Support Coordination
Built around the participant.
Run participant work, NDIS plans, coordination activity, billing and team operations in one workspace.
Explore this workspaceThe CordoCare feature directory
A lot goes into care.
Bring it together.
Explore the participant, clinical, billing and team workflows.
The headline is simple. The details are all here.
Therapy & Allied Health
Built around the clinical day.
Use the CordoCare client and business backbone with clinical, scheduling, outcome and therapy workflows included.
Explore this workspaceSupport Coordination
Open a workflow to see the full feature list for this workspace.
Participants, plans and caseloadsOpen one record and understand the whole participant story.
- Unlimited participant records with no per-participant fee
- Caseload ownership, organisation units and assignment controls
- NDIS plan dates, funding management and attached plan documents
- Budget categories, utilisation, burn rates and funding alerts
- Goals, representatives, nominees, contacts and consent context
- Participant timeline, smart search, tags and custom fields
- Care teams, linked providers and referral history
- Participant portal for budgets, appointments, documents and forms
Case notes and mobile workCapture evidence and billable activity while the work is fresh.
- Mobile and desktop case notes
- Draft, submitted, finalised and amendment history
- Billable and non-billable time with service dates
- Travel, support item, funding route and attachment details
- Reusable SOAP, BIRP, DAP and organisation templates
- Incident flags, review status and evidence attachments
- Delete submitted-for-billing notes before billing is processed
- Branded PDF export with permission checks and audit history
AI assistance and agent accessLet people and their authorised agents clear real admin safely.
- Voice transcription and structured note drafting
- Humanise, Easy Read and professional rewriting tools
- AI-assisted participant, provider and organisation search
- Plan review and Change of Circumstances drafting support
- AI-assisted email and report drafting with human approval
- Organisation-scoped Model Context Protocol endpoint
- Personal expiring MCP keys for authorised employees
- Live role, team and participant checks on every agent request
- Idempotent writes, agent audit history and guarded rollback
- Immediate employee key revocation and organisation kill switch
NDIS billing, invoices and claimsMove approved work into the right claim path without rekeying it.
- Unbilled work review and billing-ready validation
- NDIA, plan-managed and self-managed funding routes
- Current NDIS support catalogue and price guide tools
- Invoice generation from approved case notes
- Billing runs, duplicate protection and locked processing states
- Correctly preserved provider registration numbers in exports
- NDIA bulk upload CSV, Xero CSV and MYOB-ready exports
- Branded PDF invoices, statements, receipts and payment tracking
- Stripe payment links and reconciliation workflows
- Deleted draft-invoice recovery with audit history
Leads, referrals and onboardingMove from first enquiry to coordinated support in one workflow.
- Lead inbox, referral source and ownership tracking
- Waitlists, triage and participant conversion
- Public and participant forms with file attachments
- Welcome packs, checklists and document requests
- Service agreement templates, issue, signing and version history
- Signing certificates and retained delivery evidence
- Provider directory and participant provider links
- Referral communication and onboarding timeline
Tasks, communication and calendarsMake the next promise visible before it becomes urgent.
- Participant and team task management
- Automatic reminders for plans, reviews, agreements and follow-ups
- Participant-linked email and communication history
- Internal team messages and planned communications
- Google, Microsoft and Apple calendar connections (coming soon)
- Appointments, recurring work and availability views
- Notifications, daily digest and optional staff time clock
- Mobile access for notes, tasks and participant context
Reports, quality and complianceTurn connected evidence into better oversight and stronger reports.
- Plan review, progress and Change of Circumstances workflows
- Custom report builder and reusable report templates
- Caseload, overdue work, budget and billing dashboards
- Manager KPIs and organisation performance views
- Compliance registers, incidents and complaints
- Document review, expiry and follow-up controls
- Organisation audit log and formula-safe data export
- Role-scoped management, finance and coordinator reporting
Teams, permissions and securityGive each person and agent only the access their work requires.
- Owner, admin, manager, coordinator, finance and viewer roles
- Participant assignments and organisation-unit boundaries
- Team invitations, deactivation and active-seat management
- Role-scoped billing and sensitive-note visibility
- Two-factor authentication and trusted-network controls
- Encrypted transport, protected storage and recovery controls
- Append-only audit history for important actions
- Organisation import, account export and anonymisation workflows
Therapy & Allied Health
Open a workflow to see the full feature list for this workspace.
Calendar, scheduling and online bookingsRun a calm, flexible diary across practitioners, locations and service types.
- Day, week, month and multi-practitioner calendar views
- Drag-and-drop bookings, recurrence and conflict protection
- Practitioner availability, business hours and unavailable exceptions
- Rooms and equipment protected from double booking
- Individual, group, mobile, internal and telehealth appointments
- Online booking, approval, rescheduling and cancellation
- Self-serve and staff-managed waitlists with cancellation offers
- Arrival, waiting-room, in-session and completion tracking
- Google, Outlook and Apple calendar connections (coming soon)
- Printable schedules and privacy mode for shared screens
Clinical notes, templates and AI scribeDocument care quickly without weakening clinical control.
- SOAP, BIRP, DAP, assessment, risk and treatment-plan templates
- Review, discharge, mental-state and referrer-report templates
- Draft, autosave, finalise, amendment and immutable history
- Duplicate prior notes and view previous notes while writing
- Pinned treatment notes and secure attachments
- Practitioner-private notes with no owner or admin bypass
- Supervisor review, co-signing and integrity evidence
- Consent-first live AI scribe with no audio retention
- Voice transcription, drafting, rewriting and Easy Read tools
- Branded note PDF, secure sending and complete clinical-record export
- Audited recovery for accidentally deleted notes and forms
Client records, intake and care teamsKeep every relationship, referral and clinical context together.
- Unlimited longitudinal client records with no per-client fee
- Demographics, identifiers, alerts, files and communication history
- Parents, guardians, carers, nominees and billing contacts
- Tags, classifications and custom profile fields
- Referral source, triage, assignment, waitlist and conversion
- Digital intake, consent and assessment forms
- Secure client uploads and practitioner file sharing
- Therapy episodes, disciplines, funding and care teams
- Feature-level client portal access and shared health record
- Data import and bounded full-account export
Treatment, outcomes and exercisesTrack what was prescribed, completed and changing over time.
- Body, hand and foot charts with versioned annotations
- Organisation exercise library and structured dosage
- Versioned exercise programmes shared through the client portal
- Client adherence, discomfort and difficulty check-ins
- Organisation-approved outcome-measure catalogue
- Scale, numeric and choice questions with required items
- Weights, reverse scoring, subscales and interpretation bands
- Server-calculated scores and longitudinal outcome history
- Visual outcome trajectories and audited progress PDFs
- Scheduled portal reassessment and licensed-instrument controls
Telehealth that works with your providerUse the video platform your practice trusts without splitting the workflow.
- Proton Meet, Google Meet, Teams, Zoom, Coviu, Doxy.me, Healthdirect, Whereby and Jitsi links
- Any other secure HTTPS meeting provider
- Reusable practitioner waiting rooms and unique appointment links
- Automatic Zoom provisioning, with Google Meet and Microsoft Teams coming soon
- Branded, time-limited client joining pages
- Pre-call camera, microphone, speaker and connection checks
- Required-form completion before meeting-link release
- Payment gate tied to the attendee invoice
- Group telehealth with attendee-specific secure access
- Connected-provider waiting-room policies and join controls
Reminders, communication and recallsKeep clients informed and bring overdue follow-up back into view.
- Configurable email and consent-authorised SMS reminders
- Multiple timings with confirm, reschedule and cancellation links
- Email, SMS and letter templates with merge fields
- Bulk communication with audience filters
- Recall automation for clients who have not rebooked
- Delivery, failure, suppression, opt-out and rebooking reporting
- Participant-linked communication history
- Two-way SMS adapter ready for an approved provider connection
- Practitioner Gmail and Outlook adapters ready for provider authorisation
Billing, payments, claims and financeCapture revenue cleanly across private, NDIS and clinical funding routes.
- Draft invoices from completed appointments or approved notes
- Branded invoices, receipts, PDFs and scheduled statements
- Card payment links, portal payment and Stripe reconciliation (being restored)
- Third-party payers and de-identified invoices
- Prepaid session packs, concessions, credits and refunds
- Automatic overdue reminders and multi-invoice payment allocation
- Medicare referral and session controls
- Internal Medicare, DVA, NDIS, private and insurer claim lifecycles
- NDIS bulk upload, Xero and MYOB CSV export, and direct Xero sync for a limited number of organisations
- Product catalogue, stock, barcode lookup and product sales
- Practice expenses, tax treatment and formula-safe export
- Audited recovery for eligible deleted invoices
Reports, operations and growthSee clinical progress, capacity and business performance without a spreadsheet rebuild.
- Revenue, appointments, invoices and client reporting
- Practitioner utilisation, availability and documentation completion
- Outcome and treatment-course reporting
- Marketing source and booking conversion reporting
- Custom reports and audited formula-safe CSV export
- Birthday, client-spend and rebooking-opportunity reports
- Case expiry and budget-utilisation alerts
- Continuing professional development register and annual targets
- Mailchimp-compatible consented marketing handoff
- Public API and governed organisation and employee MCP access
Multidisciplinary teams and securityKeep one source of truth while respecting clinical and business boundaries.
- Owner, admin, manager, therapist, finance and viewer roles
- Multi-location, organisation-unit and custom permission controls
- Practitioner-private clinical scope and client assignment rules
- Team invitations, deactivation and active-seat management
- Trusted IP restrictions for selected staff and groups
- Full audit history, two-factor authentication and encrypted storage
- Client anonymisation, account export and recovery safeguards
- Therapy and Support Coordination workspace switching
AI usage is subject to an allowance. External integrations may require a separate provider account and setup.
Show us the work you need to get done.
Bring the questions that matter to your practice. We’ll walk through the records, notes and billing with you.
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