The Settings page has a range of settings to customise your use of CareMaster.

The *Settings* page has a range of settings to customise your use of CareMaster.


 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51064420816/original/D9LmbCj8KJFXyc9Hh66dipJywV8s-b7Qkg.png?1659066864)

Most of your CareMaster settings can be found in the System Settings category.


System Settings

Client App Settings

Client Notifications

Integrations

Elmo

KeyPay

MYOB

Reckon

Xero

Worker App Settings

Worker Notifications

# System Settings

There are a large number of system settings within CareMaster that change how the program works. From the web portal, use the search bar or filter to search for a specific setting, or relevant keywords for any related settings. You may also want to use Ctrl + F to find a specific setting from the list below. Clicking on the green ? icon next to the setting name will give you more information on the setting. 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51020642864/original/lTOO5YVQDvGbaGJ_OfSUm4b45boawYrzJQ.png?1625451247)


You can also view more information on these system settings here: [What do the System Settings mean?](https://support.caremaster.com.au/articles/what-do-the-system-settings-mean-YOsJ6F1kDY)


# Client App Settings

This page will allow you to view and adjust a number of Client App Settings. For more information and explanation on these settings, go here: [What do the client app settings mean?](https://support.caremaster.com.au/articles/what-do-the-client-app-settings-mean-uEsurPrpy9)


# Client Notifications

If using SMS/Email alerts you can change the settings here regarding when the alerts are sent out and the templates that are sent to clients. This feature is free to use, with the exception of each SMS costing 15c. It may require additional configuration so contact our Customer Care team with any questions or clarifications required.


* **How many days before service to send a notification:** Enter in the number of days notice you would like the client to receive before a support.
* **Time to send day before service notification:** Enter the time of day you would like a client to receive the days before notification in 24hr time.
* **Hours before service to send day of service notification:** Enter in the number of hours notice you would like the client to receive for the day of support notification.
* **Do not send upcoming appointment notifications -** Tick if you do not want these to be sent.
* **Do not send appointment today notifications -** Tick if you do not want these to be sent.
* **Do not send appointment changed notifications-** Tick if you do not want these to be sent.
* **Client SMS Reply Number:** Use the field provided to enter in a Mobile number for clients to reply to SMS Notifications. If the SMS reply number is not entered; the number will default to an un-manned number and replies will not be recorded. 


 CareMaster also allows you to edit the notification templates that are sent out to clients.



# Integrations


## Dex

This setting page confirms your connection credentials and can update the template settings for Case ID Prefix, Client ID and Session ID Prefix.

## Elmo

This setting page holds a number of settings and sections relating to our Elmo export. For more information on these settings, go here: [Elmo Payroll Export](https://support.caremaster.com.au/articles/how-to-run-elmo-payroll-export-XQaIdRZ2lc?blk=true).


## KeyPay

This setting page holds a number of settings and sections relating to our KeyPay integration. For more information on these settings, go here: [KeyPay Payroll](https://support.caremaster.com.au/articles/how-to-run-keypay-payroll-export-kF40IlDr3Q?blk=true).


## MYOB

This setting page holds a number of settings and sections relating to our MYOB Export. For more information on these settings, go here: [Xero Payroll Setup](https://support.caremaster.com.au/articles/payroll-setup-jM0vRxRBFj) or [Xero Invoicing Setup](https://support.caremaster.com.au/articles/xero-invoicing-setup-5sRmk6rQUI).


## Reckon

This setting page holds a number of settings and sections relating to our Reckon IIF file generation. For more information on these settings, go here: [Reckon Payroll](https://support.caremaster.com.au/articles/how-to-run-reckon-payroll-export-C95SyJXmsc?blk=true) or [Reckon Invoicing](https://support.caremaster.com.au/articles/how-to-run-reckon-invoice-export-gnhsARL1ly?blk=true).


## Xero

This setting page holds a number of settings and sections relating to our Xero integration. For more information on these settings, go here: [Xero Payroll Setup](https://support.caremaster.com.au/articles/payroll-setup-jM0vRxRBFj) or [Xero Invoicing Setup](https://support.caremaster.com.au/articles/xero-invoicing-setup-5sRmk6rQUI).



# Worker App Settings

This page will allow you to view and adjust a large number of Worker App Settings. For more information and explanation on these settings, go here: [What do the worker app settings mean?](https://support.caremaster.com.au/articles/what-do-the-worker-app-settings-mean-BWeeKATkhW)


# Worker Notifications

If using SMS/Email alerts you can change the settings here regarding when the alerts are sent out and the templates that are sent to workers. This feature is free to use, with the exception of each SMS costing 20c. It may require additional configuration so contact our Customer Care team with any questions or clarifications required.


* **Day of Options:** Turn these notifications on or off via email or SMS.
* **Time after shift to auto clock off:** Do not send or choose 15, 30, 45 or 60 minutes after via email or SMS.
* **End of day options: Do not send or choose 15, 30, 45 or 60 minutes after** via email or SMS.
* **Day before options:**  Do not send or choose from 4:00, 4:30, 5:00 or 5:30 via email or SMS.
* **Worker SMS Reply Number:** Use the field provided to enter in a Mobile number for workers to reply to SMS Notifications. If the SMS reply number is not entered; the number will default to an un-manned number and replies will not be recorded.
* **Override worker broadcast method:** There is the option to individually set alert type notifications within a worker's record, but that can be overridden here if desired. This doesn't change the settings currently within the worker record, but overrules them.


* **Custom Incident Received** - will send a confirmation email or SMS to the person who submitted a new custom incident
* **Customer Incident in Progress** - will send a confirmation email or SMS to the person who submitted a new custom incident when the status of the incident changes to “In Progress”
* **Customer Incident Resolved** - will send a confirmation email or SMS to the person who submitted a new custom incident when the status of the incident changes to “Resolved”
   CareMaster also allows you to edit the notification templates that are sent out to workers.




Settings Overview User Guide

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

Caremaster Two-Factor Authentication (2FA)

Custom Incident Forms

Coordination of Support (Optional)

Advanced Rostering - SIL Houses (Optional)

Xero Integration, Payroll & Invoicing

MYOB Integration, Payroll & Invoicing

KeyPay Integration, Payroll

Reckon Integration, Payroll & Invoicing

Step 3: Financial Integration

Step 1: NDIS Service Import

Step 4: NDIS Export Process (Registered NDIS Providers)

Step 2: CareMaster Configuration & Rostering

Guided Onboarding

Error - Support start time must be before end time

Why are kilometers missing from a timesheet?

Why am I missing timesheets?

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

Why am I getting kicked out of CareMaster desktop?

Updating a shift to overnight/active overnight

Passwords reset and activation emails

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

CSRF token mismatch

How to Contact the Customer Care Team for Support

Top Troubleshooting FAQ's

Children's Services Award

CareMaster Awards

Worker Run Sheet Report

Dashboard Reports - Where do the target figures come from?

What do the property reports show?

What do the supports reports show?

What do the voucher reports show?

What do the account reports show?

Custom Reports for Participants and Staff/Volunteers

Reporting User Guide

Admin Reports

What do the Participant reports show?

Participant Reports

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

What do the Staff/Volunteer reports show?

Worker Summary Hours Report

Worker Reports

Reporting

CareMaster Data Export

How to Request CareMaster Training

How to request a CareMaster Software Update?

How to send emails from a different email address?

How to Clear Google Chrome Browser Cache?

Understanding CareMaster Licences

Feature Request Form Update

General

Alerts User Guide

How to hide certain alerts?

Alerts

NDIS Splitting Participant funding into different Budgets

Service Agreements

The Participant Profile User Guide

How to create a new participant or client

How to use case notes

How to Manage Participant Funding Limits

CHSP service List and Mandatory Reporting Required from 1 July 2025

How to check over reported DEX data? 

What is the CHSP reporting process?

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

CHSP Participant Guides

HCP Subsidy Increase 01.10.2025

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

User Guide: HCP Funded Participants Setup Guide

Understanding your HCP Statement

How can I add HCP leave for a client?

How to add an adjustment to a generated HCP statement?

How to email a HCP statement to a client?

How to regenerate a HCP statement after adjustments?

How to generate a HCP statement for a client?

HCP Participant Guides

How to Send SMS/Email Reminders to Clients?

How to change what shows on the Participant List page?

User Guide: Recording Medication Usage for Participants

User Guide: Bulk Assigning and Unassigning of Participants and Workers

How to create new Agencies

Participant/Client Leave Requests

Participants

Incidents User Guide

User Guide to Printing Incidents

Incidents

Properties User Guide

Properties

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

How to deactivate user accounts 

User Guide: Staff/Volunteers

How do I add a new Worker?

Changes to Worker's Emails and Password Reset

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

How to exit workers in CareMaster

How to Send SMS/Email Notifications to Workers?

How to Create Worker Timesheets

Working With Children Checks

What access does each user level have?

Staff/Volunteers

Home Page

Company Message Centre

Logging In

How To Reset A Password?

How to submit a feature request

Home

Using The Roster Optimiser - Single Support

Single Shift - Worker Optimiser

Locations & Destinations

Participant Data Setup

Checklist

Using The Roster Optimiser - Bulk Optimise

Worker Data Setup

Roster Optimiser

Roster Page User Guide

How to customise the Roster view

How to Email Rosters to Workers?

How to Email Rosters to Participant?

Service Organisation Roster view

Unassigned Supports - Coordinators and Vehicles rosters views

How to resolve email authentication errors when emailing?

Roster

Creating Supports for a different Time Zone

Creating Therapy Supports with 50% Travel change.

How do I Cancel a Support/Shift

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

Creating and editing a Recurring Booking

Grouped Supports

Transaction List Export

How to advertise / broadcast available shifts to workers?

NDIS Non Face to Face Supports

Support Display - App Data Tab

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

How to Use the Manage Button to Change Supports?

How To Limit Support Services to Approved Services Only

How to restore a deleted support?

How to Claim / Invoice Cancelled Services?

How do I bill for NDIS transport?

How to use 'Quick Save' on the Supports Page

How to create Service Organisations

Supports

Vehicles User Guide

Vehicles

Voucher User Guide

Voucher

Set up Cancel Codes

Data Overview User Guide

User Guide: Case Notes

User Guide: Location Data

How to add additional leave request types?

App Note case note category

Public Holidays

Staff Logs

Letters and Bulk Emails

Data

User Guide: Documents

Documents

News Items

CareMaster News

Security Logs

Service Importing - NDIS Price Guide update

Editing Service Organisation Details

Admin Overview User Guide

What do the access permission roles mean?

NDIS Claims uploads into CareMaster

Editing Company Details

DEX Integration

Elmo Integration - Unpublished

Reckon Integration - Unpublished

KeyPay Integration

Employment Hero 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?

What is a service statcode?

Statistics User Guide

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

Administration

User Guide: Client App - Participant & Family Guide

Client App

CareMaster Mobile Apps

CareMaster

Settings Overview User Guide

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