjMOXt0V1tNh8Qp6HAiEAh0rMg7S%2Bu%2BAOE%2BurTilwW3TrVWfP%2Bs3bXU33ByG5Q68q5gUIjf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGGK95r%2Bg2DG3Yzfmiq6BWPn2qSeYTrWKLu6FgWpwgjYAIBz73VTXeQBLT6H4mo7lpNQMJ313cEEHniGllsqVTc3s4O4r%2BEVcwFxvPTZDm3R5%2FTpRH3hgrd0Pzf4YNk76yvJi8r4%2BLSzj4nf9g9OeQBTu%2FPsjWqfdPNGTbquj7X84G8W1xuSm1fZmW%2FjcM7SRG5gdXYCDv01nuJEtlAVFYr2GPdTd3nO1YIuySc5ZOZGo9FDIIVPm8r5zPX3ou9A7zdzEZ5j7lCHb%2BXlJCspERXZNw4JmgIo3zfST%2FBNd2BlNpTKuFV1pQ0p0YbjzRJtffOnY9%2FKjrTWsi9uw0d7X%2FGMwNWjGoyKXrXgG6VSjPer7UVQvD%2B3S0LhSi3wlAM17hxsp7Y78l2UOhIrnTA63Eu67CNkbt3Jrd7N8yXPHeYaSO2sNgtw6WWeM2qvnO5xhZu%2Fi7%2FkI3CI2e2qSgFgS5w482M69orwIP81WJjbiuSsN6%2FxGfWGwksvmPsuAbr8JBHLlJQ0LBrFoP%2BZj2nqoMeV2jgkgkKtGx9AG0433Jpv5Y8EbHYmXZcL04FtWA3TDeohxcoGEc5dSGlaUmYCoBMtVkNnpRxrV8ECFmfabykPRk8wibPKqqCrtUnPduTitH5glRqBEQEp0AppIbjrPc%2BX2DwczQ8cthohygcgnDuoEzc9NHN%2FfPIENoJkDdmwzC3FVEFA4kxY8cIIxvtSTJNOKJRD4nTFTSS26Qrm9rJJyLerfadnM%2BbwPpViy3StmniDZt5crnaD62SYoL6cUR%2FNGhmd%2FkxKdLBmtXu0KJtS4y%2BfOh3KP1XwDWnXB9RVQNqVHWuiWOQuCzsLCZO4mkjiuow9auQtbtpqCmcI5AlKj15ws4QVYH%2FBVOpMpRRCotxHuQX%2FJEPamv0J0im5Si8HyfSvHnSGlSx1xTRTN7Mjj2%2Fy9HNSQB0eML3P%2BM4GOpABa%2FqevQ7V0caqVHKGXI1PueK6U%2F%2B71bcZ41W7jJn%2B0dcTOdEjEoFkKLDfJ5IDjlnIsZbANgFynsuFwR9FFzrsUWlE7ZYv8Mmx%2BKXXUbOREHKbrQV601EOS5vfDyezvNmR5kWOtO4mXpc%2F%2Bffe%2FPszgCdbvBStwZ7V%2FVm0aKhhXXGSEaAmgoi0k7ezvqrsbGEm&X-Amz-Signature=b62e68c979dd58756474d179ecc4bca99750240c2b1b4894a314429ff6a479bf&X-Amz-SignedHeaders=host&response-content-disposition=attachment)


Below you can find the link to the questions and answers that were asked during and after during the webinar.

[CareMaster Webinar Q&A - May 2025.pdf 92151](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/cb9b6df4-c86b-4c5b-82d9-150a526719e9/00d8b123-1d52-4965-83e1-7619c6b17c4a/CareMaster%20Webinar%20Q%26A%20-%20May%202025.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL32NVSVQDW%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T155346Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIE80k4lOmqLmpTwx4vBG9O9SdHWIjMOXt0V1tNh8Qp6HAiEAh0rMg7S%2Bu%2BAOE%2BurTilwW3TrVWfP%2Bs3bXU33ByG5Q68q5gUIjf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGGK95r%2Bg2DG3Yzfmiq6BWPn2qSeYTrWKLu6FgWpwgjYAIBz73VTXeQBLT6H4mo7lpNQMJ313cEEHniGllsqVTc3s4O4r%2BEVcwFxvPTZDm3R5%2FTpRH3hgrd0Pzf4YNk76yvJi8r4%2BLSzj4nf9g9OeQBTu%2FPsjWqfdPNGTbquj7X84G8W1xuSm1fZmW%2FjcM7SRG5gdXYCDv01nuJEtlAVFYr2GPdTd3nO1YIuySc5ZOZGo9FDIIVPm8r5zPX3ou9A7zdzEZ5j7lCHb%2BXlJCspERXZNw4JmgIo3zfST%2FBNd2BlNpTKuFV1pQ0p0YbjzRJtffOnY9%2FKjrTWsi9uw0d7X%2FGMwNWjGoyKXrXgG6VSjPer7UVQvD%2B3S0LhSi3wlAM17hxsp7Y78l2UOhIrnTA63Eu67CNkbt3Jrd7N8yXPHeYaSO2sNgtw6WWeM2qvnO5xhZu%2Fi7%2FkI3CI2e2qSgFgS5w482M69orwIP81WJjbiuSsN6%2FxGfWGwksvmPsuAbr8JBHLlJQ0LBrFoP%2BZj2nqoMeV2jgkgkKtGx9AG0433Jpv5Y8EbHYmXZcL04FtWA3TDeohxcoGEc5dSGlaUmYCoBMtVkNnpRxrV8ECFmfabykPRk8wibPKqqCrtUnPduTitH5glRqBEQEp0AppIbjrPc%2BX2DwczQ8cthohygcgnDuoEzc9NHN%2FfPIENoJkDdmwzC3FVEFA4kxY8cIIxvtSTJNOKJRD4nTFTSS26Qrm9rJJyLerfadnM%2BbwPpViy3StmniDZt5crnaD62SYoL6cUR%2FNGhmd%2FkxKdLBmtXu0KJtS4y%2BfOh3KP1XwDWnXB9RVQNqVHWuiWOQuCzsLCZO4mkjiuow9auQtbtpqCmcI5AlKj15ws4QVYH%2FBVOpMpRRCotxHuQX%2FJEPamv0J0im5Si8HyfSvHnSGlSx1xTRTN7Mjj2%2Fy9HNSQB0eML3P%2BM4GOpABa%2FqevQ7V0caqVHKGXI1PueK6U%2F%2B71bcZ41W7jJn%2B0dcTOdEjEoFkKLDfJ5IDjlnIsZbANgFynsuFwR9FFzrsUWlE7ZYv8Mmx%2BKXXUbOREHKbrQV601EOS5vfDyezvNmR5kWOtO4mXpc%2F%2Bffe%2FPszgCdbvBStwZ7V%2FVm0aKhhXXGSEaAmgoi0k7ezvqrsbGEm&X-Amz-Signature=0973620af822c0c36847d0459f46ea571ca064b4cad0d6f9d5d69f5308bcfd0d&X-Amz-SignedHeaders=host&response-content-disposition=attachment)




Participant Profile & Client App - May 2025

Comprehensive Guide to Managing Recurring and Group Supports - Jan 2025

SIL Houses: Setup and Configuration - Dec 2024

Participant Service Agreements - October 2025

Advanced Reporting of Transactions, Workers & Participants  - August 2025

Onboarding Workers and Simplified Data Entry - July 2025

NDIS Export, Invoicing and Claims Upload process - June 2025

The Roster Optimiser - 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 Changes - October 2025

Support At Home - Upcoming HCP Changes - May 2025

Sleepover and Active Overnight Supports within CareMaster - Nov 2024

CareMaster - Webinar Recordings

User Guide: Client App - Participant & Family Guide

User Guide: Client App - Provider Guide

Client App

What is my app PIN?

User Guide: Worker App Guide for Workers

Case Notes within the App

How to Clear App Cache & Data for Android?

User Guide: Worker App Guide for Admins

Why can I not see Participant documents on the Worker App?

Worker App

CareMaster Mobile Apps

CareMaster Data Export

How to Request CareMaster Training

How to send emails from a different email address?

How to request a CareMaster Software Update?

Understanding CareMaster Licences

How to Clear Google Chrome Browser Cache?

Feature Request Form Update

General

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

Step 1: NDIS Service Import

Step 2: CareMaster Configuration & Rostering

Xero Integration, Payroll & Invoicing

MYOB Integration, Payroll & Invoicing

KeyPay Integration, Payroll

Reckon Integration, Payroll & Invoicing

Step 3: Financial Integration

Step 4: NDIS Export Process (Registered NDIS Providers)

Advanced Rostering - SIL Houses (Optional)

Coordination of Support (Optional)

Guided Onboarding

Passwords reset and activation emails

Error - Support start time must be before end time

Updating a shift to overnight/active overnight

Why am I missing timesheets?

Why am I getting kicked out of CareMaster desktop?

Why are kilometers missing from a timesheet?

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

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

CSRF token mismatch

How to Contact the Customer Care Team for Support

Top Troubleshooting FAQ's

Company Message Centre

How to submit a feature request

Home Page

Logging In

How To Reset A Password?

Home

How to hide certain alerts?

Alerts User Guide

Alerts

User Guide: Bulk Assigning and Unassigning of Participants and Workers

How to check over reported DEX data? 

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

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

NDIS Splitting Participant funding into different Budgets

User Guide: Recording Medication Usage for Participants

How to change what shows on the Participant List page?

Participant/Client Leave Requests

How to Send SMS/Email Reminders to Clients?

The Participant Profile User Guide

How to Manage Participant Funding Limits

Service Agreements

How to email a HCP statement to a client?

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

How to generate a HCP statement for a client?

How to regenerate a HCP statement after adjustments?

How to add an adjustment to a generated HCP statement?

Understanding your HCP Statement

HCP Subsidy Increase 01.10.2025

How can I add HCP leave for a client?

User Guide: HCP Funded Participants Setup Guide

HCP Participant Guides

How to create a new participant or client

How to use case notes

Participants

Service Organisation Roster view

How to Email Rosters to Participant?

How to Email Rosters to Workers?

Unassigned Supports - Coordinators and Vehicles rosters views

How to customise the Roster view

Roster Page User Guide

Using The Roster Optimiser - Single Support

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Locations & Destinations

Worker Data Setup

Checklist

Roster Optimiser

How to resolve email authentication errors when emailing?

Roster

Changes to Worker's Emails and Password Reset

How to Create Worker Timesheets

What access does each user level have?

Working With Children Checks

How to Send SMS/Email Notifications to Workers?

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

Staff/Volunteers

How do I Cancel a Support/Shift

How to create Service Organisations

How do I bill for NDIS transport?

How To Limit Support Services to Approved Services Only

Creating Supports for a different Time Zone

How to restore a deleted support?

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

Creating and editing a Recurring Booking

How to Use the Manage Button to Change Supports?

How to Claim / Invoice Cancelled Services?

Grouped Supports

How to use 'Quick Save' on the Supports Page

Creating Therapy Supports with 50% Travel change.

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

Supports

Create SaH Supports including Wraparounds & Transport

Support at Home – Release Update 30th October

Participant Statements to be ready by end of February

Support At Home - Implementation Updates

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

Support At Home (Aged Care)

Vehicles User Guide

Vehicles

Properties User Guide

Properties

Worker Summary Hours Report

What do the Staff/Volunteer reports show?

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

Worker Reports

What do the Participant reports show?

Participant Reports

What do the account reports show?

What do the voucher reports show?

What do the property reports show?

Worker Run Sheet Report

Reporting User Guide

Custom Reports for Participants and Staff/Volunteers

What do the supports reports show?

Dashboard Reports - Where do the target figures come from?

Admin Reports

Reporting

User Guide: Documents

Documents

Custom Incident Forms

Incidents User Guide

User Guide to Printing Incidents

Incidents

News Items

CareMaster News

Voucher User Guide

Voucher

How to hide unpublished rosters using Confirmed status

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

Participant Profile & Client App - May 2025

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Participant Profile & Client App - May 2025

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