- Access:
- Participant and patient records at Manage, set by role in Settings → Roles
Step by step
- With Create a draft plan ticked, the record starts with a DRAFT plan holding every answer that has a place in it — communication and language, mobility, mealtime, health and allergies, behaviour support, their story, who helps them decide, and the about-me answers — each section marked From the intake, to check with them before the plan is made active.
Screen
An intake
One intake in progress, and what it still needs.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
