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My Clients

Overview​

The My Clients section allows Care Managers to view and manage clients assigned to their profile within the Sensible Care platform. This section provides a centralised workspace for accessing client information, monitoring client status, and reviewing funding and service details.

To access this section, select My Clients from the left-hand navigation menu. The page includes search and filtering options that help Care Managers quickly locate assigned clients and review their funding utilisation. Selecting a client displays additional information, including the client profile and budget overview, enabling Care Managers to efficiently monitor client records and manage ongoing care activities.

Searching for Clients​

The search function allows Care Managers to quickly locate an assigned client by entering the client's name or other relevant information into the search field. This feature simplifies navigation and helps users access client records more efficiently.

Client Status Filters​

The My Clients section provides status filters that allow Care Managers to organise and view clients based on their current service status.

The available filters include:

  • All — Displays all assigned clients.
  • Active — Displays clients currently receiving active services.
  • Self-Managed — Displays clients who manage their own funding and services.
  • Service Ended — Displays clients whose services have concluded.

These filters help Care Managers quickly navigate their client portfolio and focus on specific groups of clients when required.

Budget Management Filters​

The Budget Management filters allow Care Managers to view assigned clients based on their current budget utilisation. Clients can be filtered by utilisation ranges or budget status, including Under Pace, On Track, and Over Pace, helping Care Managers quickly identify clients who may require budget reviews or funding-related follow-up.

Selecting a client from the client list displays the client's Budget Overview, providing a summary of the starting balance, spent funds, planned spend, committed funds, available balance, and estimated remaining balance. This enables Care Managers to monitor funding utilisation and support effective care planning and budget management.