# About Circle of Care A Circle of Care serves as a comprehensive hub for all information related to the Participant (your Client) on Comm.care. **Each Client has a dedicated Circle**, where users can access all the activities, appointments, documents, and services provided, along with details about everyone involved in caring for the Client. ## Access Circle directly On your home page, click on the **Circles** tab and select a Circle from the list. Then you will be brought to a Circle page.  Explore the sub-tabs within the Circle to access specific information: - **Your Circle's Name**: An overview of your client and updates of activities within this Circle. - **Calendar**: View and create [Create or Delete Appointments](../scheduling-rostering/appointments.md) with this client. - **Timeline**: View and create [Timeline - Working with the persons records](timeline-and-records.md) related to this client. - **Roadmap**: View and add [About Roadmap](roadmap.md) to be delivered to this client. - **Participant**: View and manage all [How to add Person and Plan Manager to a Circle](adding-person-plan-manager.md) involved in caring for this client. > _**Note**: Your_ [How to add Person and Plan Manager to a Circle](adding-person-plan-manager.md) _determines whether you can read, update, or create information within a particular circle._ ## Access Circle from Organisation On the Organisation tab, click the sub-tab **Circles** to see all Circles that your organisation provides services to, even if you cannot access all of them.  Use filters on the right to quickly search for circles based on criteria such as: - **Name**: Name of the circle(s) - **Status**: Status of the circle(s). It can be **Active** (default), **Inactive**, or **All**. - **Roadmap services**: A particular service from the list of all services your organisation offers. By default, the **All** option is selected. - **Roadmap status**: Status of a roadmap's service. It can be **Active** (default), **Inactive**, or **All**. - **% budget utilisation**: Percentage of budget utilisation of a roadmap's service, filtered by entering a greater/equal or less than/equal value (number). > _**Tips for using the % budget utilisation filter**: This filter help you identify which clients are exceeding (> 100%) or falling below (< 100%) their budget. Then you can discuss with these clients about adjusting their current roadmap, either to reduce or pick up more services, to optimize their budget. For example, if a client is underspending, you can suggest additional services like a camping trip to their roadmap._ - **End Date**: The end-of-contract date, filtered by selecting before or after a particular date. > _**Tips for using the End date filter**: Given the time-intensive nature of contract renewals, it's advisable to select a date at least one month in the future when using this filter. This approach enables you to identify clients approaching contract renewal, allowing for proactive planning and ensuring a smoother renewal process._ - **Participant**: Commonly-used fields of information related to participant within a circle. Select one or multiple fields based on your preferences, and enter the value. ### Main Filter - **This period is Overbudget**: Filter NDIS-funded circles by whether the current Funding Period spend is 10% or more over the period budget (≥ 110%) - **This period is Underbudget**: Filter NDIS-funded circles by whether the current Funding Period spend is 10% or more below the period budget (≤ 90%) - **Roadmaps with expiration coming up**: Roadmap **To** date is within the next 30 days - **Funding periods with expiration coming up**: Funding Period **End Date** is within the next 5 days  ### This Funding Period Sub-filters for more granular tracking of NDIS Funding Periods:  - **Period % Budget Utilisation**: filter by how much of the period budget has been used - **Period End Date**: filter by when the current funding period ends --- On the list of Circles, you can click on a Circle's name to go to that circle's page (only if you have access to that Circle). Also, you can click on the star icon to mark as your frequent Circle, this allows you to quickly access the Circle from your homepage. Also, you can see the business metrics for each Circle by sorting the **Period** (by Weekly, Monthly, Biannually, Financial Year). - **Instances**: the total number of progress notes created within the period. - **Total Hours**: the total number of support hours provided to the Circle within the period. - **Actual**: the total amount of revenue generated from the Circle within the period. Last but not least, you can Download the filtered information as a CSV file too. --- ## Related Tutorials - [About Roadmap](roadmap.md) - [How to Create Circle of Care](creating-circles.md) - [Add Support Services to Roadmap](adding-services-to-roadmap.md) - [Roles and Access Levels](roles-and-access.md)