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CareMaster User Guide
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Initial Configuration
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Initial Configuration
Before using the program there are a number of settings which must be configured. These are laid out in the following pages. N.B. If you are a Xero Accounts user, please visit the
Xero Users
section for further set up information.
System Defaults
Sage Datasets
3rd Party Integration
Resident Classifications
Resident Categories
Resident Types
Local Authority Codes
Funding Sources
Care Levels
Invoice Settings
Invoice Charge Types
Invoicing Periods
Invoice Formats
Skeleton Charge Templates
Sales Invoice Payment Methods
Resident Incident Types
Refresh Sage Data
The contents of Initial Configuration
System Defaults
Sage Datasets
3rd Party Integration
Resident Classifications
Invoicing Settings
Sundry
Refresh Sage Data
