Care Professional User Guide

Table of Contents

  1. Welcome to My Virtual Carer

  2. Dashboard Overview

  3. Your Professional Profile

  4. Verification and Premium Badge

  5. Notifications

  6. Private Clients

  7. Agency Clients

  8. Messages

  9. Shifts & Visits

  10. To-Do List

  11. My Notes

  12. Care Community

  13. Find Carers

  14. Settings

  15. Support

  16. Data, Privacy & Security

  17. Frequently Asked Questions

  18. Getting Help

1. Welcome to My Virtual Carer

My Virtual Carer is designed to support care professionals in delivering safe, organised and visible care.

The Care Professional Dashboard gives you one place to manage your work across private clients, agency-linked clients, appointments, messages, notes and professional networking.

It is built to help you work more efficiently, communicate more clearly and maintain a professional presence within the platform.


2. Dashboard Overview

When you log in, your dashboard acts as your central workspace.

From here, you can access:

  • Private Clients

  • Agency Clients

  • Messages

  • Shifts & Visits

  • To-Do List

  • My Notes

  • Notifications

  • Care Community

  • Carer Search

  • Settings

  • Support

This gives you a structured overview of both client-facing work and your wider professional activity.


3. Your Professional Profile

At the top of the dashboard, you will see your professional profile area.

This includes:

  • Your name

  • Your profile image

  • Your professional badge

  • A link to your public carer profile

You can tap your profile section to view your public-facing profile as others may see it.

Your public profile helps present your professional identity within the platform and may support trust, visibility and engagement with families or agencies.


4. Verification and Premium Badge

Your dashboard includes a badge that reflects your account status.

This badge may show:

  • Verified status, where your profile has been approved or verified

  • Premium status, where an active subscription or premium entitlement applies

These statuses update dynamically and are designed to strengthen confidence in your profile.

They help families, agencies and others understand your standing within the platform.


5. Notifications

The notification icon in the top right of the dashboard keeps you informed of important updates.

Notifications may include:

  • Client-related updates

  • New activity

  • Messages or prompts

  • System notices

  • Account-related alerts

Unread items display a badge count so you can quickly see when something needs attention.

Tap the notification icon to open your notification centre.


6. Private Clients

The Private Clients area is where you manage care recipients linked to you directly outside of agency management.

This area may allow you to:

  • View privately linked client accounts

  • Access client-related information

  • Review care arrangements

  • Work directly with individuals or families you support independently

This feature is particularly useful for self-employed carers or professionals managing private care relationships.


7. Agency Clients

The Agency Clients area is where you access care recipients connected to you through an agency.

From here, you can work within agency-managed structures and view clients allocated to you under that arrangement.

This may include:

  • Viewing linked clients

  • Accessing client records available to you

  • Navigating agency management workflows

  • Supporting delivery within formal agency oversight

This keeps agency work clearly separated from private client work while remaining accessible from the same dashboard.


8. Messages

The Messages feature gives you access to communication tools inside the platform.

This area helps you:

  • View conversations

  • Respond to messages

  • Stay connected with relevant users

  • Track active communications

A message badge may appear where there is unread activity.

Using in-platform messaging helps keep communication organised and reduces the risk of fragmented updates across external channels.


9. Shifts & Visits

The Shifts & Visits section allows you to manage your professional availability and appointments.

This may include:

  • Viewing scheduled visits

  • Managing availability

  • Tracking planned care sessions

  • Organising shifts and appointments

This feature helps ensure your schedule remains visible, structured and easy to manage.

It supports better planning for both independent professionals and those working with agencies.


10. To-Do List

The To-Do List feature helps you stay on top of important tasks.

You can use it to monitor actions that require follow-up, such as:

  • Client-related actions

  • Administrative tasks

  • Reminders for visits or paperwork

  • Personal work organisation

A clear to-do list helps reduce oversight and supports professional accountability.


11. My Notes

The My Notes area gives you a dedicated space to keep track of important information.

This can be useful for:

  • Recording reminders

  • Keeping personal working notes

  • Tracking observations to revisit later

  • Supporting daily organisation

Notes help you work more efficiently by keeping useful information close to hand in one accessible place.


12. Care Community

The bottom navigation includes access to the Care Community.

This is a wider engagement space within the platform where care professionals may interact with community content, discussions or shared updates.

It supports:

  • Professional connection

  • Community engagement

  • Visibility into relevant posts or discussions

  • Ongoing interaction beyond direct client care

This feature helps build connection and shared learning within the care ecosystem.


13. Find Carers

The Find Carers section allows you to explore the wider care professional network.

This may be used to:

  • Search for other carers

  • Discover professionals in the community

  • Explore profiles

  • Build peer awareness or support networks

This feature supports collaboration, professional visibility and network-building.


14. Settings

The Settings area allows you to manage your account preferences and app controls.

This may include:

  • Personal account settings

  • Notification preferences

  • Profile-related options

  • General app controls

Settings help you tailor the platform experience to your working preferences.


15. Support

The Support section gives you access to help when needed.

This may be used for:

  • Troubleshooting

  • Guidance on features

  • Account support

  • General assistance

Support is available directly from the bottom navigation, making help easy to find without leaving the app.


16. Data, Privacy & Security

My Virtual Carer is built with privacy and security in mind.

Your account benefits from:

  • Secure authentication

  • Protected user data

  • Controlled access permissions

  • Notification token management for secure alerts

  • Role-based visibility across the platform

Client information should only be accessed and used in line with professional responsibilities and platform permissions.

Maintaining confidentiality and appropriate information handling remains essential at all times.


17. Frequently Asked Questions

Can I manage both private and agency clients from the same dashboard?
Yes. The dashboard is designed to support both private and agency workflows in one place.

What does the badge on my profile mean?
It reflects your verification and/or premium subscription status.

Can I access my messages from the dashboard?
Yes. Messages are available directly from a dashboard tile.

What is the difference between Private Clients and Agency Clients?
Private Clients are those linked to you independently, while Agency Clients are managed through an agency relationship.

Can I use notes for my own organisation?
Yes. My Notes provides a dedicated space for personal working notes and reminders.


18. Getting Help

If you need assistance, use the Support section within the app.

For additional help, contact the My Virtual Carer support team through your usual support channel.


Final Note

The Care Professional Dashboard is designed to help you work with greater clarity, structure and professionalism.

It brings together:

  • Client management

  • Agency coordination

  • Communication

  • Scheduling

  • Professional visibility

  • Personal organisation

All in one place.

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