Support coordinators are not considered to be a support worker in Careflo because they do not generally conduct service visits (appointments) at the participant’s property.
To add a new support coordinator simply add a new member of staff and give them read and write permissions to the service user NDIS module.
To add a new member of staff please follow the below steps:
Under the Staff module, Click the Staff button followed by “Add Staff Member” button.
The “Code prefix” field is not mandatory. You can use this to add an identifier to the front of the new user ID that makes sense to you, for example “SC” for support coordinator. This user ID is shown all over Careflo and can also be searched for.
This will have created a new Staff member and Careflo User login.
Their login consists of your Careflo domain name (same as you use), user sign in email (this can be different from the contact email address) and password which is always set to “password” the first time they login.
Complete the staff checklist and add all the required information for contact details, payroll and contract terms.
Go to the Admin module and select the Users menu option. Set the permissions that you want them to have. At minimum a support coordinator will need:
Office User Functionality: "Read only".
Service User Module: "Read only"
NDIS Module: “Read and Write”. This will allow them to enter case notes and add timesheet entries for themselves. You can enable more features such as ability to enter/modify timesheet entries for other support coordinators by giving them the “Advanced” permission.
If you are adding a staff member that is not a support worker or support coordinator, like front of house or finance staff, then simply give them access to the modules they will be responsible for.
You can also give a support coordinator access to Nags and Information modules if they need access to that, and also to any other module you deem necessary for them.
Screenshot of most basic permissions
If the user will have permission to update the time sheet hours and select a user for a timesheet entry other than themselves then give them the "Advanced" permission, otherwise they only need “Read and Write” permission. You can also give the support coordinator access to other modules as required, for example Nags and Information module as you require.
Adding permissions to enter timesheet entries and case notes
This can be enabled without giving access to Finance module. Under Admin -> Users, select the support coordinator and in the User Groups give them the following 3 individual permissions by searching "finance" and clicking on them:
If the support coordinator needs ability to update participant budgets
This can be enabled without giving access to Finance module. Under Admin -> Users, select the support coordinator and in the User Groups give them the following 2 individual permissions by searching "finance" and clicking on them:
