Step 3: Manage Support Providers List

People Providing Support

Participants can include all the people involved in providing support to the client, but are not necessarily a reflection of everyone who will be providing care to the client. Participant(s) can be both from within your organisation or from a different organisation.  Either way, the person(s) must be a registered ‘user’ of the eReferral system.

There are three types of people providing support:

1.    Key Participants

• There can only be one key participant for a Support Plan.
• The person who creates the new Support Plan is automatically the key participant, however this can be changed to another participant if required.
• The key participant can add active and non-active participants to the Support Plan.

2.    Active Participants

• There can be multiple active participants and there is no limit to the number of active participants on a Support Plan.
• Active participants can add other participants to the Support Plan but only if they have been given edit access to the plan by the key participant (see Access Levels).

3.    Inactive-Participants    

• There can be multiple inactive-participants with no limit to the number.
• Inactive-participants are people or services that have been added to the support plan but are unable to have direct input into the plan.
• They either have not been granted edit access or they are external participants (non S2S members)
• Examples of inactive participants are:
  • people or services that are s2s members but who have either not been given access, or not yet accepted an invite to a plan
  • external GP's that do not have access to the eReferral System
  • the Client
  • The client's carer
     

Permissions

View

Permission to view or have access to the support plan is given by the client. If the client consents for a individual/service to view the support plan, view will be set to 'Yes'. Both internal (S2S members) and external (non S2S members) can have 'View' permissions, however only S2S members can access the support plan online. Non S2S members must be sent or printed a copy of the plan to view. Support plan participants are also able to record whether a non s2s member has received a copy of the support plan and when the last copy of the plan was sent.

Planning

The person who Adds another support plan participant can choose to allow that individual/service to have planning permission.

Edit

A person who has planning permission will have edit access to the plan if the Access Level of the plan is levels 2, 3 or 4 and the participant is an S2S member.

Invitation

The person who Adds another support plan participant can choose to send an invitation and has the ability to write an invitation note. Support plan participants are also able to record whether a non s2s member has accepted an invite.