Coordinate approved services, staff handovers and delivery evidence
Connect scheduling and administrative records around the service already agreed with the participant. Keep professional care decisions and urgent concerns with responsible staff.
For Service coordinator, operations manager or provider owner
Use care-management software for its standard scheduling and records. Custom coordination helps when preferences, worker requirements and administrative evidence span disconnected systems.
Connect the records you already use
Approved service agreements and schedules
Worker availability and eligibility records
Handover notes and service evidence
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Does this create or change a care plan?
No. The proposed workflow follows approved service instructions. Care planning, clinical decisions and material changes require the appropriate professional and participant process.
Does a roster prove a service can be billed?
No. Scheduling, delivered-service evidence, approvals and billing eligibility are separate checks. An assigned shift is not proof of delivery.
Can scheduling identify an uncovered service rather than just available staff?
Compare each approved visit with location, participant preferences, required skills, clearances and staff availability. An available worker is not necessarily eligible for that assignment. Keep unfilled or uncertain coverage visible to the coordinator, including the reason and the next decision, instead of silently substituting someone.
How would an early finish or changed visit affect service evidence?
Record planned and reported delivery separately, with the original note, actual duration where known and the reason for a change. Route discrepancies to the responsible reviewer before billing preparation. A useful first scope is one service type with agreed evidence requirements; it does not assume every planned hour was delivered or billable.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
