Before arranging support, create a profile for the recipient who will receive the service. A complete, up-to-date profile helps Mobility and support workers understand the person’s needs, preferences and support requirements.
Adding a recipient
- From the main menu, choose Recipients and select the option to Create Recipient.
- Complete the required fields and add any other information that could help a worker prepare to provide safe, respectful and person-centred support. A recipient profile can include:
- contact details
- funding type
- home address
- emergency contacts
- condition information
- clinical notes
- a care/support plan summary
- Once you Save, scroll down to the bottom and upload any documents such as clinical notes or care plans to their file. Please note it is essential to provide support plans for NDIS participants.
Arranging support for a house
If a worker will support several people at one house, create a profile under the house name. Jobs can then be posted against that house profile rather than an individual recipient profile where that setup is appropriate.
Adding recipients in bulk
If you need to add multiple recipients, the bulk upload function allows you to upload recipient information using a single Excel file, rather than adding each recipient individually.
- From the main menu, select Bulk Uploads, then Recipient Upload.
- Select Template Example to download the Excel template showing the fields required for your recipient data.
- Complete the template with your recipient information, ensuring the data is entered in the required format.
- Under Providers, select your business from the list.
- Select your completed recipient file and click Upload.
Once the upload is complete, review the recipient information displayed on screen to check that the records have uploaded correctly.
