Clients – Opens the clients browse window. This is where you can view Client details. 

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**Clients** – Opens the clients browse window. This is where you can view Client details. \n **Crew** – Opens the Crew Types window. This is where you can view, insert or modify Crew Types. \n **Bookings** – Opens the Bookings window. This is where you can view, insert or modify Bookings. \n **Booking Wizard** – Guides you through creating new bookings. \n **Allocations** – Opens the Allocations window. This is where you can allocate Bookings to Journeys or reassign Bookings. This also opens the New Trip Wizard. \n **New Journeys** – Opens the New Journeys window. This is where you can view, insert or modify Journeys and Trips. \n **Bus Lists** - Opens the Bus List window. This is where you can view, insert or modify Bus Lists. \n **Register Verify** - Opens the Verify Journeys/Journey Register window. This is where you can view, modify or verify Journeys and Trips. Only Verified Journeys and Trips are reported in your MDS. \n **OBV Control** - Opens the OBV Control window. This allows you to change OBV vehicle assignments, settings, display vehicle location and send messages to OBV units. 

**Trips Query -** Opens the Trips query page. This will display all your Trips in the specified date range set in the top corner. Use the query button at the bottom of this window to create queries to extract your required information. \n **Vehicle Events** - Opens the Browse the Vehicle Event File window. This is where you can view, insert or modify Vehicle Events.

Main Tab

How to bulk manage Trips?

Guide to running TfNSW export from Trips

FAQs

Clients

Main Menu Breakdown

Control Settings

Bookings

New Journeys

Vouchers

Places

Help Tab

Crew

Trips Reports

Data Tab

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

Main Tab

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Main Tab

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