Collaborating with your care team
As a client, you can use the Connect Individuals web application (if licensed) to securely collaborate with your care team on your care plan. You can access the application from your browser on the Internet. You can see and send messages to your care team, see your goals and actions, complete actions, and see your care team's contact information. If you use provider services, you can see the service on your plan, and can search for and shortlist your preferred services and providers to review with your care team.
Registering and signing in to Connect Individuals
Your care team discusses your health goals with you and invites you to use Connect Individuals. You receive an email with instructions on how to sign up for Connect Individuals and set a password. After you set your password, you can sign in to the application.
About this task
When you are entering your date of birth as part of the registration process, the date of birth format is taken from your browser's locale settings.
By default, if you are inactive for 30 minutes, you will be signed out of your account. You can sign in again to continue working.
If you forget your password, you can reset it from the sign in page. By default, you can reset your password once per hour.
The inactivity and password reset periods are determined by your care team's organization and might be different for you.
Procedure
Viewing your messages
Your care team can send you messages about your plan that you can view in Connect. You receive an email to notify you about each new message.
About this task
View your messages by opening the View message link in the email or sign in to Connect at any time to see your messages.
If you have new messages, the number of new messages is displayed on the Messages menu option.
Procedure
Sending messages to your care team
If you need to contact your care team, or have questions or issues regarding your plan, you can send them a message.
About this task
When you open your Messages page, you are presented with a disclaimer and a link to the Terms of Use for messaging. Review them so that you can abide by the terms when you use the messaging feature. You can collapse the disclaimer to hide it from view and expand it to reveal the disclaimer again, if needed.
Procedure
- Open the application in a browser window.
- Select Messages from the menu. The Messages page opens.
- Enter your message in the message field. You can enter up to 4000 characters.
- Optional: Browse to the file attachment that you want to send by clicking the attachment icon and select it.
- Click the send icon to send the message to your care team. Your sent message is displayed in your Messages thread.
Setting up payments
You might be required to contribute to the cost of your care services. Your care organization may use Connect to collect your contribution. You can make your contribution using PayPal.
About this task
Procedure
- If you are required to set up Payments, when you sign into Connect, a message will alert you that you need to set up Payments. Click the link in the message to open the Payments page.
- Click the PayPal button, PayPal guides you through the process and gives you the option to log into your existing account or sign up for a new account. Clients must create and use a personal PayPal account and not a business account.
Results
When you complete the PayPal process, you are returned to the Connect Payments page. Your account name and the date you signed up to make payments with that account display.
When you are no longer required to make payment contributions towards the cost of your services, you can remove your PayPal account information from Connect using the Remove link on the Payments page. Note: If you remove your account when you are still required to make contributions, your payments will not be processed and your services may be affected.
Viewing your next payment
If you are required to contribute to the cost of your care, you can view the amount that you have to make for your next contribution so that you can ensure that you have sufficient funds available in your account to cover the cost.
About this task
Procedure
- Go to the Payments page to view the details of your next contribution payment.
- To view the services that require your contribution, click the Services link.
Viewing and completing your actions
You can see all of the actions on your plan. As you finish actions, you can complete them so you and your care team can track your progress. You can also see all of the actions that are associated with a goal by looking at the goal.
Before you begin
Procedure
- Go to the Actions section on the home page to see a list of your open actions.
- Click an action to see its details. To close this view, click Back.
- When you finish an action, complete the action by selecting the action check box.
- Select See completed actions to see actions that you previously completed.
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You can also select a goal card to see all the actions for a goal.
All open and completed actions for that goal are displayed. To close this view, click Back.
Viewing your goals
You can see all of the goals on your plan and see the actions that are associated with a goal.
Procedure
- Go to the Goals section of the home page to see your open goals displayed in cards, one card per goal.
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Select a goal card to see all the actions for a goal.
All open and completed actions for that goal are displayed. To close this view, click Back.
- Select See completed goals to see goals that you previously completed.
Viewing your care team
Procedure
Viewing your services
If you are using provider services, you can see all of the services on your plan in the Services section of the home page. The number of shortlisted services is also shown on a card.
Procedure
- Go to the Services section of the home page to see the currently
open services on your plan that is displayed in cards, one card per service. If the service has a provider, you see the provider name, and the service start date, units, and frequency.
- If a service has a provider, you can select the service to see more information on the
service page. You can see the service description, locations, rates, available languages. You can also see the service provider's contacts and the provider's description.
Searching for providers for services on your plan
If you are using provider services, you can search for providers for the services on your plan. Search the available providers and shortlist your preferred providers. Review the shortlisted providers and discuss them with your care team, who can add them to your plan.
Procedure
- Go to the Services section of the home page. The currently open services on your plan are shown.
- Select See Providers to search for providers of that
service. All of the providers for that service are shown in the search results.
- Optional: To refine your search, enter up to 7 keywords, an address, or a
post code. The keyword search is based on the provider name, provider description, provider service description, the service name, and the service description.
- Select a service from the search results to see the full provider and service details.
- To shortlist a provider service, select the shortlist icon . The service is shortlisted.
Searching for and shortlisting services
If you are using provider services, you and your care team can shortlist provider services to review for addition to your plan. Search the available services and shortlist your preferred services. Review the shortlisted services and discuss them with your care team, who can add them to your plan.
About this task
Procedure
- Select Find Services from the menu. The services search page opens.
- Select a single service, or enter up to 7 keywords, or both, and if needed, enter an
address or a post code to refine your search. The keyword search is based on the provider name, provider description, provider service description, the service name, and the service description.
- Select a provider service in your results to see more information.
- To shortlist a service, select the shortlist icon to add the provider to your shortlist.
Setting your preferences
If you no longer want to receive emails about new messages from your care team, you can turn the notifications off. You can turn them back on at any time. If you do not want to use Connect, you can close your account.