This new dashboard gives you a clear view of the transition ahead and helps you understand the key challenges to plan for. When used with the new Support at Home bulk tooling, it breaks down what might seem like a large and complex task into smaller, manageable steps, making the transition easier to plan.

The transition dashboard is designed to:

Let’s look at an example:

Here we can see a breakdown of all the HCP rates a company currently has and the types of services they belong to.

There are 8,477 visits which need to be mapped to a Support at Home service. 715 of those are schedule rules and 1,015 are exceptional. Therefore, only 20% of the total number of visits need to be mapped to achieve full Support at Home coverage.

This approach means that not all visits must be mapped to complete the migration process. Only the schedule rules and exceptional visits need to be mapped to reach 100%.

By focusing on mapping the schedule rules and exceptional visits, the migration for visits is complete.

The transition dashboard also allows you to view your mapping progress. In the example below, 61 scheduled rules and 1,978 exceptional visits require mapping to Support at Home rates.

The goal is to reduce these numbers to zero by utilising the Support at Home bulk mapping tools and monitoring the percent of HCP rates vs SaH rates move towards 100.

We’re introducing a new Starter Tier in our analytics, providing staff with access to essential dashboards such as budgets, incidents, and cancellation metrics. This new tier lowers the access barrier, ensuring staff can easily access critical data to make informed decisions in managing a care business.

At the core of every successful care business is the ability to make informed decisions, and data plays a critical role in that. With the Analytics Starter Tier, we aim to lower the barrier for staff access, making it easier for everyone to get the data they need to help the business thrive.

The Starter tier is ideal for team members who need to track essential business data without the need for advanced customisation or dashboard creation. It ensures that critical data is accessible without the complexity of advanced features, giving essential insights for your whole team, without the need for customisation or data modifications.

This new Starter tier will be offered for free from May 7th until August 7th for all users to allow visibility of new budgeting and Support at Home tables. We continue to offer the read-only and super user  tiers, which provide additional features for users who need to create, customise, and share their own dashboards.

The ability to assign staff to an analytics tier can only be completed by someone with the correct permissions. You will either need to edit an existing access role to include this permission or create a new one and assign it to relevant staff.  

For staff to have access to these analytics, we must complete a few steps:

Navigate to Settings by clicking the three dots next to your name in the navigation bar, and then select Access roles under the Your team heading.

Tick the Subscription & billing box to give permissions to assign analytics tiers to other staff.

By introducing the starter role and building the essentials dashboards we’re lowering the barrier so that all staff can access this critical data they work with daily. We believe everybody in care should have the insights needed to make informed decisions – this initiative reflects that.

Navigate to Settings by clicking the three dots next to your name in the navigation bar, and then select Staffers under the Your team heading.

You will see your total staffers listed. Looking along the filter columns, you will see one for Analytics. Here, it will say if your staff member is already assigned a tier, or say none, if no tier has yet been assigned. Using the drop-down, you can assign a tier to the selected staffer. This then grants them access to the analytics level you have selected for them.