Support Coordination

This page guides you through the creation and management of Support Coordination records.

These are the topics on this page:

Introduction

Support coordination tracks and facilitates the supports and services that have been engaged to assist the participant to achieve their goals as outlined in their NDIS Care Plan and the organisations Service Agreement.

Coordinating the participants supports and services within the Brevity web application is undertaken through the Support Coordination module which is accessed by selecting the Care Management>Support Coordination sub-menu.

Additional information on support coordination can be viewed on the NDIS website.

Additional Support Coordination record functions

For information related with adding services, quotations and budgets to the Support Coordination record please refer to the following topics:

Navigating the Support Coordination Page

The following is an outline of the fields that comprise the Support Coordination page:

Name: This field is used to specify the name of the support coordination record, the input of data is optional, however data entered should be meaningful. as example the client name and currency dates of the plan (Aarons, Daniel - 1942 - PLAN - 06/21 to 07/19)
Client: This is a drop down field that lists the name of client for which the support coordination profile relates.
Funding Source: This is a drop down field that lists the funding source, select the one applicable to the client.
Engagement date: The date that the coordinator was engaged to support the client. The date can be specified as free text or by using the calendar picker.
Plan Start Date: This field is used to register the start date of the clients plan. The date can be specified as free text or by using the calendar picker.
Plan End Date: This field is used to register the end date of the clients plan. The date can be specified as free text or by using the calendar picker.
Managing Person: This is a drop down field that lists the name of organisational employee managing the clients support coordination.

Create a Support Coordination Profile

To create a Support Coordination record observe the following steps:

Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
From the Support Coordination List page click the New button to open up a new Support Coordination page within the web browser.
Within the Name field input a description of the support coordination record.
This information can be based on the client name and currency dates of the plan (for example Aarons, Daniel - 1942 - PLAN - 06/21 to 07/19)
Within the client field, either input the client name or click the drop down list to select the required value.
Within the funding source field, either input the funding source or click the drop down list to select the required value.
Within the Engagement date field specify the date that support coordinator was engaged to support the client. The date can be specified as free text or by using the calendar picker.
Within the Plan Start date field specify the date that client’s plan commenced. The date can be specified as free text or by using the calendar picker.
Within the Plan End date field specify the date that client plan will cease. The date can be specified as free text or by using the calendar picker.
Within the Managing persons field, either input the employee name or click the drop down list to select the required value
Select the SAVE button to create the Support Coordination record.
Upon creating the record you can proceed to assign the budgetary, service and quotation elements to the support coordination record profile

Edit a Support Coordination Profile

To edit a Support Coordination record observe the following steps:

Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be edited.
Either click on the edit button or double click on the Support Coordination record to open it within the Group page.
Additional to editing the field values on the support coordination record, you can also add new or updating existing budget, quote and service records.
Select the save button to update your changes to the support coordination record.

Delete a Support Coordination Profile

Although not recommended, and you are referred to the notes on record deactivation, the removal of the Support Coordination record will also remove all budgetary, service and quotation record. To delete a Support Coordination record observe the following steps:

Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button from the Delete Record pop-up screen, to remove the selected record. Record listing will refresh.

Update the Activity Status of the Support Coordination Profile

To edit the activity status of a Support Coordination record observe the following steps:

Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be edited.
Either click on the edit button or double click on the Support Coordination record to open it within the Group page.
To deactivate the Support Coordination record select the Deactivate button.
The Support Coordination record page will refresh, all fields will be disabled.
To activate the Support Coordination record select the Activate button.
Once done, you can exit back to the Support Coordination List.

Support Coordination record Mail Merge

The Support Coordination feature is supported by a mail merge capacity, that allows the organisation to incorporate data from the support coordination into a custom designed MS Word report.

To access the Mail Merge feature click on the MAIL MERGE button located in the ribbon bar to expand the mail merge panel.
To create a support coordination template click the Download template link to present the following pop-up screen within the browser.

Select the OK button to open the supportcoordination template into MS word
Once MS Word opens:
Enable editing
Select the developer menu

Select the XML Mapping Panel to open XML Mapping Panel located to the right of the word document

From the Custom XML Part drop down list select the http://brevity.com.au/supportcoordination XML part
Expand the supportcoordination to list the support corrdination data fields that are available for assignment into the word document.

Establish the document structure
To assign the data links position your cursor in the word document where the data link will be located.
Right click the data element from within the XML list to present a floating menu, listing the option > Insert Content Control.

selecting the menu option > Insert Content Control, will list a set of object options. Select the option Plain Text.

The selected item of data will be positioned into the word document.

Repeat these steps until all the necessary data fields have been embedded into the word document.
Save the word document off onto a drive folder.
From within the Mail Merge panel of the Support Coordination list page select the Upload document link to open the File Upload screen within the browser.

Within the File Upload window, search for and select the support coordination document.
Select OK to update the Mail Merge panel with the support coordination document
To undertake a mail merge, ensure the required record is selected within the Support Coordination list page.
Select the floating menu as denoted within the […] to the right of the word document. Select the Mail merge option to generate your mail merged support document.

An example of the output is shown on following