A Circle of Care is the place where you will find everything related to a participant (your client). There is one circle for each client, within which you and other users will find the latest events, appointments, documents and services provided.

When you record a service delivered (aka create Progress Note) that circle is considered active for the calendar month. Subsequent progress notes are covered for the rest of the month. If your organisation didn't create a progress note within a particular month, you won’t be charged for that circle of care.

Documents are added in your Client’s Circle, through their Timeline. Assessments, Case Instructions, Notes and Personal Plans can be added, either using the default settings, or using a template that your organisation has uploaded or created. These templates are incredibly useful, and are completely customisable to fit your organisation’s requirements.

Your client’s data is secure from unauthorised internal and external access. Firewalls and password protection prevent external access, while internally, permission controls limit what can be seen by individuals and organisations. We advocate for transparency, therefore if any changes are made, the appropriate people are notified, and client consent is required to add in a new organisation or personal role into their circle.