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What allied health teams need from NDIS software.

Look at goals, funding, evidence and reporting alongside the clinical day. Use this checklist to ask better questions in a software demo.

By CordoCare Team6 August 2026Updated 24 October 20262 min read
Editorial still life of green dividers holding connected paper records
Illustrative artwork for the CordoCare practice journal.

Connect the clinical work with the participant’s plan

An allied health team needs more than an appointment calendar for NDIS-funded work. The record should help practitioners understand the participant’s goals, agreed service, relevant funding context and evidence needed for reporting.

Test the complete journey

  1. Receive a fictional referral and confirm the right contacts.
  2. Record consent, service scope and the participant’s goals.
  3. Book the appointment with the correct practitioner and location.
  4. Prepare and review the clinical note.
  5. Record relevant outcomes and supporting evidence.
  6. Prepare the report and billing review without losing the source record.

Keep financial and clinical decisions distinct

A completed clinical note does not establish that an item is claimable. Check the funding arrangement, agreed price, service date, support item and applicable conditions. Make sure finance can review the information it needs without opening unrelated practitioner-private material.

Check mixed funding and shared access

If the practice also sees private or Medicare-related clients, demonstrate those routes separately. Confirm what the product submits, what it exports and which providers require their own setup. Test reception, practitioner, manager and finance access as those roles.

Use the official NDIS pricing source for current billing conditions. Explore CordoCare’s Therapy & Allied Health workspace and the report evidence checklist.