Complete product guide

Two ways to work. Every CordoCare feature clearly listed.

Choose Support Coordination or Therapy & Allied Health to see the complete, popular-first feature list for that workspace.

CordoCare participant workspace showing synthetic participant, plan and case note information
Client proof
"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.

One participant story, nine connected work areas

Move from intake to evidence, reporting and billing without rekeying the work.

Participants and caseloads

Know the whole participant story before the next call.

Keep the records, people, funding context and next actions that coordinators need in one searchable workspace.

  • Participant records and coordinator ownership
  • Caseload views and participant smart search
  • NDIS plan dates, budgets and funding management
  • Goals, contacts, representatives and consent context
  • Activity timeline, documents and communication history
  • Waitlist, leads, referrals and participant onboarding

Case notes and safe AI

Turn work into usable evidence while it is still fresh.

Capture notes on mobile or desktop, then use AI as a drafting assistant while your team keeps review and final approval.

  • Billable and non-billable case notes
  • Voice transcription and structured note drafting
  • Humanise and Easy Read writing tools
  • Reusable case note templates
  • Attachments, incidents and review status
  • Duration, travel and billing detail on the note

AI agents and CordoCare MCP

Allow your AI agents to do authorised CordoCare work for you.

Give an organisation or employee agent controlled access to real workflows without giving it unrestricted access to the business.

  • Organisation-scoped Model Context Protocol (MCP) endpoint
  • Personal 90-day agent keys for employees
  • Live role, team and participant access checks
  • Participant, case note, task, billing and team tools
  • Idempotent writes, audit history and reversible actions
  • Immediate revocation and organisation kill switch
See how CordoCare MCP is governed

Billing, invoices and exports

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.

Read the practical MCP guide
CordoCare MCP screen showing the endpoint, current role scopes and expiring personal agent keys

Feature questions

What support coordination teams usually ask.

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.

Compare both workspace options