For provider teams
See the platform.
Plan your evaluation.
A practical guide to the workflows your care, operations, finance and leadership teams should inspect together.
The diagrams explain workflows. They are illustrations, not product screens or customer results. Review exact features and responsibilities in your demonstration.
Illustrative example · fictional details
One visit, read by four teams
- Service
- Personal care · Support at Home
- Client
- Demo client A
- Visit
- DEMO-0142 · Tuesday 09:00–10:00
Care
Care recorded
- Clock in 09:02, clock out 09:58
- Care note, tasks 4 of 4, client confirmed
Workforce
Hours for approval
- Rostered 09:00–10:00, clocked 09:02–09:58
- Timesheet awaiting a coordinator
Finance
Charges for review
- Client contribution, government subsidy
- Quarterly budget and monthly statement
Governance
Evidence for review
- Visit record and care note as evidence
- Linked to a standard outcome by a person
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01 / Evaluation focus
One operating record
Care, workforce, finance and governance belong in the same evaluation. Start with the workflow under pressure and agree how the surrounding records will be used.
- Follow a change from the source record to management review.
- Confirm which modules and roles are included in your scope.
- Agree the systems that will remain and their hand-off points.
02 / Evaluation focus
Residential care, in context
Evaluate daily care alongside shift coordination, clinical review and quality oversight, with the resident record as the starting point.
- Trace a change in care needs into plan review and delivery.
- Inspect handover, medication and incident responsibilities.
- Confirm home-specific reporting and migration requirements.
03 / Evaluation focus
A coordinated day in home care
Bring visits, client needs and worker availability into the same conversation. Inspect what changes when a visit is cancelled, reassigned or needs follow-up.
- Reassign a visit and inspect the information available to the worker.
- Review qualifications, availability and continuity requirements.
- Confirm how delivered services reach finance review.
04 / Evaluation focus
Service delivery alongside the budget
Evaluate planned services, budget visibility, client contributions and claims preparation together. Confirm the program rules and interfaces relevant to your provider.
- Review a change to planned services against the participant budget.
- Confirm contribution, statement and adjustment workflows.
- Distinguish claim preparation from direct government submission.
05 / Evaluation focus
Service records ready for review
Start with the service delivered, the client record and the reporting information your team needs. Confirm CHSP scope explicitly during evaluation.
- Record a delivered service and inspect its reporting fields.
- Check corrections, review ownership and export requirements.
- Agree funding-program boundaries before rollout.
06 / Evaluation focus
From assessment to care delivery
Make assessment, care-plan review and care delivery part of one clinical evaluation. Inspect the underlying record and who can review, approve and act.
- Follow an assessment change through plan review.
- Check approval and handover responsibilities.
- Confirm the clinical records and history required for migration.
07 / Evaluation focus
The medication round in context
Evaluate medication administration with the clinical team, including chart context, review responsibilities and the handling of exceptions.
- Inspect a round and how administration is recorded.
- Check the response to an omitted or changed medication.
- Agree pharmacy interfaces and clinical governance responsibilities.
08 / Evaluation focus
An incident needs an owner
Evaluate intake, review, notification work and follow-up as distinct responsibilities. Reporting preparation does not replace provider lodgement.
- Inspect awareness time, priority review and ownership.
- Follow the supporting evidence and next action.
- Confirm lodgement, acknowledgement and follow-up responsibilities.
09 / Evaluation focus
Evidence that can be reviewed
Bring evidence, review and improvement actions into the quality conversation. Inspect a source record instead of relying only on a dashboard status.
- Trace an evidence item to its source and reviewer.
- Review an improvement action and its next checkpoint.
- Confirm the standards and reporting obligations in your scope.
10 / Evaluation focus
A roster is an operational plan
Evaluate roster coverage alongside worker availability, qualifications and changes. Make the link to approved time part of the demonstration.
- Change a shift and inspect availability and qualification checks.
- Review open work, handover and staff communication.
- Confirm how actual time differs from planned time.
11 / Evaluation focus
Review the work behind the pay run
Start with approved time, then inspect validation, review and the outputs your payroll team needs. Confirm award or agreement coverage and effective rates separately.
- Reconcile an anonymised completed pay cycle.
- Inspect changes, exceptions and approval responsibilities.
- Confirm bank, accounting and lodgement interfaces in scope.
12 / Evaluation focus
Operational activity, financial review
Evaluate funding, invoices and reconciliation against the records that support them. Keep preparation, approval and external submission responsibilities explicit.
- Follow a delivered service into the finance review process.
- Inspect a classification or billing adjustment and its history.
- Agree accounting interfaces and reconciliation ownership.
13 / Evaluation focus
A management review with a source
Use the evaluation to trace agenda items, evidence and follow-up actions. Confirm the reports and permissions required by executives, quality teams and the board.
- Trace a report item to the underlying operational records.
- Inspect action ownership and review history.
- Confirm site-level and organisation-wide access boundaries.
14 / Evaluation focus
Useful at the point of care
Evaluate the care-worker experience around the actual shift or visit. Inspect tasks, observations and incident capture using the devices and connectivity your team works with.
- Walk through a representative shift or visit.
- Check what information each worker can view and record.
- Test device, connectivity and synchronisation requirements.
15 / Evaluation focus
A clearer view for families
Evaluate updates, planned visits and communication with the resident or client’s consent and access boundaries in view.
- Inspect what a nominated family member can access.
- Check consent, invitations and changes in access.
- Confirm how messages and requests reach the responsible team.
16 / Evaluation focus
Access and traceability are part of the decision
Review roles, access boundaries and activity history alongside published security information. Agree the evidence your procurement team needs.
- Test access using representative staff and family roles.
- Inspect activity history and administrative responsibilities.
- Review hosting, subprocessors, contracts and support arrangements.
17 / Evaluation focus
Agree the system boundaries
Start with the systems you intend to keep. Confirm each interface, direction of data movement, responsible owner and failure-handling process.
- Distinguish available interfaces from scoped or staged work.
- Agree source-of-truth and reconciliation responsibilities.
- Test an interface failure and the recovery process.
18 / Evaluation focus
Adoption in deliberate phases
Scope the first workflow, prepare the records and team, evaluate a pilot and agree the next phase. The rollout should reflect your services and operating constraints.
- Name the first workflow, owner and acceptance criteria.
- Agree migration, training and cutover responsibilities.
- Define the evidence needed before expanding the rollout.
Bring the workflow that matters most.
Use the guide to agree what your team needs to see, who should attend and which decisions the demonstration should support.