CordoCare features

Built for the full support coordination operating model.

CordoCare brings client work, case notes, billing, compliance, communications, reports and team management into one mobile-first workspace.

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CordoCare desktop workspace feature preview

Full web app on mobile

What is included

The tools a coordinator or company needs to operate properly.

Clients and onboarding

Fast client search by name, NDIS number, contact, address, guardian and plan manager
Client cards with contact details, status, funding route and billing route
Full client info, plan uploads, service agreements, consent and communication preferences
Waitlist, referrals, provider links and coordinator assignment

Case notes and tasks

Quick notes from the client card with activity, location, support item and duration
Billable toggle, attachment support and pricing estimate before finalising
Weekly and monthly coordinator billable visibility with KPI progress
Tasks linked to clients, owners, priority and due dates

Billing and invoices

Last 7 days by default with a working Last 30 days view
Dated invoice lines for each support item, service date, delivery type and rate
NDIA bulk CSV, Xero CSV, plan-managed and self-managed exports
Branded PDF invoices sent from CordoCare with company logo, ABN and provider details

Email and notifications

Planned service emails for plan reviews, agreement renewals and missing documents
In-app coordinator reminders that deep-link to the exact action
Consent and communication preference checks before non-essential sends
Mautic lifecycle lists for trial, active, paid, lost trial and cancelled users

Compliance and roles

Permission split from scope: assigned client, team, company, finance and compliance access
Incidents, complaints, risks, consent and worker screening context
Audit history for sensitive activity and Jes support access
Private case notes kept away from roles that do not need them

Managers and company owners

Team dashboards for new trials, lost trials, new paying customers and company status
Support coordinator leaderboards for billable hours with monthly and yearly views
Client reassignment within managed teams
Company settings for logo, invoice prefix, ABN, NDIS number and seats

Mobile is not an afterthought.

The mobile flow prioritises the client list, immediate contact details, quick case notes, uploads and billing status. The goal is simple: finish the work where it happens.

Notifications deep-link to the work

Plans and agreements stay attached to the client

Plan reviews and consent reminders stay visible

Finalised notes feed dated invoice lines

Workflow map

From intake to billing, the data stays connected.

CordoCare is designed so participant details, notes, budgets, reports and invoices do not become separate admin systems.

Workflow	CordoCare keeps close
Participant intake	Client record, NDIS number, representatives, emergency contacts and funding route
Plan setup	Plan dates, documents, budget categories, support lines and review reminders
Daily work	Case notes, communication logs, tasks, uploads and provider follow ups
Reporting	Plan review evidence, progress context, goals, risks, budget use and documents
Billing	Finalised billable work, invoice lines, NDIA CSV, Xero CSV and PDF invoices
Management	Caseloads, roles, KPIs, overdue work, billing visibility and team oversight

Feature FAQs

What features should support coordination software include?

Support coordination software should include participant records, case notes, plan tracking, budget context, documents, tasks, provider links, service agreements, reports, billing and role-scoped team access.

Does CordoCare include NDIS invoicing?

Yes. CordoCare connects billable case notes to invoices, NDIA bulk CSV exports, Xero CSV exports and plan-managed or self-managed billing workflows.

Does CordoCare support managers and finance users?

Yes. CordoCare has role-scoped access for coordinators, managers, finance, admins, owners and compliance-focused workflows.