CordoCare how-to guides
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New here? Look around firstGetting started
Account setup, onboarding, navigation and the first day in CordoCare.
Participants and caseload
Participant records, waitlist, referrals, providers and day to day caseload work.
How to add a participant
Create a participant record with contact details, NDIS number, funding route, guardians, emergency contacts and staff assignment.
How to assign and manage a participant caseload
Assign coordinators, use caseload filters, bulk reassign participants and keep scoped access correct.
How to manage a participant profile
Use the participant overview, tabs, contact actions and profile completeness checks to keep records current.
How to use waitlist and referrals
Record referrals, assess intake, manage waitlist status and convert a referral or waitlist entry into a participant.
How to link providers to a participant
Use the provider directory, add provider contacts, link providers to participants and maintain service relationships.
Plans, budgets and goals
NDIS plan upload, budget setup, utilisation checks and goal tracking.
How to create or edit an NDIS plan manually
Create a plan, attach the official PDF, add categories and keep active plan status accurate.
How to track NDIS plan budgets and utilisation
Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.
How to track participant goals
Create goals, add progress updates, link funding context and prepare goal evidence for plan reviews.
Case notes and billing
Case notes, billable work, invoices, billing runs and payment workflows.
How to create case notes
Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.
How to finalise, amend and bill case notes
Move case notes from draft to finalised, keep an audit trail and make notes available for invoicing.
How to generate NDIS invoices
Create invoices from finalised case notes, review line items, send PDFs and export billing files.
How to run a billing cycle
Use billing runs, billing periods, unbilled summaries and exports to complete a repeatable finance workflow.
How to configure billing routes and plan managers
Set funding type, billing contact, plan manager details and invoice routing so invoices go to the right place.
Documents and communication
Documents, agreements, welcome packs, forms, appointments and communication logs.
How to upload and manage documents
Upload participant files, categorise documents, control access and keep evidence attached to the right record.
How to send and track service agreements
Create a service agreement, use templates, send for e-signing and monitor agreement status.
How to send a welcome pack
Create, send and track a participant welcome pack with acknowledgement and onboarding documents.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
How to schedule appointments and use the calendar
Create appointments, link participants, manage conflicts and use calendar feeds for external calendars.
How to log participant communications
Record calls, emails, meetings and provider contact so the participant communication history stays complete.
How to build and send forms
Create reusable forms, send public form links and review submitted responses.
Team and settings
Organisation setup, seats, roles, notifications, KPIs, time clock and imports.
How to invite and manage team members
Invite staff, choose roles, manage seat access and keep participant access scoped correctly.
How to configure notifications, KPIs and time clock
Set staff notifications, KPI targets, time clock settings and payroll support workflows.
How to import and export data
Use import tools, migration review, data export and finance exports without breaking participant records.
AI and reports
CordoCare AI, NDIS knowledge, plan summaries, smart search and reporting.
How to use AI for case note drafting
Use CordoCare AI to turn rough notes into professional NDIS case note drafts while keeping human review in control.
How to use the CordoCare AI assistant
Ask CordoCare AI for NDIS knowledge, app guidance, participant context, case note wording and workflow help.
How to generate plan review evidence
Prepare plan review material using goals, budgets, case notes, reports, documents and AI summaries.
How to run operational and custom reports
Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.
Compliance and admin
Incidents, risks, consent, audit logs and safe admin operations.
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