Self-serve portal

The Brevity Self-Serve portal is a platform for the support workers to manage their own roster and care management for their clients. Support workers and team leads can see a list of clients assigned to them by the Admin and can see their profile information, funding info, documents and care notes all in one place.

They can record session details as billable or non-billable against a budget item from the client profile screen. This will record a timesheet and care note at the same time. The system will not allow recording of billable times if outside funded period or budget has been used.

Support workers can schedule shifts for their clients and can then add a timesheet/record against it when it is complete, all of these are done in an interactive calendar in the portal, so that they get a better view of when the shifts are scheduled and for which clients, they can change the calendar view to week, fortnight or month to display the shifts and their details.

For further details with Self-Serve portal, you can click on this link