The Lookout Manual
Everything you need to know to get started with Lookout
- Login management
- Psychogeriatric Assessment Scale/Cognitive Decline (PAS-CDS)
- Onboarding - Data migration
- Glossary of Terms
- Resetting a User Password
- Quick Start Guide for Rostering Staff
- Resending Invitation to Users
- Public holidays
- Worker (Helper) leave
- Quick Start Guide for Care Managers
- Creating and Managing Members (Clients) and Helpers (Support Workers) in Lookout.
The Lookout App for Helpers & Members/Families
Settings
- Re-calculate visit travel
- Setting up two-factor authentication
- Requisites, Verifications & File Types
- Setting up Services in Lookout
- Drag and drop vacant visits on the schedule
- Confirm drag and drop changes
- Slide out visit information sidebar on roster
- Matching Preferences
- Drag and drop to edit visits
- Using Access roles in Lookout
- Cohorts
- Creating and managing Admin Staff Members
- Dark mode 🌚
- Setting up membership plans in Lookout
- Managing Communities
- Updating Visit Rates
- Using Location Data (Geotagging) in Lookout
Finance
- Importing invoices into Xero
- Accounts, transactions and statements changes
- Rates & Products
- Purchase Orders and Third Party Invoices
- Adjustments to a closed billing run period
- Punchcards
- Invoices and Credit Notes
- Uploading the Lookout Payroll Report
- Billing runs
- Importing Account Transactions as CSV
- Statements and Invoicing
- Taxes
- Keeping Track of Member's Funds
- Overview - Billing and Finance
Reporting
Members: Creating and Managing Clients
Remote Care Monitoring Technology
The Member's Notebook
Veterans Home Care (VHC)
Creating and Managing Helpers (Care/Support Workers)
- Managing Care Worker Verification
- Setting availability in the Lookout support worker app as a contractor
- Helper Recommendations
- Adding and updating regular hours for a worker
- Contracts and Pricing
- Configuring a Helper (Support Worker)
- Managing the Helper Community via the Dashboard
- Enforcing Care Worker Compliance Using Verification Functionality