Setting up Homes

 

The "Homes" screen contains information about the home or homes (if you are setting up CareMaster for multiple home operation) along with the information that the system requires to access the relevant fields from the Sage database. It also gives access to the screen for Setting up Rooms which is an essential part of occupancy analysis reporting.

 

Click on the "Settings" tab to bring up the list of options and then select "Homes" from the menu options list.

 

 

The "Homes" screen will now be displayed.

 

 

Click the "Add" button (+) to add a new record. Enter a suitable short code followed by any Local Authority reference you may have and then fill in the name, address, telephone and contact name fields. Enter the number of registered beds in the home. Select the "Sage Dataset" from the drop down list. Now enter and invoice prefix for this home and the number you wish to start invoicing from. (Depending on the option you have selected on the "Other" tab in the System Defaults screen, these fields may not be available). You will now need to click on the "Tick" to save the record before entering the rest of the information.

 

It is now possible to select the default "Nominal Code", "VAT Code" and "Department" from the drop down lists (the Refresh Sage Data option must be run before these lists become available).

 

 

Click on the "Tick" again to save the record.

 

If you wish to use the Direct Debit CSV output function, you will also need to set the path to the template that defines how the data is output for this home. Click on the browse button on the left.

 

 

Navigate to the [CareMaster][Reports] folder and select the relevant file.

 

 

Click on the "Open" button and the path will then be stored in the "Homes" screen. Finally click on the "Tick" to save your settings.

 

If you are setting up multiple homes you can click on the "Add" button (+) again and repeat the process detailed above.

 

It is now possible to move on to Setting up Rooms.