As an external support coordinator you get token access to the participants you coordinate. Paste your link or code to open your caseload, no password.
What you can see
- 1Your caseload: every participant you are coordinating.
- 2Per participant: Notes, Budget, Documents, Messages, Requests, Uploads and a timeline.
- 3Notes shown to you are approved shift notes and non confidential participant notes, with goals resolved.
- 4You can export a participant's notes to PDF where your access allows it.
Access is scoped
What you see is set per participant by the provider: notes, PDF downloads, incidents, goals and financials are each granted or not. If a section is missing, that access has not been granted, so ask the provider.
Requests and Uploads let you ask for documents and send plans or letters straight to the office, and track the status.