Person first. Paperwork second.
A participant record that holds the whole picture — plan budget, goals, agreements, behaviours, communication preferences, household, document history. One page, no digging.
Margaret W. she/her
One page, the whole picture.
Person, not row
Pronouns, language, communication preferences. The first thing the page tells your staff is who they're working with.
Budget by line item
Plan total, line items, used vs remaining, projected exhaustion date. No more month-end surprises.
Tracked over time
Goals from the plan, with progress (small/medium/large), session links, and a rolling 4-week trajectory.
Versioned
Service agreements with templates, version diffs, e-acknowledgement, expiry alerts 30 / 14 / 7 days out.
Plans of support
Behaviours of concern with positive behaviour support plans, restrictive practice flags, debrief notes.
With provenance
Every uploaded document is stamped with who, when, and what version of which form. No mystery PDFs.
Linked records
Family, supports, advocates, GP, pharmacist — all linked, all reachable in one click.
Preferences honoured
Phone, SMS, email, NRS, AAC. The participant's preference is the default for every staff member.
Audit per resource
Diffable change history on every field. Who changed the address. When. From what.
See your participant chart, re-imagined.
Send us a (de-identified) example. We'll model the participant in Sahajilo and walk you through what changes.