10 - TPA Go Live

Congratulations!

You are ready to begin using TurnPoint in the day-to-day running of the business! Great, what now?

We have collated a bunch of articles from our knowledge base that goes into detail on how to use the TurnPoint system both for admin staff and direct care employees. We recommend distributing these articles as needed so they know how to use the system.

We also offer training courses to help you get started (depending on your implementation package, some training may already be included for you and your team). For more information see below.

Recommended Articles - Admin

The following is a list of articles that you might find helpful for the day-to-day operations of TurnPoint. You should bookmark or save this page as a handy directory of useful articles within the TurnPoint System.

Carer Management

• Appointment Bidding
• Weekly Planner 3 - Scheduling
• Basic Scheduling 2 - Repeat appointment
• Basic scheduling 1 - One-off appointment
• Printable schedule
• Weekly planner overview
• Weekly planner - Side panel
• Breaks
• Conflicts
• Split Availability
• Processing a leave request
• Adding a leave request
• Leave request
• Staff Availability Entries
• Edit Staff Availability
• How to delete care workers from TurnPoint
• Standard Availability (Care Workers)
• Adding care workers on TurnPoint
• View/Edit User
• Carer Listing and Search
• Carer Details

Client Management

• VIDEO: Public Holidays and (Repeat) Appointments - To Skip or Not to Skip!
• Rejected appointments
• Search appointments
• Appointments Listing
• Cancel Repeat Appointment
• Searching Appointments
• Cancel Appointment
• How to reactivate deleted clients
• Client Notes
• How to delete clients from TurnPoint - Departing clients
• VIDEO: How to place a Client on hold
• Adding new clients on TurnPoint
• Budgets - Home Care Package
• A Clients Budget
• How to Search for a Client Budget
• Client bank details
• Clients Search
• Client Summary
• View or edit client

NDIS

• VIDEO: NDIS - Overview of end-to-end process
• VIDEO: NDIS - Adding NDIS participants
• VIDEO: NDIS - Adding service types
• VIDEO: NDIS - Adding an NDIS package schedule
• VIDEO: NDIS - Building an NDIS budget
• VIDEO: NDIS - Adding repeat appointments
• VIDEO: NDIS - Raising an NDIS invoice, exporting to the accounting system and PRODA
• VIDEO: NDIS - Completing appointments with travel charges
• VIDEO: NDIS - Quote Builder Tool

Recommended Articles - Care Workers

The following articles have been collated from our knowledge base and will be most useful for your care-workers, however, will also be useful for your admin staff to understand what the care-workers will see on a day-to-day basis. We recommend sending some/all of these articles to your Care Workers:

• Mobile interface | How to get started on TurnPoint using your mobile/tablet
• Mobile interface - How to upload photos?
• Mobile interface - where can I find client information and check support/emergency plan?
• Mobile interface - Find my ID/details
• Mobile interface - How to submit incident & hazard report
• Issue on Mobile interface - GPS Tracking
• Issue on Mobile interface - saving login details
• Issue on Mobile interface - login issue
• Issue on Mobile interface - Why can't I attach a photo from my phone to appointment?
• Care Worker Process - Mobile Cue Cards
• Mobile View - Advanced
• Mobile view - Basic
• Mobile - Leave requests
• Mobile Appointments - Status
• Mobile - Availability
• Mobile - Documents
• Mobile Upcoming appointments - Reject
• Mobile - Client information
• Mobile - Pin security
• Mobile interface to turnpoint care

Training by TurnPoint

TurnPoint also offers direct training (both in person and over video conferencing software) for you and your team. Depending on your implementation package some hours may have already been included however is available to all TurnPoint customers. If you are unsure if you have included hours or would like some more information and pricing please reach out to us by clicking "Submit a Request" with the subject: "Training Request". Alternatively, you can reach out to your Business Development Manager.