Staying on track

It’s not easy to remain focused on the big picture when you work in the community care sector. As much as disability and aged care professionals are skilled and driven by a sense of purpose: the pressures and strains of daily workloads can take your time and focus away from what matters most for each individual.

And what’s that? Helping people to meet holistic goals. Whether that’s helping people to recover, improve their health or skills, gain more independence or enjoy life more fully.

Day-to-day interactions and tasks do not exist in isolation. Every touch point with a client feeds into their larger experience and their overall progress or quality of life.

Connecting the dots for everyone involved in coordinating and delivering care so that goals are understood and being met, requires systems that help you see and track a person’s journey and the steps needed to achieve desired outcomes.

All you need is the plan, the road map, and the courage to press on to your destination. - Earl Nightingale

A clear roadmap is essential

Community care organisations need to bridge the gap between where a person is now and the objectives set out in their plan. They need to understand what’s required at each step, and—logistically—how and when it will happen.

That’s why includes a roadmap for every client (or circle of care, as we call them). The roadmap provides a high-level view of goals and services to be delivered within specific time frames.

Improved roadmap helps you keep track

Your success in helping people depends on knowing which steps are needed to get you to where you’re going, but also being able to easily see how you’re tracking.

If the journey is progressing at the wrong pace, or making poor use of the available resources (funding/budget), then the overarching objectives are put at risk.

Recent improvements to make it possible for organisations to gain insight into how effective your delivery of care is compared to the budget and timing (start and end dates) for each support service.

For each service added to a client’s roadmap, organisations can now allocate a total budget.

| Adding a service to a roadmap now includes a budget automatically determines the actual expenditure based on the delivery notes your providers complete after an appointment.

When services are delivered and recorded in the platform, each support service included on a roadmap is updated so that you can see at a glance the percentage of actual expenditure to date proportional to the total budget/total contract length.

You can now see at a glance your utilisation rate for each support

We call this the utilisation rate: the closer your utilisation rate is to 100%, the closer the alignment between how much you’ve spent/delivered proportional to the length of time you are contracted to deliver that service.

Utilisation rate figures are calculated and updated every evening.

So let’s say you’ve spend 20% of the total budget, and you’re also 20% of the way through a year-long contract—the utilisation rate would be 100. And you’ll know you’re on track to deliver the right amount of supports within the time frame.

Under 100% means you haven’t delivered the level of supports expected by that stage.

It’s important to note, the utilisation rate is based on service delivery being spread evenly across the time of the contract. There might be good reasons, but it might also be an oversight.

Being close to 100% gives you a good indication you’re on track.

You can quickly gauge whether funds are being used too slowly or quickly over the time frame of the roadmap, so you can reconsider the timing and resources being invested in the delivery of a support service.

Find clients that need attention

This additional level of detail within roadmaps also affects the way you can filter your searches within, to identify client that may need attention because services are not being delivered in a timely way or where a contract is due to finish.

You can filter searches to discover:

  • Clients whose utilisation rate is below a certain percentage
  • Clients whose contract for a service will end before a certain date.

These features not only ensure you can help clients’ address the objectives laid out in their plan, they help your organisation manage its obligations well and remain financially viable.

Filter client profiles (circles) to identify services or contracts that need attention

Make space for good surprises

Never let a budget go under-utilised or a contract expire without your knowledge: these are missed opportunities that make life harder for both your client and your organisation.

Reduce the need for a last-minute flurry of activity or delays—it gives your whole team more space to engage and delight people at the centre of care.

The best part of the journey is the surprise and wonder along the way. - Ken Poirot

You can’t foresee every bump in the road, but you can be more prepared and organised in the way you help clients achieve goals, so you can be certain your day-to-day work is making a meaningful difference. by Pnyx is designed to make life easier for community care organisations, so you can focus on what you do best. Read our tutorial about adding services to a roadmap.