Before you start
- Use the invitation link from your organisation if you are joining an existing team.
- Have your organisation name, ABN and NDIS provider details ready if you are setting up a new organisation.
- Ask your admin which role you should have before you start entering participant information.
Step 1
Sign in or accept your invitation
Open CordoCare, choose Sign In, then use the email address connected to your organisation. If you received an invite, use that invite link first so your account joins the right organisation.
- Use your work email address.
- Verify your email if prompted.
- Contact your admin if you land in the wrong organisation.
Step 2
Complete the onboarding checklist
Start with your organisation details, then choose support coordination, allied health or both. You can skip optional team, booking and agreement steps and finish them later in Settings.
- Add organisation contact details and branding before sending invoices.
- Invite staff before assigning participants.
- Create at least one participant before testing notes, plans and billing.
Step 3
Learn the main navigation
Use the left navigation to move between Dashboard, Participants, Case Notes, Tasks, Calendar, Documents, Billing, Reports, Compliance and Settings. On mobile, use the bottom navigation for the most common work.
Step 4
Activate your trial
At the final setup step, check your plan and trial terms, then add your card through Stripe. You return to CordoCare while we confirm the subscription. Once confirmed, choose Open your workspace. If you leave Stripe without finishing, your setup stays saved and you can try again.
Step 5
Open your workspace
Use the dashboard to see your caseload, upcoming work, overdue tasks, plan review reminders, recent activity and billing progress. Coordinators see scoped work, while managers and admins see wider team information.
Step 6
Open the AI assistant when you need help
Use the floating CordoCare AI assistant or the Help page when you need NDIS guidance, app instructions, case note wording or workflow help while you are inside the app.
What you should have now
You can find the main parts of CordoCare, understand what your role can access and know where to go when you need help.