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

Before you start

Step 1

Open the participant profile and go to Plan Review if available, or gather information from Plans, Goals, Notes, Documents and Reports.

Step 2

Check budget usage, remaining funds, overuse, underspend and category level risks. Note anything that needs explanation.

Step 3

Open Goals and case notes to summarise progress, barriers, changed needs and future goal recommendations.

Step 4

Use AI to draft summaries from available notes where your role allows it. Check the output against the source records.

Step 5

If provider reports, participant statements or evidence are missing, create tasks with due dates before the review meeting.

The plan review evidence is organised, source backed and ready to turn into a report or discussion brief.

Follow the next task, or explore the product workflow behind this guide.

Create goals, add progress updates, link funding context and prepare goal evidence for plan reviews.

Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.

Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.

Bring the questions that matter to your practice. We’ll walk through the records, notes and billing with you.

No account or card needed to request a walkthrough.