Once you’ve logged in, you’ll see a list of the participants you have permission to view. Click View Dashboard (A) to open the individual participant’s profile.
Please note: If you only have access to one participant, you’ll be taken directly to their profile instead of seeing the participant list shown below.
Budget Management Tab
The budget management tab helps track how much has been allocated, released, spent and how much is remaining in each category.
Click View Options (A) to alter and expand your view :
(B) Spending Health
Provides indicators for spending status from "Healthy" to "Burning Fast"
(C) Expand Categories
Breaks down by sub-categories
(D) Hide Empty (recommended)
Hides any funding categories that have zero funds allocated
You can also view the Service Agreements by clicking View in the Service Agreements section. This will allow you to see the available service agreements.
To view more details, track spending progress, utilisation and trends, Click on category title (e.g. Core)
Expand Categories
1. Shows funding periods
2. Breaks down budget to sub categories, showing funding periods, budget, released, spent and available funding
Analytics Tab
The Analytics Tab breaks down budget distribution, spending trends and provider analysis and key metrics
Overview
Provides a snapshot/summary of budget distribution (A) and key metrics (B) . These can be handy to screenshot and send off in a report to the client
Spending Analysis
Outlines spending trends over the last 12 weeks of a plan
Provider Analysis
Provides a breakdown of participants and their spend over the selected time period. This is ordered by highest amount of funding in that period spent to lowest.
All Claims Tab
The All Claims Tab allows you to filter and view the complete history of claims and invoices. You can filter (A) by provider, status, support type, amount and date of service. You can also export all invoices into a report (B).
Approvals Tab
If you have approvals set up for your participant, this tab will show any claims pending approvals.
Documents Tab
The Documents tab allows you to access files that have been shared to a participant’s profile. You can view and download documents directly from here.
Privacy Mode Settings (A)
Enable (B) when you want to securely move between participants. This ensures the list of participants is not visible if you are on the road or meeting with participants.
Once enable is selected, enter the participant name to view their dashboard.
OR
Switch (A) between participants recently viewed or navigate back to your list (B)
