"This software is so refreshing, its simple but powerful, works on my phone if i need it to so when i jump in the car i dont need to pull out my laptop for a quick shift note and its sooo cheap to use"
Alicia Sheppard, Navigator In Reach
Navigator In Reach moved to CordoCare early and helped shape the mobile, simple support coordination workflow. That same daily-work feedback is now built into participant records, notes, plans, billing and reports.
Protect billable work without disconnecting it from evidence.
Move finalised work through the correct funding route, invoice workflow and checked export with dates and context intact.
Unbilled work review and invoice generation
NDIA, plan-managed and self-managed routing
NDIS support catalogue and price guide tools
Billing runs, invoice status and payment tracking
NDIA bulk CSV, Xero CSV and MYOB-ready exports
Branded PDF invoices and duplicate protection
Tasks, email and calendars
Make the next promise visible before it becomes urgent.
Connect follow-ups, planned communication and appointments to the participant record that explains why they matter.
Participant and team task management
Automatic reminders for important workflow dates
Internal messages and participant-linked email history
AI-assisted email drafting with human review
Google and Microsoft calendar connections
Appointments, notifications and optional time clock
Documents, agreements and forms
Keep signed evidence and participant paperwork attached to the work.
Create, send, sign and retain the documents that support coordination teams need through the participant lifecycle.
Secure participant and organisation document libraries
Service agreement templates and e-signing
Welcome packs and signing certificates
Public and participant forms with file attachments
Participant portal for budgets, documents and appointments
Controlled downloads, integrity checks and audit evidence
Providers and intake
Move from enquiry to coordinated support without rekeying the story.
Manage referral demand, provider relationships and onboarding work in the same system as the eventual participant record.
Lead intake and referral tracking
Waitlist management and ownership
Provider directory and participant provider links
AI-assisted provider search
Provider referrals and communication context
Onboarding checklists, welcome packs and agreements
Reports, quality and management
See pressure, risk and performance before reconstructing it later.
Give coordinators practical reporting tools and give managers a clear operating view across teams and participants.
Change of Circumstances drafting support
Plan review summaries and progress report workflows
Custom reports and report builder
Manager dashboard, KPIs and caseload oversight
Compliance registers and follow-up actions
Organisation audit log and controlled data export
Team access and security
Let each person and agent see only what their work requires.
Apply organisation, role, team and participant boundaries across daily work, reporting, billing and agent access.
Owner, admin, manager, coordinator, finance and viewer roles
Participant assignments and organisation units
Team invitations, deactivation and seat management
Role-scoped billing and sensitive-note visibility
Audit trails, encrypted transport and backup controls
Organisation settings, data import and export
A true operating interface for agents
MCP access is controlled by the organisation and bounded to the employee.
CordoCare does not give an agent a master key to customer data. Organisation owners enable access, employees create expiring keys, and every action is checked against current membership, role, team and participant access.
What features should support coordination software include?
A complete support coordination system should connect participant records, case notes, plans, goals, tasks, providers, documents, service agreements, reports, billing and role-scoped team access.
What can CordoCare AI help with?
CordoCare can assist with voice transcription, case note drafting, Easy Read and humanised writing, participant smart search, provider search, email drafting, plan review summaries and Change of Circumstances report preparation. People review and finalise the result.
What can a CordoCare MCP agent do?
Depending on the employee role and organisation settings, an agent can work with participant records, case notes, tasks, billing, invoices, team administration and audit history. CordoCare checks live permissions on every request.
Are all clients and participants included?
Yes. Both Support Coordination and Therapy & Allied Health are priced per active user with no seat minimum and no per-client or per-participant charge.
Put the complete participant workflow in one place.
Compare Support Coordination and Therapy & Allied Health feature lists, then start the right 14-day trial with no per-client charge.