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This article covers the key configuration settings that connect Visualcare to government funding schemes (NDIS, Support at Home, CHSP) and your accounting software.

Custom layout settings

Custom layout settings control which funding types and features are visible across vCore for all users. Navigate to SettingsCustom Layout. Custom layout settings

Funding types

Select which funding types you want to display in vCore:
  • NDIS
  • CHSP/HACC
  • HCP (now transitioning to Support at Home)
Click Save after making your selections. Fields and functionality throughout vCore will show or hide based on these selections. Funding type selection

Accounting software

Select your accounting software from the drop-down. This determines what appears on the data export page when exporting invoices and timesheets. Accounting software selection

Company information and government IDs

Your organisation’s government identifiers are set under SettingsCompany Info. These link directly to the claiming functionality for different funding sources. Company information settings Under this section, add or edit your company information including:
  • Business address
  • ABN
  • Phone number
  • Company logo
  • Time zone
Click Save after making changes.

Government ID fields

Government ID fields Several settings in SettingsGeneral affect operational features across vCore.

Task email notifications

To have all vCore users receive an email when a task is assigned to them, tick Email user when a task assigned and click Save. Task email settings

Incident and SIRS notifications

To notify specific employees by email when an incident report is submitted, add their email address under the incident section and tick Email on incident submit. Use a semicolon (;) to separate multiple email addresses. Incident email settings For Serious Incident Response Scheme (SIRS) notifications, add the email address and tick Email on SIRS submit. SIRS email settings

Compliance settings

To automatically add compliance items to new worker profiles, tick Add compliance to new worker profile automatically. Compliance auto-add setting To set which date the worker compliance KPI tile on the vCore home page uses, select Alert Date or Expiry Date from the drop-down. Compliance KPI date setting

Document category requirement

To require users to select a document category when uploading documents, set User Must Select Document Category When Upload to Yes. Document category setting

Running into issues?

See General troubleshooting for common errors and fixes.

Service management

Set up and manage services, charge rates, and pay rates

Import CSV

Import records in bulk using CSV files

Editing drop-down lists

Manage areas, payers, and other configuration lists