1
Search the provider directory
Go to Providers and search by provider name, service type, suburb, contact or keyword. Open the existing provider if one already exists.
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Participants and caseload
How to link providers to a participant
Use the provider directory, add provider contacts, link providers to participants and maintain service relationships.
Coordinators, therapists and managers
8 minutes
App area: /dashboard/providers
Before you start
Check these items before changing participant, billing or compliance records.
- Check whether the provider already exists before creating a new record.
- Confirm provider name, service type, contact person, phone, email and website.
- Know which participant should be linked to the provider.
Steps
Follow this workflow.
2
Create the provider if needed
Add provider name, provider type, contact details, website, address, notes and active status. Keep provider records broad enough to reuse across participants.
3
Link the provider from the participant profile
Open the participant, choose Providers, then link the provider. Add the service relationship, notes and any important contact preferences.
4
Use provider context during coordination
Refer to linked providers when logging communications, creating tasks, preparing plan reviews or checking gaps in service delivery.
5
Unlink rather than deleting shared providers
If a participant stops using a provider, unlink the provider from that participant. Only deactivate a provider record when it should no longer be used anywhere.
Expected outcome
Provider relationships are visible on the participant profile and reusable across the organisation.
Related CordoCare guides
How to log participant communications
Record calls, emails, meetings and provider contact so the participant communication history stays complete.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
How to generate plan review evidence
Prepare plan review material using goals, budgets, case notes, reports, documents and AI summaries.
Related feature pages
Want another workflow?
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