Support Coordination Overview

Support Coordination Overview


This section provides an overview of the functionality of the Support Coordination module.

Access Support Coordination Module


1.    Click the Support Coordination option in the Careview menu.



2.    The menu expands to display the following sub-menu items:
  1. Dashboard
  2. Clients
  3. Client Coordination
  4. Case Note History
  5. CoS NDIS Claims
  6. CoS Invoices

Support Coordination Menu Items


Dashboard

The Dashboard displays graphical components for all Support Coordinators or for selected Support Coordinators.

Clients

This option displays a Support Coordination Client List of all active Client Profiles, that meets the following criteria

  1. A Client Profile Service Type of Support Coordination Client.
  2. The Client Profile has an assigned Support Coordinator.
  3. The Client has a New or Active Service Contract that has one of the Support Coordination Items in their Service Support table.
For more information about working on the Support Coordination Client List, see Support Coordnation Client List - filter and sort columns.

Client List - Search for a Client

Search for a specific Client or search for Clients assigned to a specific Support Coordinator.

Client List Filters Available


  1. Filter by the assigned Support Coordinator
  2. Filter by Case Note Activity i.e. No Case Notes Created in the Past 7 days Alert

Client List - Customised data view

This feature allows you to customize the data displayed on the screen and rearrange column orders for better usability and efficiency, helping you to easily navigate the information that is important to you.

Client Coordination

This screen displays sections of information about the selected Client and enables you to create new case notes and tasks.

You can also open the Client Profile or the Client’s Service Contract and create a Statement.

Case Note History

This console can be used to report on all case notes for a particular support co-ordination client profile for both active and inactive Service Contracts. 

Create Support Coordination NDIS Claims

This feature allows you to create CoS NDIS Claims by generating a new CSV file for bulk uploading to PRODA for all Agency managed clients.

Create Support Coordination Invoices

This feature allows you to create Invoice downloads for Clients where the Management Style on their Support Coordination Service Support is either Plan Management or Self Managed.


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