How to access compliance records for your independent and third party coordinator clients

If a client has a family coordinator or a coordinator not linked to the funding organisation, this client’s account type is Third Party Coordinator.

Organisation Administrators can view the following records for Third Party Coordinator clients in the Compliance tab from their Mable account:

Incidents
Support Notes
Support Worker Details – including if the Support Worker has read the Support Plan.

These records are included in the CSV file that can be downloaded by Organisation Administrators.

We have helpful guides for how Incident and Support Notes and Support Worker Qualifications reports can be downloaded on Mable.

FAQ

There can only be one coordinator assigned to a client on Mable. Third Party Coordinators (for example. Away from the Mable platform or family coordinators on the Mable platform) perform the coordination function. This means funding organisation coordinators cannot have access to these Third Party Coordinator clients’ details.