Client Portal
A secure, personal space where a Client can see their own information, set up and managed by your organisation.
When your team makes a change to an Appointment, it shows in the Portal as it happens.
A shared view of the Budget makes it easier to talk through what's available.
Service Agreement
The agreement between a Client and your organisation that sets out the supports they receive and the Funding behind them.
Any changes they make are saved straight to their record.
You decide which details each Client can edit and which they can only view.
Every Request is kept as a Record your team can see, follow up and close.
Your team adds the Documents, so the version they see is always the current one.
Nominee
A person a Client chooses to act or receive information on their behalf, such as a family member or someone they trust.
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