Places – Opens the Browse Places window. This is where you can view, insert or delete destinations.

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Places – Opens the Browse Places window. This is where you can view, insert or delete destinations.
Locations – Opens the Browse Suburbs/Towns window. This is where you can view, insert or delete suburbs/towns and specify LGAs. You can also edit the Locations list in TMA Central.
Lists – Contains a lot of setting regardings Trips usage and data. Contact TMA Support for advice on 02 4023 4822 if needed.

* Bus Codes: Create and edit bus codes here
* Crew: Another way of getting to the crew page
* Crew Training Topics: Set Crew training topics here
* Crew Notification Settings: Change notification settings for crew members and other settings regarding crew qualifications
* Destinations: Create and Browse through destinations
* Funding Types: Set funding codes within here, and link them to TMA Central. Please call TMA Software for assistance before making any changes here
* Locations: Add or edit suburbs and postcodes
* Payers: Add and edit your payers
* Vehicles: Add and edit the details for all of your vehicles here
* Agencies: Add agencies here to assign to clients if you wish.
* Blockouts: Create organisation wide blockouts here. If a trip or booking is scheduled to happen during the blockout period, an alert will appear for the person creating the service event.
* Email SendLog: shows a log of emails sent from Trips.
* Cancelled Codes: Create and/or edit Cancellation codes to enter when a trip is cancelled. We strongly advise to not mark a Code as a DADHC cancellation code unless advised otherwise, or to edit any codes that are already DADHC ticked.
* Unmet Codes: Create and edit unmet codes, and choose if they are made visible to OBV units.
* Carriers: If your organisation uses carriers, create and edit them here
* Client Class: Create and edit client classifications here, if you wish for Vehicle information to be visible in their record then enter in
* Crew Type: Edit or create crew types here to categorise the kinds of crew you have in Trips. Mark crew types as a volunteer for vehicle information to be visible within their crew record.
* Mode: View vehicle modes here.
* Profile: Clients can be given a profile to better categorize them.
* Rating: Set definitions for client support ratings, which indicate the level of dependency a client has.
* Comment Presets: You can create comment presets if you wish to save time if you often send the same comments.
* Treatments: Set the types of treatments a patient could receive.

Report Libraries – Opens up the Report Launcher when you click on the Icon where you can run a number of reports, or opens the Active Client options feature when you click on the text instead.


Active Clients


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1. Make Active Clients File – Opens the Client Using Service in Period Extract window. Fill in the form to generate the Active Clients File.
2. Active Clients Report – Active Clients Report will generate a Print Preview of the report which can then be printed.
   OR
3. Active Clients Spreadsheet – Active Clients Spreadsheet will generate a file called ActiveCients.csv in your My Documents folder by default. This file can be opened by Excel.


**Report Launcher**

Select the required report categories on the left-hand side, then your required report from the right hand side and follow the prompts to generate the report.


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**Favourites** – Opens up a list of reports that have been selected as favourites. To favourite a report, click on the star icon beside the report name.
**All** – Opens up a list of all reports available in the report libraries.

There are a large number of reports available to use - [this page](https://support.caremaster.com.au/articles/trips-reports-ekF4D9Nhf2) contains a list of them


**MDS and ICTDS -> MDS and ICTDS Reports** - Opens the Select Report window listing MDS and ICTDS centric reports. Left Click on the desired report and Left click the desired report. Follow the prompts to generate the report. If you wish to run a report for government funding, then you will need to do this through TMA. Reports generated using this menu function are not of the correct format and are only suitable for information purposes.
**MDS ICTDS-> Transfer service events to TMA Central** - Opens the Set Funding Export Dates window which allows you to select which quarter of information to send to TMA Central. This step must be completed before submitting your MDS/ICTDS in TMA Central.
**Export Data to CSV** -> Clients, Crew, Crew Event, Buses, Destinations, Journeys, Trips and Vehicles- This will export all of the information in the selected table to a csv (open with Excel) file in your My Documents folder. For example, selecting Clients will export all of the client information to your My Documents folder in a file called Clients.csv.
**Export Data to CSV** -> Designer Export- This will open the Trips Data Export Window. This window allows you to select which specific information you would like to export from the Trips database. (For advanced users)
**HRT Export** – Opens the HRT Export settings window. Only used for Health Related Transport statistics for Greater Southern Area Health
**Service in NSW**
**NDIS Export** – Opens the NDIS Export settings window. Specify a date range and service details, then hit OK.
**Import/Merge Trips Data** – This feature allows for a Trips database to be imported into another Trips database. Note: Do not use without instruction or guidance from TMA Software.

Data Tab

How to bulk manage Trips?

Guide to running TfNSW export from Trips

FAQs

Clients

Main Tab

Main Menu Breakdown

Control Settings

Bookings

New Journeys

Vouchers

Places

Help Tab

Crew

Trips Reports

Shortcut Keys

Allocations

Dashboard Tab

Welcome to Trips

User Guides

TRIPS Desktop

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

Settings Overview User Guide

Settings

CareMaster

Data Tab

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Data Tab

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