A Circle of Care (Circles) is a place where you will find everything related to the Participant (your Client). There is one Circle for each Client in this case management software, within which you and other users will find the latest events, appointments, documents, and services provided, as well as the other people that look after your Client.
Within the Circles section under your Organisation, you will find all the Circles that the Organisation is providing services to, even if you cannot access all of them. This allows you to search for Circles and avoid creating duplicates.
The filters on the right allow you to extract data from the Circles by name, status, roadmap (services,% budget utilisation, end of contract), documents, and many more. All the filtered information can be downloaded in CSV format.