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Domiciliary Roster
- Assigning Client Visits
- How to Modify Auto-Cover Settings in Roster
- How to View Agency Name on Your Rota
- Print Pin Code for Agency Worker
- How to cascade shifts in Cloud
- How to add unpaid breaks for staff in Cloud
- Check-in Analysis on Cloud
- Assigning Staff Availability
- Managing Availability Templates
- Adding Staff to your Availability Rota
- Creating an availability rota
- Cloud Roster Organisation Settings
- Cloud Roster Creating a Client Rota
- Cloud Roster Add Clients to Client Rota
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Care Planning
- How to record NEWS2 on Cloud
- How to print Care Plan Reports in Cloud
- Utilising Single Custom Form Workflows
- Organisational Service Status
- Medication Profile
- Incident Analysis
- Personal Belongings
- Linked Documents
- Completing a Care Review
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Care Recording
- Introduction to Care Recording
- Bath or Shower Recording
- General Note
- Bowel Movement Recording
- Cream Recording
- Fluid Intake
- Food Intake Recording
- Movement Chart
- Personal Care
- Sleep Information
- Wellbeing Check
- ABC Behaviour
- Bed Changes
- Behaviour Monitoring
- Air Mattress Settings
- Intensive Care Monitoring
- Observations
- Pain Assessment
- MUST Assessment
- How to record a PURPOSE-T Assessment
- How to Record Multi Custom Monitoring on Cloud
- How to record NEWS2 on Cloud
- Activities
- Customising a Service User Body Map
- How to add a new Marital Status in Cloud
- How to Record a PEEPs Assessment on Cloud
- How to record Waterlow score in Cloud
- How to Monitor Behaviour Analysis in Cloud
- How to record an Incident or Accident in Cloud
- Recording a Care Review on Cloud
- Recording Weight on Cloud
- Medical Visits on Cloud
- Braden Assessment on Cloud
- Single Custom Forms on Cloud
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Resident Care Plans
- How to Add a New Room in Cloud
- How to Propose a Care Review Change on Cloud
- How to Record a New Professional Contact
- How to view Professional Contacts in Cloud
- How to add Impairments
- How to expire Mental Capacity Assessments and Consents on Cloud
- New Look!
- Switching Service User
- Recording from the Care Plan
- Outstanding Tasks
- Personal Details
- About Me
- Key Contacts
- Care Notes
- Care Reviews
- Risk Assessments
- Consent & Capacity
- Food & Nutrition
- Checklists
- Medical History & Diagnoses
- Health Issues
- Medical Visits
- GP Connect
- Monitoring Analysis
- Memory Box
- Life History
- Audit of Changes
- Life History Configuration
- How to add a cream into the Care Plan on Cloud
- Completing a Mental Capacity Assessment on Cloud
- How to record a Risk Assessment on Cloud
- Modifying Service User Further Details
- How to Add Geolocation to a Client
- How to view Single Custom Form Workflows in Cloud
- How to view MAR Charts in Cloud
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Organisational Management
- Bulk Actions in Cloud
- Permissions
- Data
- Org Man Settings
-
Org Man Users
- How to Unlock a User Account on Cloud
- Add & Edit departments in Cloud
- Add & Edit positions in Cloud
- How to Bulk Load Users
- Unlocking a User Account on Cloud
- Adding a New User on Cloud through Org Management
- Manage Users in Organisational Management on Cloud
- How to give a user Clinical access on Cloud
- How to Enable Multi-Factor Authentication
- Organisation Structure
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Windows Org Man Archive
- Adding a Staff Member to Cloud
- Unlocking a Cloud User Account
- Finding & Accessing OM
- Introduction to OM
- OM – Manage Access Roles
- OM – Manage Users
- OM – Settings
- OM Bulk – Add User Records
- OM Bulk – Add Access Roles
- OM Bulk – Remove Access Roles
- OM – Change User Status
- OM – First Time Set-Up
- Setting up Single Sign on for Cloud
- First Time Set-Up
- Org Man Access Roles
- Access & Navigation
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Admin
- Health Score
- Navigating Admin
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Client Area
- How to Add Spend on Cloud Personal Allowance
- How to manage Day Centre bookings on Cloud
- How to create a new Day Centre booking in Cloud
- Recording a Leaver
- Recording a Death
- Reactivating a Service User
- QR Code Management on Cloud
- Care Service Groups in Cloud
- Bulk Load Service Users
- Bulk Load Clients
- Adding Management Staff to Care Service Group on Cloud
- Adding a Service User in Cloud
- Adding a Client and Visit Schedule
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Communication
- How to Create a New Menu in Cloud
- How to manage meals on Cloud
- How to add and edit a new meal in Cloud
- How to set the default checklist on Cloud
- How to Create a Message on Cloud
- How to add a new complaint in Cloud
- V-Book on Cloud
- Staff Pocket Registration
- Setting up Pocket Access in Cloud
- Setting up Friends & Family on Cloud
- Quality Survey Analysis in Cloud
- Petty Cash on Cloud
- ODS Contacts on Cloud
- Manage Quality Survey on Cloud
- How to anonymise visitors names in Cloud
- Fundraising on Cloud
- Event Categories on Cloud
- Document Library on Cloud
- Custom Tasks on Cloud
- Create a Checklist in Cloud
- Contacts on Cloud
- Add Calendar Entries in Cloud
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Advanced Stuff
- How to change or turn off Weight Recording interval on Cloud
- How to Change and View the Administrator Password on Cloud
- MargoAI Tokens and Limits on Cloud
- How to Force Sign-Out someone from eMAR
- How to set a Privacy Officer on Cloud
- Waterlow recording system in Cloud
- Setting up Pocket Offline Mode in Cloud
- eMAR Stock Reasons on Cloud
- Modifying Care Review Domains within a Care Plan in Cloud
- Modifying System Settings in Cloud
- Modifying Personal Details Additional Fields
- How to change MargoAI Settings on Cloud
- Managing Devices on Cloud
- How to turn on Multi-site view on Rotas in Cloud
- How to set up and activate Facial Recognition on Cloud
- How to hide messages in staff pocket mode in Cloud
- How to add additional fields into a staff record in Cloud
- eMAR PRN Outcome Task Setting in Cloud
- Creating a One Time Code in Cloud
- Analysis Reports
-
Care Planning
- How to Enable Skin Integrity Prompt
- How to Import a Risk Assessment Template on Cloud
- How to Export a Risk Assessment Template on Cloud
- How to build a Single Custom Form in Cloud
- How to activate Draft Monitoring Forms
- How to Create a Shortcut Note on Cloud
- Dependency and cost of care in Cloud
- How to activate Draft Monitoring on Cloud
- Care Planning Comments in Cloud
- How to create a new Multi Select Monitoring on Cloud
- Turning on Target Fluid Intake on Cloud
- Service User Fast Facts
- Monitoring Defaults
- Manage Monitoring
- Manage Consents on Cloud
- Making Care Plan Corrections in Cloud
- How to create Message Groups in Alerts in Cloud
- How to create a Mental Capacity Assessment on Cloud
- How to create a Generic Risk Assessment on Cloud
- Care Review Proposed Changes in Cloud
- Care Review Domains on Cloud (Add, Remove, Edi
- Care Plan Integrity Checks
- Alerts & Notifications
- About Me Configuration
- Common Options
- Staff Area
- HR
-
Roster Cloud
- How to add an Adhoc shift on Cloud Roster
- How to Modify Auto-Cover Settings in Roster
- Agency Shift Status in Roster on Cloud
- How to View Agency Name on Your Rota
- Print Pin Code for Agency Worker
- How to add unpaid breaks for staff in Cloud
- How to Export a Rota on Cloud
- Adding Agency Staff to Cloud Roster
- Allocating a shift in Cloud Roster
- Undo Changes in Cloud Roster
- Add New View in Cloud Roster
- Bulk Add Shift in Cloud Roster
- Move Shift in Cloud Roster
- Copy Shift in Cloud Roster
- Importing rota template into Cloud Roster
- Duplicate Shift in Cloud Roster
- Delete a rota in Cloud Roster
- Create Further Rotas in Cloud Roster
- Individual Settings in Cloud Roster
- Global Settings in Cloud Roster
- Quick Add Shift on Cloud Roster
- Add Staff to Cloud Roster
- Dragging Shift Templates in Cloud Roster
- Copy Shifts to Other Weeks on Cloud Roster
- Record a Shift as No Longer Needed in Cloud Roster
- Quick Adjust Shift in Cloud Roster
- Swap Shift in Cloud Roster
- Delete a shift in Cloud Roster
- Adding Roles to Cloud Roster
- How to create a new rota on cloud
- Move Shift in Cloud Roster
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Consolidated Invoicing
- How to finalise an Invoice on Cloud
- How to add a Shift Rate Card in Consolidated Invoicing on Cloud
- How to add a Travel Rate Card in Consolidated Invoicing on Cloud
- How to add a Date Rate Card in Consolidated Invoicing on Cloud
- How to add Weekday Rate Cards in Consolidated Invoicing on Cloud
- How to view and add notes in Consolidated Invoicing on Cloud
- How to add a payment schedule for Consolidated Invoicing on Cloud
- How to create a new contract in Consolidated Invoicing on Cloud
- Where to find Consolidated Invoicing on Cloud
- MyHub
- Insights
