1
Open the participant profile or caseload page
Use Participants for one record or Caseload for a wider view. Managers can compare assignments, plan review risk and active work across the team.
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Participants and caseload
How to assign and manage a participant caseload
Assign coordinators, use caseload filters, bulk reassign participants and keep scoped access correct.
Managers, admins and coordinators
10 minutes
App area: /dashboard/caseload
Before you start
Check these items before changing participant, billing or compliance records.
- Make sure the staff member has accepted their invite.
- Check whether the participant should be assigned to a coordinator, therapist or both.
- Confirm no open urgent tasks are missed during reassignment.
Steps
Follow this workflow.
2
Set the primary coordinator
Edit the participant and choose the primary coordinator. This controls what coordinator scoped users can see in lists, dashboards and searches.
3
Use bulk reassignment when staff change
From the participant list or manager tools, select multiple participants and reassign them to the new coordinator when a staff member leaves or caseloads shift.
4
Check linked work after reassignment
Review tasks, notes, appointments, plan review reminders and urgent communications so the new coordinator understands the current state.
5
Archive inactive participants
If a participant has exited, update status or archive the record rather than leaving them in the active caseload.
Expected outcome
Caseload views, scoped access and follow up ownership stay accurate across coordinator changes.
Related CordoCare guides
How to add a participant
Create a participant record with contact details, NDIS number, funding route, guardians, emergency contacts and staff assignment.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
How to invite and manage team members
Invite staff, choose roles, manage seat access and keep participant access scoped correctly.
Related feature pages
Want another workflow?
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