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Aged care · Owner

Aged care: Running the practice — the owner's tour

The owner's screens, one picture each: the day, Settings, staff and compliance, training — making your own courses, optional or mandatory — quality and reports. About ten minutes.

9 lessonsCorella’s own course, word for word, with pictures from its demo

  1. Lesson 1

    Start here

    This course walks through the screens an owner runs the practice from, with a picture of each from Corella's demo, with made-up people — including how to make your own staff courses like this one, and set each optional or mandatory for the roles you choose.

    The owner sees every screen and every setting.

    About ten minutes, then three short questions.

  2. Lesson 2

    The dashboard

    The day at a glance: shifts today, open shifts, timesheets to approve, documents expiring, open incidents, active clients and staff — each a link to the screen that deals with it.

    The dashboard
  3. Lesson 3

    Settings

    Your organisation's details, branding, the modules you use, services and prices, pay groups, roles and more, each on its own tab.

    Settings
  4. Lesson 4

    Staff and compliance

    Every staff member, their role and teams, and their compliance at a glance: what is current, expiring, expired or missing.

    Staff and compliance
  5. Lesson 5

    Training

    Every course, who has it and who has passed it.

    Mandatory training compliance shows each mandatory course's progress; Training before work, once you turn it on, stops a person clocking on until they have passed their mandatory courses — people already on staff get until a date you choose.

    Training
  6. Lesson 6

    Making your own course

    New course makes one like this: give it a name, choose the roles it is assigned to automatically, and tick Mandatory if they must pass it — or leave it optional.

    Then add its steps: reading, a video, a document or picture, and a test.

    Making your own course
  7. Lesson 7

    Quality and audits

    Internal audits and the register of the standards your practice is measured against, with how ready you are for each.

    Internal audits has New audit; Practice standards has Add standard.

    Quality and audits
  8. Lesson 8

    Reports

    Operational and financial reports — hours, service delivered, budgets, documents, incidents, revenue and more — each exported to a spreadsheet.

    Reports
  9. Lesson 9 · check yourself

    Three questions

    Three questions on what this course showed.

    You need two of three.

    1. 1. A course you make can be optional or mandatory for the roles you choose.

      • True
      • False
      Show the answer

      True

    2. 2. What does Training before work do once it is on?

      • Stops a person clocking on until they pass their mandatory courses
      • Emails every course to every staff member
      • Deletes courses nobody has finished
      • Nothing on a phone
      Show the answer

      Stops a person clocking on until they pass their mandatory courses

    3. 3. Every report exports to a spreadsheet.

      • True
      • False
      Show the answer

      True

Rather see it live? Book a walkthrough.

Thirty minutes on a live instance, starting from how your organisation works today.