Participant lifecycle
Referrals to service commencement
New referrals, intake progress, missing information, plan reviews and goal evidence.
New referrals
1
This week
Waiting on documents
3
External contacts reminded
Plan reviews due
2
Next 60 days
Goals without recent evidence
1
Review required
Onboarding pipeline
| Participant | Source | Stage | Missing | Updated |
|---|---|---|---|---|
| Joty Sharma | Support Coordinator | Documents requested | Support plan, Consent form | Today |
| Alex Nguyen | Family | Manager review | Medication chart | Yesterday |
| Mia Collins | Plan Manager | Agreement | None | 11 Aug 2026 |
| Daniel Brown | Hospital discharge | Initial review | Hospital discharge summary, OT report | Today |
| Priya Kapoor | Support Coordinator | New referral | NDIS plan | Today |
| Tom Fielding | Allied Health | Ready for service | None | 09 Aug 2026 |
Joty Sharma
SourceSupport Coordinator
StageDocuments requested
MissingSupport plan, Consent form
UpdatedToday
Alex Nguyen
SourceFamily
StageManager review
MissingMedication chart
UpdatedYesterday
Mia Collins
SourcePlan Manager
StageAgreement
MissingNone
Updated11 Aug 2026
Daniel Brown
SourceHospital discharge
StageInitial review
MissingHospital discharge summary, OT report
UpdatedToday
Priya Kapoor
SourceSupport Coordinator
StageNew referral
MissingNDIS plan
UpdatedToday
Tom Fielding
SourceAllied Health
StageReady for service
MissingNone
Updated09 Aug 2026
Goal evidence
Approved evidence captured through daily support.
- Increase community participationProgressing
John Wilson - 14 evidence entries
- Use agreed calming strategies independentlyProgressing
Jack Anderson - 21 evidence entries
- Attend the community garden weeklyMaintained
Sarah Miller - 27 evidence entries
- Travel independently to TAFENot started
Emily Carter - 0 evidence entries