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Dashboard

The Home Dashboard is the main landing page after login. It provides a complete care overview for the day, including your active pathways, schedule information, budget position, and care team details — all accessible from one centralised location.

Getting Started​

After logging into the portal, you will automatically land on the Home Dashboard.

From here, you can:

  • View your active client profile
  • Review your care schedule and pathways
  • Monitor your budget position
  • Access your care team details
  • Perform quick actions without navigating away

The dashboard acts as your central hub for all care-related activities.

Dashboard Overview

The dashboard is divided into multiple sections to help you manage your care account easily.

Client Name​

The active client name appears at the top of the Home screen and in the portal header, confirming which client profile is currently active.

Care Overview​

The Care Overview section provides a daily summary of your current care activities.

What Is Displayed​

  • Active care pathways
  • Schedule information for the day
  • Notifications relevant to your care

Core Budget Overview​

The Core Budget Overview section summarises your current budget position at a glance.

What Is Displayed​

  • Services delivered to date
  • Expenses incurred
  • Committed future services
  • Available budget remaining

Budget Pathways​

The Budget Pathways section shows how your budget is being used across each care pathway.

What Is Displayed​

  • Pathway usage breakdown
  • Remaining budget per pathway

Care Team Summary​

The Care Team Summary section shows a brief overview of your assigned care team contacts.

What Is Displayed​

  • Assigned care team member names
  • Roles and contact availability

Quick Actions​

The Quick Actions section provides shortcuts to the most commonly used features in the portal.

Available Actions​

  • View Full Budget Summary
  • Transaction shortcuts where available
  • Care team contact shortcuts where available