Documents and communication

How to log participant communications

Record calls, emails, meetings and provider contact so the participant communication history stays complete.

Coordinators, therapists and managers · 5 minutes

Before you start

Know who was contacted and why.
Record communication that matters for participant support, consent, billing or follow up.
Use case notes for service documentation and communications for contact history.

Step 1

Open the participant profile and choose Communications. This keeps the communication tied to the right participant.

Step 2

Select call, email, meeting, provider contact or another relevant type. Add date, direction, contact name and summary.

Step 3

Describe the key outcome and create a linked task if there is a follow up.

Step 4

Check communication preferences and consent before sending non-essential messages or sharing information with third parties.

Step 5

Review communication history when preparing reports, investigating service gaps or following up providers.

Important contact history is searchable and available to the team without overloading case notes.

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

Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.

Use the provider directory, add provider contacts, link providers to participants and maintain service relationships.

Record incidents, manage risk register items, maintain consent and use audit history for compliance work.

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.