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)
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(The Demo Portal shown below is for sample purposes only.

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To learn more and get a detailed overview of the Advanced Portal, you may check this separate article: How to navigate the support coordinator portal
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Participant Portal

The participant 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)
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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	Participant Portal	Support Coordinator 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.