Participant Plans Report

You can find the Plans report by navigating to the Reports page in Astalty and clicking Plans.

Report Overview

This report will show all of your Participants and details about their current plan.

If you don't have access to view all Participants, you will only see your assigned Participants in this report.

Filters

Primary Coordinator

Filter the report by the Primary Coordinator to view which participants a coordinator or team leader are the primarily responsible for their supports and maintaining their profile.

Service Coordinator

Filter the report by the Service Coordinator to view which participants a coordinator or team leader are providing support to.

Team Member

Filter the report to show the plans delivered by a specific team member. This provides a more comprehensive overview as it includes where the team member has been allocated as either the Primary and Service Coordinator, allowing you to more accurately monitor case loads.

Team

Display all plans linked to the team members within one or more teams, giving a clear view of caseload across multiple staff members.

Report Columns

Participant

This is the name of the Participant for this Service.

Coordinator

The Primary Coordinator for the Participant.

Remaining $

The amount remaining in the Service in dollars.

Has Current Plan

A green tick indicates the Participant has a current plan.

A red cross indicates the Participant does not have a current plan.

Days Elapsed

How many days of the plan have elapsed.

Days Remaining

How many days in the plan are remaining.