For coordinators
One workspace for your entire caseload.
PlanIt gives support coordinators a single place to manage participants, link bookings to goals, and stay on top of every report.
Caseload dashboard
See every participant, their plan dates, upcoming reviews and outstanding tasks at a glance.
Goal linking
Connect bookings and reports directly to participant goals so progress is always evidence-backed.
Report reminders
Automated nudges go out to providers when reports are due — no chasing required.
Plan review tracking
Track plan reviews, key dates and required documents across your whole caseload.