1. Tap the menu button on the left side of the main screen of Caremate
2. Switch to Portal Site screen
3. Tap the Customer Info button
4. Add new customers by pressing the Plus button
5. Enter the name of the customer and tap the Register button
6. Tap the 1 week Master Data button on the right
7. Display the default setting of 1 week registration screen
8. Tap the main menu button to complete
Features of Caremate Master registration and its convenience
The Caremate Master registration feature is a very efficient tool for managing customer information using the facility.In general, the customer information to use the facility is often determined by a weekly pattern, and if the schedule is fixed for each day of the week, the customer information to use the facility is often determined by a weekly pattern, and if the schedule is fixed for each day of the week, the customer information to use the facility is often determined by a weekly pattern,This is the case most often.To take full advantage of this feature, Caremate recommends pre-registering a week's worth of master data.
1. The importance of One Week's Master Data
If you first register a week's master data, the subsequent daily scheduling is basically set automatically based on this master.It will be set to true.This saves you the hassle of manually scheduling each time and greatly improves your work efficiency.This is especially useful when customer information does not change frequently or the same pattern continues.
2. Manage visit plans
Similarly, it is easier to manage your visit schedule by registering data for one week in advance for the visit plan.The visit plan is set up based on the master, so you can easily respond in the system if you need to change or adjust the plan.
3. Efficient operation
In this way, the operation of the facility will be very efficient by doing a week's master registration.Staff can operate based on the master without being chased by individual day-to-day scheduling.As a result, work burden is reduced and work is standardized, and the overall operational efficiency of the facility is improved.
The Caremate Master registration feature is a powerful tool for streamlining user information management and scheduling.By setting up a week's worth of data in advance, day-to-day work goes smoothly and the burden on staff is reduced.Please utilize this function to realize efficient facility management.