Your first week with ThimbleCare

Start with one participant and one complete support record. You can pause setup and return to the saved step; you do not need to learn every tool on day one.

1. Start the trial and secure your account

Create your account, confirm the trial and check its end date. Keep the password to yourself. Choose web or phone and set up the account security options you need.

2. Add your business details when ready

Follow business setup after the trial has started. Check your ABN, practice identity and the details needed on agreements and invoices. A saved field is not a completed verification unless the app confirms it.

3. Invite one participant and agree the terms

Check the email before sending the invitation. Ask the participant to accept it, then prepare and sign the service agreement. Confirm both signatures and the agreed support items and rates.

Try the agreement practice and video before using your own records.

4. Complete one shift and its note

Use the web or phone to book and enter the shift. Check the actual times. Write the note using observations, review it and sign when accurate. You can practise the sample note first.

5. Finish the approval and invoice

Review and send the timesheet. Wait for the participant's approval or resolve their concern. Then create, check and issue the invoice. Delivery and payment each have a separate status.

Try the invoice practice and video to learn the checks and status changes.

At the end of the week

Use Weekly closeout, review expenses and exports, and check that needed documents are saved. Learn offline recovery before relying on it during a shift. Use Getting help whenever a result is unclear.