Supplier User Guides

Supplier and Care Provider User GuidesTop of page

How to Register

This user guide will walk you through the registration process for suppliers and care providers on PHBChoices.

Downloadable PDF guide

How to Use the Setup Wizard

This user guide explains the Setup Wizard process. By completing each step within the Setup Wizard, you will be ready to begin selling your products and services on PHBChoices.

Downloadable PDF guide

Responding to a Service Enquiry

This user guide explains what happens when a PHB Holder enquires about one of your services and how to respond to an enquiry. This guide is aimed at care providers who have set the “Care Service Rates” type of product up.

Downloadable PDF guide

Responding to a Request for Quote

This user guide explains what happens and how to respond when a PHB Holder requests a quote for one of your “Quote Request” type products or services. This guide is for care providers that have set up “Quote Request” products or services.

Downloadable PDF guide

Responding to a Product Order

This user guide is for suppliers or care providers that have set up Fixed Price Products. If this is applicable to your business, this guide explains how to respond to a product order.

Downloadable PDF guide

Sending Invoices

This user guide explains how often service invoices are generated and how to send them to the PHB Holder.

Downloadable PDF guide

Responding to Disputed Invoices

This user guide walks you through the process of responding to an invoice that has been disputed by a PHB Holder.

Downloadable PDF guide

How to Amend Your Details

This user guide demonstrates how you can update your company details on PHBChoices.

Downloadable PDF guide

Ratings

This user guide explains how the Ratings system on PHBChoices works and how you can respond to PHB Holders who want to be contacted regarding their feedback.

Downloadable PDF guide

Reporting

As a supplier or care provider on PHBChoices, you have access to a number of different reports. This user guide explains what reports are available and how to use them.

Downloadable PDF guide

Uploading Your Product Catalogue

This user guide is for suppliers or care providers who have a large catalogue of products or services. We recommend you do not upload products to the PHBChoices marketplace one by one and instead use our catalogue upload tool. 

Downloadable PDF guide

Personal Assistant User GuidesTop of page

How To Use The PA Setup Wizard

This user guide explains the Setup Wizard process. By completing each step within the Setup Wizard, you will be ready to be a Personal Assistant on PHBChoices.

Downloadable PDF guide

Responding To A Service Enquiry

This user guide explains how to respond to an enquiry from a Personal Health Budget Holder regarding your Personal Assistant Services. 

Downloadable PDF guide

Sending Your Timesheet

This user guide explains what you need to do when the system generates your weekly timesheet and how to send it to the Personal Health Budget Holder for approval.

Downloadable PDF guide

Responding To Disputed Timesheets

This user guide explains how to respond to a timesheet that has been disputed by the Personal Health Budget Holder.

Downloadable PDF guide

Responding to a Request for Quote

This user guide explains what happens and how to respond when a PHB Holder requests a quote for one of your “Quote Request” type products or services. This guide is for Personal Assistants that have set up “Quote Request” products or services.

Downloadable PDF guide

How to Amend Your Details

This user guide demonstrates how you can update your company details on PHBChoices

Downloadable PDF guide

Ratings

This user guide explains how the Ratings system on PHBChoices works and how you can respond to PHB Holders who want to be contacted regarding their feedback.

Downloadable PDF guide

Reporting

As a Personal Assistant on PHBChoices, you have access to a number of different reports. This user guide explains what reports are available and how to use them.

Downloadable PDF guide

Payroll Provider User GuidesTop of page

How To Use The Payroll Setup Wizard

This user guide explains the Setup Wizard process. By completing each step within the Setup Wizard, you will be ready to be a Payroll Provider on PHBChoices.

Downloadable PDF guide

Generating The Payroll Payment

This user guide explains the benefits of using PHBChoices for Payroll Providers and demonstrates how to generate a payroll using the system.

Downloadable PDF guide

Responding To A Quote Request

This user guide explains what happens and how to respond when a PHB Holder requests a quote for one of your “Quote Request” type products or services. This guide is for Payroll Providers that have set up “Quote Request” products or services.

Downloadable PDF guide

Amending Your Details

This user guide demonstrates how you can update your details on PHBChoices.

Downloadable PDF guide

Ratings

This user guide explains how the Ratings system on PHBChoices works and how you can respond to PHB Holders who want to be contacted regarding their feedback.

Downloadable PDF guide

Reporting

As a Payroll Provider on PHBChoices, you have access to a number of different reports. This user guide explains what reports are available and how to use them.

Downloadable PDF guide