1
Open the participant plan review area
Open the participant profile and go to Plan Review if available, or gather information from Plans, Goals, Notes, Documents and Reports.
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AI and reports
How to generate plan review evidence
Prepare plan review material using goals, budgets, case notes, reports, documents and AI summaries.
Coordinators, managers and therapists
20 minutes
App area: /dashboard/participants/[id]/plan-review
Before you start
Check these items before changing participant, billing or compliance records.
- Confirm the plan review date and plan end date.
- Review case notes, goals, budget utilisation and provider reports.
- Collect the participant voice and current support needs.
Steps
Follow this workflow.
2
Review plan utilisation
Check budget usage, remaining funds, overuse, underspend and category level risks. Note anything that needs explanation.
3
Review goal progress
Open Goals and case notes to summarise progress, barriers, changed needs and future goal recommendations.
4
Use AI for structured summaries
Use AI to draft summaries from available notes where your role allows it. Check the output against the source records.
5
Create follow up tasks for gaps
If provider reports, participant statements or evidence are missing, create tasks with due dates before the review meeting.
Expected outcome
The plan review evidence is organised, source backed and ready to turn into a report or discussion brief.
Related CordoCare guides
How to track participant goals
Create goals, add progress updates, link funding context and prepare goal evidence for plan reviews.
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 run operational and custom reports
Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.
Related feature pages
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