Everything You Need

Purpose-Built for Support Coordinators

From participant onboarding to plan reviews, CordoCare handles every aspect of NDIS practice management so you can focus on what matters - your participants.

Participant Management

Complete participant profiles with referral pipeline, waitlist management, and automated onboarding workflows.

Key Capabilities

  • Unlimited participant profiles with detailed NDIS information
  • Referral pipeline with status tracking
  • Waitlist management and prioritisation
  • Automated onboarding checklists
  • Coordinator assignment and caseload balancing
  • Participant search and filtering

Case Notes & AI

AI-powered case note documentation that cuts writing time significantly. Structure and finalise notes in 2-3 minutes instead of 15-20.

Key Capabilities

  • 8 clinical templates (SOAP, BIRP, DAP, and more)
  • AI-powered note structuring and formatting
  • Activity type tagging and time tracking
  • SC level auto-pricing for billable activities
  • Travel claims and non-billable activity logging
  • NDIS compliance formatting built in
  • File attachments on notes

NDIS Plan Management

Upload and manage NDIS plan documents with real-time budget tracking across every support category.

Key Capabilities

  • Plan PDF upload and document storage
  • Real-time budget tracking with burn rate
  • Colour-coded budget health indicators
  • Automated plan review reminders
  • Support category breakdown (Core, CB, Capital)
  • Plan history and version comparison

Invoicing & BPR Export

One-click bulk invoicing with NDIA Bulk Payment Request CSV export. Turn case notes into invoices automatically.

Key Capabilities

  • Auto-generate invoices from case notes
  • BPR CSV export for PRODA
  • Agency, plan-managed, and self-managed billing
  • Sequential invoice numbering
  • Bulk billing runs across all participants
  • MYOB and Xero-compatible CSV export
  • Custom invoice templates

Goals & Tasks

Track participant goals aligned to NDIS plans with progress measurement and outcome reporting.

Key Capabilities

  • Goal setting linked to NDIS plan categories
  • Progress tracking with measurable outcomes
  • Task assignment and due dates
  • Goal achievement celebration animations
  • Evidence collection for plan reviews
  • Outcome measurement reporting

Calendar & Scheduling

Built-in calendar with iCal sync, appointment management, and double-booking detection.

Key Capabilities

  • Built-in calendar with day, week, and month views
  • iCal sync for external calendars
  • Appointment management with reminders
  • Team calendar view across coordinators
  • Double-booking detection

Document Management

Secure cloud storage for participant documents with e-signatures and version tracking.

Key Capabilities

  • Secure cloud document storage
  • E-signatures with typed name, timestamp, and IP
  • Document categorisation and tagging
  • Version history tracking
  • Bulk document upload
  • Shareable secure links for participants

Team Management & RBAC

Role-based access control with coordinator, admin, finance, and viewer roles. Manage caseloads and team permissions.

Key Capabilities

  • Four built-in roles: Coordinator, Admin, Finance, Viewer
  • Caseload management and balancing
  • Coordinator transfer and reassignment
  • Team invitations via email
  • Activity audit per team member
  • Multi-location support for larger providers

Reports & Analytics

KPI dashboards, caseload analytics, and custom report builder to keep your practice running efficiently.

Key Capabilities

  • Participant summary reports
  • Billing and revenue analytics
  • KPI dashboards with real-time data
  • Caseload analytics per coordinator
  • Custom report builder
  • Data export in CSV and PDF formats

Integrations

Connect CordoCare with the tools you already use via CSV exports, iCal feeds, and API access.

Key Capabilities

  • MYOB and Xero-compatible CSV export
  • iCal feed for any calendar app
  • Email notifications
  • API access for custom integrations

Compliance & Audit Trail

Full audit trail, compliance registers, and NDIS Practice Standards alignment built into every workflow.

Key Capabilities

  • Complete audit trail on all records
  • Case note compliance tracking (draft vs finalised)
  • Incident register
  • Risk register
  • Feedback and complaints register
  • Worker screening tracking

Form Builder

Create custom forms for intake, assessments, and feedback. Share via link and track responses.

Key Capabilities

  • Drag-and-drop form builder
  • Shareable form links
  • Response tracking and analytics
  • Custom field types (text, select, date, file upload)
  • Form templates for common NDIS workflows
  • Auto-populate participant details

Service Agreements

Template-based service agreements with auto-population, e-signatures, and status tracking.

Key Capabilities

  • Service agreement template builder
  • Auto-populate participant and plan details
  • Send for e-signature via email
  • Track agreement status and expiry
  • Welcome pack automation
  • Custom branding on documents

AI Plan Reviews & Reports

Generate detailed plan review reports from months of case notes in seconds, not hours.

Key Capabilities

  • AI-generated plan review reports
  • Goal progress summary compilation
  • Budget utilisation analysis
  • Service delivery outcome tracking
  • Evidence-based recommendations
  • Change of Circumstances report builder
  • Smart Search across all participant data

Ready to see it in action?

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