A board for the caseload
Your participants, what is outstanding against each of them, and the case notes recording it — laid out as a caseload, rather than as a list of records you have to remember to go and open.
For support coordination
Coordinators get measured on things a rostering tool cannot see: whether the plan is actually being used, whether the follow-up happened, and whether any of that can be shown to somebody at review.
If this is your week
Your participants, what is outstanding against each of them, and the case notes recording it — laid out as a caseload, rather than as a list of records you have to remember to go and open.
Funding lines track what has been used as it is delivered, so underspend surfaces while there is still plan left to spend and over-servicing is flagged before the line runs dry. At review, neither is news.
A participant check-in is recorded against them and against their goals, so the evidence that coordination happened piles up while you work — instead of being assembled in the week before a review.
Referrals arrive into a tracked intake and carry straight through to the participant record they turn into. Nothing has to be copied across, which is where referrals normally go missing.
Why this one matters here
Because notes attach to the participant and to the goal rather than sitting in a free-text field, what you did and why is answerable at review without reading twelve months of entries. It is the same property that lets an evidence pack be assembled on demand.
Most providers are more than one of these, which is exactly why it is one system and not four.
Houses, rosters that never stop, and nights priced properly
This is us too →Workers on the road, and the travel that comes with them
This is us too →More sites, more roles, workers shared between them
This is us too →Build a week that already passes the award
Read about it →What the breach costs, before you publish
Read about it →From clock-in to payslip without retyping
Read about it →Bulk claims that match their own remittance
Read about it →Notes tied to the goal they were for
Read about it →Clocks that run whether or not anyone remembers
Read about it →Authorisation that expires on its own
Read about it →Evidence that accumulates instead of being assembled
Read about it →