In the ever-changing world of Plan Management, transparency and cooperation is crucial to providing Participants with the best support possible. At Credability Systems, we understand the vital roles played by Plan Managers and Support Coordinators in this journey. That's why we developed Planability, powerful Plan Management Software designed with features to help bridge the gap between these essential roles, promoting collaboration and enabling seamless support for participants.
Planability Access for Support Coordinators
Planability's dedicated Support Coordinator access offers a fantastic opportunity for essential supports to access live Participant information. Accessing the same real-time data as Plan Managers keeps everyone aligned, allowing for efficient decision-making and proactive support.
With Participant consent, Support Coordinators can access:
Real-Time Participant Information
With API connections into PACE and PRODA, Planability syncs live Participant data, including budgets, goals, invoices, and claims. This ensures that financial matters can be addressed promptly, reducing potential delays in support or payments.
Budget Forecasting Tool
Support Coordinators can now access budget forecasting tools to monitor spending rates and funding usage at a glance. This feature helps in identifying potential overspending or underspending trends, allowing for better financial planning throughout a Participant’s plan period.
Unique Portal Access
Easily manage multiple Planability Participants across different Plan Management agencies within a single, unified portal. Each Participant clearly displays their associated Plan Management agency, ensuring clarity and seamless navigation.
Monthly Statements
Receive emailed statements with a summary of spending, detailed financial breakdowns, and invoices processed during the month, helping to track and review funding efficiently.
Improved Communication
Automated notifications provide updates on key events, such as:
✅ Claim approvals & reminders
✅ Low budget warnings
✅ End-of-plan notifications
✅ New Participant association notifications
This transparency fosters better collaboration between Support Coordinators, Plan Managers, and Participants, ensuring everyone stays informed.
Profile Management
Support Coordinators have control over their own user details, security settings and opt-in settings of their own profile, as well as the levels of support they provide for Support Coordination.
Planability App - Access on the go!
With the launch of the Planability App, Support Coordinators can now access all features directly from their mobile phones. Stay connected with real-time data, view budgets, and track invoices anytime, anywhere.
Download the Planability App today:
Plan Managers can easily provide Support Coordinators with access to Planability, ensuring they have the tools needed to stay informed and actively support Participants. With shared visibility into budgets, claims, and invoices, Support Coordinators and Plan Managers can work together more effectively, reducing payment delays and improving financial oversight. This collaborative approach enhances transparency and communication, ultimately leading to better support and outcomes for Participants.
If you would like to see Planability in action, contact us for a free demonstration today!
