1
Open Communications from the participant
Open the participant profile and choose Communications. This keeps the communication tied to the right participant.
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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
App area: /dashboard/participants/[id]/communications
Before you start
Check these items before changing participant, billing or compliance records.
- 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.
Steps
Follow this workflow.
2
Choose the communication type
Select call, email, meeting, provider contact or another relevant type. Add date, direction, contact name and summary.
3
Record outcome and next step
Describe the key outcome and create a linked task if there is a follow up.
4
Respect consent preferences
Check communication preferences and consent before sending non-essential messages or sharing information with third parties.
5
Use communications during plan review
Review communication history when preparing reports, investigating service gaps or following up providers.
Expected outcome
Important contact history is searchable and available to the team without overloading case notes.
Related CordoCare guides
How to create case notes
Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.
How to link providers to a participant
Use the provider directory, add provider contacts, link providers to participants and maintain service relationships.
How to manage compliance, incidents, risks and consent
Record incidents, manage risk register items, maintain consent and use audit history for compliance work.
Related feature pages
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