Support Coordination
Coordination of Supports: caseload, budgets, services, quotes and the reports that come out of them.
5 guides · 33 steps · 7 screenshots
My Day
Today is a support coordinator's working screen: tasks due and overdue, key dates in the next 14 days, engagements that need a note, and recent activity across the caseload. Team leaders also use it to check each coordinator's caseload against targets.
Caseload
Caseload lists every support coordination engagement with its last note, next key date, budget left and alerts. Coordinators and team leaders use it to triage the caseload and open a participant's file for budgets, services, notes, providers and claims.
Calendar
The Calendar lists key dates and tasks across the whole coordination caseload, month by month: plan reviews, progress reports, funding releases, reports due and tasks. Coordinators use it to plan ahead, and can subscribe to it from Google Calendar or Outlook.
Provider Directory
The Providers directory is your record of the providers you source supports from, with their capacity, registration groups, regions, your rating and the contact history. Support coordinators use it to shortlist providers and send them requests for quote.
Insights
Insights shows how the coordination practice is tracking: coordinator hours, oversight alerts, case-note history, standard reports and six-month trends. Team leaders and managers use it to find engagements that need attention and to report on the caseload.