How to Track and Report Care Management Effort with Hayylo Actions
What's happening today?
You’ve got an amazing team who step in to resolve issues, coordinate services, and follow up with families. But when it comes time to report on the actual care coordination effort being done—it’s hard to find the data. Much of the work is informal, undocumented, and unlinked to a specific participant.
Why is this a problem?
The upcoming Support at Home program changes everything.
Providers will now need to:
- Log every care management activity by participant and date
- Track billable vs. non-billable actions
- Provide itemised, auditable statements
- Separate coordination effort from delivery effort
- Justify drawdowns from coordination funding
Without a structured way to capture this work, providers face real risk—under-claiming, non-compliance, and lost funding opportunities.
How should we fix it?
Hayylo’s Actions feature embeds tracking into your everyday workflow:
- ✅ Record and categorise every task or enquiry by client and type
- ✅ Assign responsibility to team members or roles
- ✅ Capture timestamps, completion details, and outcomes
- ✅ Segment billable vs. internal/non-billable actions
- ✅ Reassign or recategorise as the true nature of work becomes clear
Even better: clients and family members can log requests directly via SMS, app, IVR, or email. Hayylo auto-triages each request to the right team—ensuring nothing is missed and everything is documented.
Pro Tip
Create a clear list of Action categories that reflect care coordination activities. Encourage your team to categorise every task, just like they would update a case note. It becomes second nature—and creates defensible data you’ll need under the new funding model.