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.
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:
Note: Your access level determines whether you can read, update, or create information within a particular circle.
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:
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.
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.
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).
Last but not list, you can Download the filtered information as a CSV file too.