Advanced Portal
Advanced Portal - The Advanced Portal is designed for users who manage multiple participants and need more detailed insights. It provides:
A more detailed budget breakdown
Additional reporting tools
Graphs and percentage indicators
A deeper view of spending, released amounts, and categories
More features to support monitoring across several participants
It’s the recommended portal for Support Coordinators because it gives a fuller picture of the participant’s plan and funding. (see sample screenshots below)
(The Caresquare Demo Portal shown below is for sample purposes only.
Your own portal will display your Plan Manager’s name and logo.
If you’re unsure of your correct portal link, feel free to reach out and we’ll provide it to you!)
To learn more and get a detailed overview of the Advanced Portal, you may check this separate article: How to Navigate the ‘Advanced’ Caresquare Participant Portal (click here).
Standard Portal
Standard Portal - The Standard Portal is simpler and easier to navigate. It focuses on the essentials a participant needs, such as:
Allocated, spent, and remaining amounts
Basic weekly spend indicators
A straightforward category-by-category breakdown
All the key information without the advanced graphs or expanded reporting
This is the recommended portal for participants, so they can view their plan without the extra complexity. (see sample screenshots below)
To learn more and get a detailed overview of the Standard Portal, you may check this separate article: How to navigate the 'Standard' Caresquare Participant Portal (click here).
Summary
Category | Standard Portal | Advanced Portal |
Purpose | Designed for participants and users who prefer a simple, easy-to-use layout. Shows only essential plan information | Designed for Users (such as Support Coordinators and Nominees) who need deeper insights and more detailed information. |
Level of Detail | Provides basic totals: Allocated, Spent, and Remaining. Clear and straightforward. | Includes Released, Spent, Available amounts plus utilisation percentages and trend-style indicators. |
Budget View | Simple category-by-category breakdown without graphs or analytics. | Expanded category details, subcategories, and visual indicators to interpret spending patterns in the Analytics tab (Budget Distribution, Key Metrics and Budget Utilisation, Weekly Spending Trend and Provider Analysis) |
User Experience | Very easy to navigate; minimal sections and clean layout. Ideal for quick budget checks. | Dashboard-style layout with more sections, informative visuals, and deeper insights. |
Best For | Participants or users who want a quick and simple view of their plan. | Users (such as Support Coordinators and Nominees) who benefit from a more analytical view of the plan. |