We have a philosophy that Members should only tell us their story once. Their story, goals, and, expectations are captured in a living document known that we call the Help Plan.

The Help Plan outlines what you are doing for the Member, and what you are doing with the Member, as well as anything you need to be aware of to deliver great outcomes for the Member.

To see your Member's Help Plan:

  1. Go to the "People" tab.

  2. Select the Member you'd like to view the Help Plan of.

  3. Select "Help Plan" from the menu.

You can also see your Member's Help Plan when you open a visit you're about to check-in to:

Common Questions

Can I suggest changes to the Help Plan?
Yes, you are encouraged to suggest changes. There are two ways you can do this:

  1. When you check-out of a visit the notes you leave to the Care Coordinator may be used to change the Help.

  2. You can contact the Care Coordinator directly and make your suggestions.

How do I know the last time the Help Plan was updated?


The Help Plan in the app is always the most up-to-date version. If you scroll to the bottom of the Help Plan there is timestamp indicating the last time the Help Plan was updated.

What if I have questions about the Help Plan?

If you have any questions about your Member's Help Plan, please contact our Customer Support Team on 1300 787 581 or email [email protected].

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How do I check out of a visit?

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