Metcare Instruction Manual

Metcare
Customer
Relationship
Management

(CRM)
Software

Metcare Instruction
Manual

Table Of Contents

Introduction ���������������������������������������������������������������������������������������������������������������������3
How to access Metcare and Log in ����������������������������������������������������������������������� 4
Am I logged in? ���������������������������������������������������������������������������������������������������������������5
How to access the Client list �������������������������������������������������������������������������������������6
Client list display ������������������������������������������������������������������������������������������������������������7
How do I find my Client? ������������������������������������������������������������������������������������������ 8
Opening and viewing Client information ������������������������������������������������������������9
Example | Support & Disability tab ���������������������������������������������������������������������� 10
How to access Client Notes �������������������������������������������������������������������������������������� 11
Entering and saving notes �������������������������������������������������������������������������������������� 12
Notes | Did this save in the Clients file? ������������������������������������������������������������� 13

Metcare

CRM

Introduction

Over the past couple of years 39plus has been using the Service Management System
(SMS) program to capture data and report in order to comply with our Aged Care Stan-
dards.
During this time it has become apparent that the SMS program is difficult to navigate,
frustrating to log into, and is not very user friendly. This program also fails in fulfilling
our requirments for Mobile Workers (eg: In Home Respite Staff, & Medical Transport
Drivers).
After careful consideration, 39plus has decided on a ‘real’ cloud-based software program
called Metcare. It allows us to engage easily the the government, clients, support work-
ers and other relevant stakeholders, whilst minimising 39plus’ dependency on multiple
software applications.
I have created this document (Instruction Manual) to give you an overview of the pro-
gram, and hopefully help you start off with your journey in learning how to best use Met-
care.
From my experience so far, the program is easy on the eye, and very simple to nagivate.
I hope that all Staff will embrace this new program, and of course, provide any feedback
or concerns along the way.
Thank you
Sam

PS: The illustrations shown here are from using the destop version. I will create a sepa-
rate guide for mobile workers.

3

Metcare

CRM

How to access Metcare and Log in

Open up your preferred Web Browser
Type: https://39plus.metcare.com.au
Enter your User Name and Password. Click on SIGN IN

4

Metcare

CRM

Am I logged in?

Logging in successfully, your page appears this way.
This page is called the ‘Dashboard’, or ‘Homepage’

5

Metcare

CRM

How to access the Client list

Select Clients from the left hand side menu. 2

1

Once you have clicked on Clients, it expands and shows a vast list.

Again, click on Clients and this will show you in alphabetical order a list of Clients. (see
next page)

6

Metcare

CRM

Client list display

Type the any name in the search bar (First or Surname).

7

Metcare

CRM

How do I find my Client?

Once you being typing in either the first name or surname of the Client, Metcare will
automatically bring up all of those clients that have this text in their file.
The illustration here shows all the clients that have the name Peter in them.

8

Metcare

CRM

Opening and viewing Client information

All you need to do is click on the ‘Pencil in the box’ icon to open up the Clients file.
The Individual Clients page will appear like this below. Please take the time to look
around at this page, as there are lots of tabs on the left hand side as well as inside each
tab.

9

Metcare

CRM

Example | Support & Disability tab

Below is an example of the Support and Disability tab

10

Metcare

CRM

How to access Client Notes

From the left hand side Client menu , click on NOTES

11

Metcare

CRM

Entering and saving notes

+Select the Green sign to add your note. Complete all required fields and click on

SAVE

Your note will then show up in the list as per below

12

Metcare

CRM

Notes | Did this save in the Clients file?

Once you have finished and clicked on save, your note should appear in the Clients file
(under notes)

13

Metcare Instruction Manual
Version: 1

2nd May 2020