Activity

Overview

The Activity section provides Care Managers with a centralised view of important updates and events associated with their assigned clients. This section serves as a live activity feed, helping users stay informed about changes relating to client records, budgets, status updates, and invoices.

To access this section, click Activity from the left-hand navigation menu.

Activity Categories

The Activity page organises updates into different categories, allowing Care Managers to quickly filter and review relevant information. Available activity types include client synchronisation updates, status changes, budget-related activities, and invoice updates. This helps Care Managers monitor ongoing client activities and remain informed about important events that may require attention or follow-up.

The Refresh option can be used to retrieve the latest activity information and ensure that the displayed records are up to date. Regularly reviewing the Activity section helps Care Managers maintain visibility across their assigned clients and supports effective care coordination and service management.