To start the process of booking support workers and accepting service agreements, the first thing coordinators and providers need to do is add a client to their Business Solutions by Mable account.
Here’s how to add a client to your account.
Provide your client’s details
Log into your account.
Here, you will see the option to ‘Add client’ on the top right corner of your dashboard.
- You will need to select the client account type, either ‘Coordinator Managed’ or ‘Client Managed’.
Note: Coordinator Managed accounts are those where you manage the client’s account, book support for them, approve support hours, and manage communication on behalf of the client. In a Client Managed account, the client manages their account and books their support workers. Coordinators and providers can access the client’s account but they don’t receive emails.
- Enter the client’s details, including their name, address, type of care (aged care or disability) and their funding source.
- Click Create client.
Client profile verification process
The process of verifying the client’s profile usually takes 24-72 hours.
Once the verification is complete and your client’s account is approved by the Mable team, you will receive an email.
Until the account is verified, you can’t accept service agreements from support workers on Mable.
In the meantime, however, you can:
- Search for support workers or post a job ad on Mable
- Add more details to your client’s profile to maximise your client’s chances of finding the best matched support worker. These details can include hobbies, interests, language preferences and cultural background preferences
- You can also provide more detailed information about their support needs as well as specific care plans. When you enter into an agreement with a support worker, they can read the care plan, and you can see when they have read it.
Note that your support needs will only be shared with a support worker once you are in an agreement with them.
Your dedicated Account Manager can help
If you have any questions about Business Solutions by Mable or need help navigating the Mable platform, please contact your dedicated Account Manager.
