Key steps for Managers to get your organisation ready to use Comm.care
Organisational profile details are drawn in every time you create a report. This section is also where you can integrate with the DSS online reporting portal (DEX).
You may need to do some planning outside the platform to determine the list of activities or supports you will offer to clients, whether they are funded, fee-for-service or free. Relevant services are drawn into client’s service roadmaps and into funder reports. The fee you associate with a specific service is drawn into Activity reports to help you invoice more efficiently.
Create accounts for people and assign them a role (Manager, Staff or Volunteer).
1 Add Client Profile information
2 Give users access and roles within circles
3 Create a Service Roadmap for each circle/client
4 Create document templates if required
5 Add relevant documents to client’s Timeline, e.g. Assessments & personal plan.
These are the essential steps required to get your team started in using Comm.care by Pnyx.
Remember that once you’ve given other team member access to a circle, depending on their role, they may be able to create or edit the roadmap, plans and other documents within a circle (i.e., all this work does not have to be done by one person).
Once you’ve completed these steps, it makes it easier for all users to start scheduling appointments, creating progress notes, and collecting data that your organisation can use for more accurate and efficient reporting and invoicing.
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