Accessing member info

Member profiles

Each member will have a personalised profile containing their address, phone number and emergency contact, pronouns and date of birth.

You can also access all past session notes and outings from the member's Activity feed on their profile.

The member's profile will provide you with further information about the member's interests, home, and any possible risks or hazards for that member.

Make sure you review all this information carefully before your first session.

Matching requests

Each member will have a matching request, which can be accessed from the 'Matches' tab or via the member's profile.

This request has been created by the member, usually in collaboration with a case manager. It outlines the range of supports or services they have requested from you.

A member may have a number of matching requests if they have been with Lively for a while.

You should only provide services that have been outlined in the member's matching request. This is to ensure you will be covered by our insurance should anything go wrong (hopefully not!)

Before your first session with a member, make sure you've familiarised yourself with their matching request.

How do I use it?

Members' matching requests are helpful for guiding your activities with members, as well as keeping you safe. Namely, you use requests for:

Planning your activities with the member at the beginning of sessions, especially the first session.
- When members make requests for you to do a new activity, check out the member's request to see if that activity is included. If not, just have a chat to the Matching team, and they may be able to request on your behalf with the member's case manager that the activity be added.
- If a member asks you to do something you don't feel safe or comfortable with, the matching request is an important safeguard—if you don't feel able to say, "I don't feel safe doing that," you may feel more comfortable saying, "Sorry, that's not on the matching request."

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