Loading allied health evidence…

No allied health reports on file yet.
Connect an allied health professional to add them to a participant's care team.

+ Connect AHP

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Track every allied health connection — reports received, overdue, and what's needed for plan review.

+ Connect AHP

PROFESSIONALDISCIPLINEPARTICIPANTREPORTGOALSTATUS

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Loading evidence hub…

No participants in your caseload yet.
Add participants with plan end dates to see review readiness here.

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Evidence hub — documents, shift notes, and allied health reports aggregated per participant for plan review prep. Missing items? Upload via AI File Drop — filed documents appear here automatically.

AI File Drop →

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Plan ends {{ r.planEnd }}

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READY

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Nothing ready yet

MISSING

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Nothing missing ✓

No budget data yet.
Add participants and plan budgets to track Core and Capacity usage.

PARTICIPANTCORE SUPPORTSCAPACITY BLDGPLAN ENDSSTATUS

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{{ b.planEnd }} At risk On track

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No service agreements yet.
Agreements appear here as providers are engaged for your participants.

PROVIDERPARTICIPANTSERVICEENDSSTATUS

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No participants in your caseload yet.
Add a participant or accept a referral and they'll appear here.

Your caseloadConsent status · plan dates · provider links

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No providers linked yet.
Providers appear here as you engage them for your participants.

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HOURS / WK

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AGREEMENT

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PARTICIPANTS

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No budget data yet.
Funds-under-management and delivery figures appear here once plans and service delivery are recorded.

No goal data yet.
Participant goals and progress appear here as plans are added.

Referrals

Manage incoming referrals and connect participants with providers and allied health

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Incoming · {{ incomingCount }} Sent · {{ sentCount }}

No incoming referrals yet.
Referrals sent to your organisation will appear here.

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Open

No sent referrals yet.
Use “Send referral” to refer a participant to a provider or allied health professional.

REFERRED TOPARTICIPANTDATE SENTSTATUSNEXT ACTION

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EMAIL

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PHONE

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CASELOAD

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active participants

SERVICE REGIONS

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Qualifications

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Add coordination note

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Save note

No coordination notes yet — select a participant and add one above.

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Documents{{ addNoteEl }}Upload

No documents yet.
Click Upload to file a plan, consent, agreement or report — it appears here instantly.

DOCUMENTPARTICIPANTTYPEDATESTATUS

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Welcome, {{ userFirst }}. Your caseload, plan reviews and budget alerts are all tracked right here.

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Participant caseload

Plan utilisation · next review · risk

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{{ p.usePct }} used

Review

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{{ p.risk }} Open →

No participants in your caseload yet.
Add a participant or accept a referral and they'll appear here.

Plan budget health

Across your caseload · this plan period

No budget data yet — add participants and plans to see Core, Capacity & Capital usage.

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Service Web

Provider & allied-health connections

Select a participant to map their engaged providers and unmet needs.
Connections appear here as you add services and referrals.

Tasks & reviews

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No coordination tasks yet — add your first above.