About Circle of Care

A Circle of Care serves as a comprehensive hub for all information related to the Participant (your Client) on Comm.care. Each Client has a dedicated Circle, where users can access all the activities, appointments, documents, and services provided, along with details about everyone involved in caring for the Client.

Access Circle directly

On your home page, click on the Circles tab and select a Circle from the list. Then you will be brought to a Circle page.

Explore the sub-tabs within the Circle to access specific information:

  • Your Circle's Name: An overview of your client and updates of activities within this Circle.
  • Calendar: View and create appointments with this client.
  • Timeline: View and create records related to this client.
  • Roadmap: View and add support services to be delivered to this client.
  • Participant: View and manage all people involved in caring for this client.

Note: Your access level determines whether you can read, update, or create information within a particular circle.

Access Circle from Organisation

On the Organisation tab, click the sub-tab Circles to see all Circles that your organisation provides services to, even if you cannot access all of them.

Use filters on the right to quickly search for circles based on criteria such as:

  • Name: Name of the circle(s)
  • Status: Status of the circle(s). It can be Active (default), Inactive, or All.
  • Roadmap services: A particular service from the list of all services your organisation offers. By default, the All option is selected.
  • Roadmap status: Status of a roadmap's service. It can be Active (default), Inactive, or All.
  • % budget utilisation: Percentage of budget utilisation of a roadmap's service, filtered by entering a greater/equal or less than/equal value (number).

Tips for using the % budget utilisation filter: This filter help you identify which clients are exceeding (> 100%) or falling below (< 100%) their budget. Then you can discuss with these clients about adjusting their current roadmap, either to reduce or pick up more services, to optimize their budget. For example, if a client is underspending, you can suggest additional services like a camping trip to their roadmap.

  • End date: The end-of-contract date, filtered by selecting before or after a particular date.

Tips for using the End date filter: Given the time-intensive nature of contract renewals, it's advisable to select a date at least one month in the future when using this filter. This approach enables you to identify clients approaching contract renewal, allowing for proactive planning and ensuring a smoother renewal process.

  • Participant: Commonly-used fields of information related to participant within a circle. Select one or multiple fields based on your preferences, and enter the value.

On the list of Circles, you can click on a Circle's name to go to that circle's page (only if you have access to that Circle). Also, you can click on the star icon to mark as your frequent Circle, this allows you to quickly access the Circle from your homepage.

Also, you can see the business metrics for each Circle by sorting the Period (by Weekly, Monthly, Biannually, Financial Year).

  • Instances: the total number of progress notes created within the period.
  • Total Hours: the total number of support hours provided to the Circle within the period.
  • Actual: the total amount of revenue generated from the Circle within the period.

Last but not list, you can Download the filtered information as a CSV file too.