How to add Person and Plan Manager to a Circle
In Comm.care, a Person (such as Care Recipient, Carer, Plan Manager) can be added to Circles in order to store their personal information. They are managed on the 'Participant' tab under Circles.
Note: You can only create a claim when there is at least one Care Recipient in that Circle.
To add a Care Recipient (Client) or Carer
Go to:
My Circles > Choose the Circle > Participant > +Add(On the top right) > New Person
Add Care Recipient (Client) or Carer
- Switch on the option Care Recipient or Carer.
- Fill in all the information in each section. When you hover over a question mark, you will know that information is required by the NDIS or DSS.
- If your Organisation is integrated with MYOB: fill in MYOB Account Name and Account ID
- If you want to send statements or invoices to them, remember to add their email address
- If you want to add Informal user to Care Recipient (Client), switch on the option ***Has Carer >***Save changes
To add a Plan Manager
Note: If the Circle is plan-managed, the Plan Manager should be added to the Circle's participant tab, in order to receive invoice emails from Comm.care.
Go to:
My Circles > Choose the Circle > Participant > +Add > New Person
- Switch on the option Plan Manager
- Fill in Institution Name and Plan Manager's name
- If your Organisation is integrated with MYOB: fill in MYOB Account Name and Account ID
- Important: remember to add their email address so that Comm.care can send invoices to them, and then**> Save Changes**
Set Care Recipient/ Carer/ Plan Manager as claim recipient
To send invoices or statements to a Care Recipient, Carer, or Plan Manager, you have to set claim recipient for each Roadmap of the Circle.
Go to:
My Circles > Choose the Circle > Roadmap > Add New Service or select the service to edit > Set the Care recipient/ Carer/ Plan manager as the claim recipient > Save changes
If it is NDIS-funded service, when you select that it is managed by Plan Manager, the Plan Manager will be auto-selected as Claim Recipient. You may want to select Carer or Care Recipient as Claim CC so that they can receive a notification email each time an invoice or statement is created.
