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, our state-of-the-art Plan Management Software, to bridge the gap between these essential roles, promoting collaboration and enabling seamless support for participants.
Planability's dedicated Support Coordinator access offers a fantastic opportunity for essential supports to access live Participant information. Having visibility of the same information as Plan Managers keeps everyone on the same page, allowing for more efficient and effective care.
With Participant consent, Support Coordinators can have access to:
Real-Time Participant Information
With API connections into PACE and PRODA, Participant plan information such as budgets and goals is live data synchronised with the NDIS. With invoices and claims also visible in real time, financial matters can be addressed swiftly, reducing potential delays in Participant support or payments.
Unique Portal Access
Easily manage multiple Planability Participants across different Plan Management agencies, all from one single portal. Each Participant clearly shows their associated Plan Management agency for clarity.
Monthly Statements
Receive emailed statements with a summary of spend, detailed information, and invoices processed during that month.
Improved Communication
Automated and relevant notifications about a Participant’s plan, including invoice approvals, plan spending and low budget warnings, and end-of-plan notifications. The transparency of these notifications promotes collaboration between all roles.
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 offered for Support Coordination.
Providing Support Coordinator access is an easy process, and the benefits of Plan Managers and Support Coordinators working together with increased transparency and communication allows them to focus on what truly matters: delivering the best possible support to Participants.
If you would like to see Planability in action, contact us for a free demonstration today!
