Key components of this update include:
- some changes to the user experience for Support Coordinators and Carers as well as how they are managed by your agency in Planability.
- stronger Two-Factor Authentication requirements for all Users (excluding Participants).
- improved navigation when selecting Participant Plans.
Support Coordinator and Carer updates
New Generic Login URL
Support Coordinators and Carers will be directed to login at:
https://app.plan-ability.com.au/account/sign-in
They can request a password reset from this login page.
Support Coordinator and Carer user experience
Upon login their new landing page will be the Summary Report, taking the user straight to a listing of associated Participants.
When all associated Participants are from one agency only, the agency logo will display on all pages. If there are participants managed by more than one agency, then the managing agency branding will display when viewing that participants data in Planability.
Listings such as the Summary report, Claims listing, Participants listing will include a column to identify the managing agency.
Active Plan selected by Default
We have reduced the number of clicks required to select the current plan of a participant. Drilling down to a particular plan allows the user to view all data relating to that plan only.
Support Coordinator and Carer view:
This flow applies to all Users with multi-participant access - Directors, Plan Managers, Support Coordinators and Carers.
When users select the Participant from the select icon or the Find Participant search, Planability will redirect them to the active Plan Summary page. To view an older plan, use the "Switch Plan" in the left menu.
Welcome email and Association email
When creating and associating a new Support Coordinator or Carer with one of your participants a welcome email will be sent automatically to the email address entered.
The email will be branded with your agency logo and contact information.
They will receive a 2nd email notifying them that a Participant has been associated with their account: - Participant Association notification. This email will have the branding of the referring Agency who will also be listed along with the participant details.
Any further associations created between a Support Coordinator / Carer and a Participant will trigger the Association email to be sent.
Any other Participant-related communication to the Coordinator or Carer will be agency branded, eg., Monthly Statements, Invoice Approval Requests.
Enhancement to Two-Factor Authentication (2FA)
Two-Factor Authentication will be mandatory for all users (except Participants) from 15th June. Until then, whilst not mandatory, it is strongly recommended that this security feature is enabled. All users can manage this feature, selecting their preferred method of authentication - email or SMS - from their profile (click name at the top right).
After the 15th June, if no preference (email or SMS) has been selected, the authentication will be delivered by email by default.
Updating payment details
Two-Factor Authentication required
From Friday 26th May, any updates made to payment details for either Providers or Participants will require 2FA.
Data Change alert
Any changes made to payment details will trigger an Data Change Alert email to be sent to Director Users in the Agency.
Remittance Advice
When sending remittance advice emails from a Batch Payment you will be able to enter cc email address(s) to receive a copy of all selected remittance advice emails .
Previous release: v2.4.1.0 - Release date: 05 May 2023