# Quick Start for Support Coordinators (5 Minutes) Welcome to Comm.care! This quick guide will help you understand your role and get started managing participant care. ## What is Comm.care? As a Support Coordinator, Comm.care helps you: - **Manage Circles of Care** - Each participant's complete record - **Create Service Roadmaps** - Plan services aligned with participant goals - **Track Progress** - Monitor service delivery and goal achievement - **Coordinate Teams** - Manage which staff support each participant - **Report Hours** - Track your billable coordination hours --- ## Key Concepts (1 minute) **Circle of Care** = Everything about one participant - their profile, goals, services, documents, and team. **Roadmap** = The services you'll arrange for a participant over time. **Timeline** = The participant's history - all documents, notes, and activities. **Coordination Hours** = Your billable time (often non-face-to-face) spent coordinating care. --- ## Your First Steps (2 minutes) As a Support Coordinator, your typical workflow: 1. **Onboard Participant** - Create their Circle of Care 2. **Build Roadmap** - Add services based on their plan 3. **Assign Team** - Give support workers access to the Circle 4. **Coordinate Services** - Schedule appointments 5. **Monitor Progress** - Review progress notes and track goals 6. **Track Your Hours** - Record coordination activities --- ## Navigation Basics (1 minute) **Top Menu:** - **My Circles** - Access participants you coordinate - **My Organisation** - Manage services and staff (if you have manager access) - **My Calendar** - Your coordination appointments - **Stream** - Latest activities across your participants **Within a Circle:** - **Profile** - Participant basic information - **Roadmap** - Services being delivered - **Timeline** - All documents and progress notes - **Calendar** - Participant's appointments - **Goals** - Track progress toward outcomes --- ## Managing Your First Circle (1 minute) ### Quick Setup: 1. **Create Circle** → Go to My Circles → Create New Circle 2. **Add Services to Roadmap** → Match participant's plan 3. **Assign Support Workers** → Give staff access to Circle 4. **Set Goals** → Document participant's goals 5. **Create Appointments** → Schedule services with staff **Tip:** You can create appointments directly from the Roadmap! --- ## Tracking Your Coordination Hours **Important for NDIS Coordinators:** You can bill for non-face-to-face activities: - Phone calls with providers - Care plan development - Service coordination meetings - Documentation review - Crisis response **How to track:** Create progress notes or use the billing hours feature to record your coordination time. --- ## What's Next? **Complete Coordinator Guide:** ➡️ [Full Coordinator's Guide](../by-role/coordinators.md) **Deep Dives:** - [Circle of Care Management](../features/circle-of-care/) - [Tracking Coordination Hours](../features/invoicing-claims/support-coordination-billing.md) - [Setting Goals](../features/circle-of-care/goals.md) **Comprehensive Training:** - [4-Week Bootcamp](../onboarding-programs/bootcamp-4-week.md) - Week 2 focuses on participant onboarding --- ## Daily Tasks for Coordinators **Morning:** - Check notifications and updates - Review new progress notes from yesterday - Check appointments for today **During the Day:** - Coordinate with support workers - Respond to participant/family queries - Create or update service plans - Schedule new appointments **End of Day:** - Document coordination activities - Record billable hours - Follow up on any incidents or issues --- ## Common Coordinator Tasks ### Creating a Circle: **My Circles** → **Create New Circle** → Fill participant details → Save ### Adding Services to Roadmap: Open Circle → **Roadmap** → **Add New Service** → Select service → Set dates ### Setting Goals: Open Circle → **Goals** → **Create New Goal** → Enter goal details → Save ### Assigning Support Workers: Open Circle → **Team** → **Manage Access** → Add staff → Set role → Save ### Creating Appointments: Open Circle → **Calendar** or **Roadmap** → **Create Appointment** → Assign staff --- ## Need Help? - [Full Coordinator's Guide](../by-role/coordinators.md) - [Contact Support](https://conversations-app.brevo.com/) - [Circle of Care Guide](../features/circle-of-care/) --- **You're ready! Start by creating your first Circle of Care.**