1
Review the overview
Use the Overview tab for contact details, assignment, plan manager details, profile completeness, recent activity and quick actions.
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Participants and caseload
How to manage a participant profile
Use the participant overview, tabs, contact actions and profile completeness checks to keep records current.
Coordinators, therapists, managers and admins
6 minutes
App area: /dashboard/participants/[id]
Before you start
Check these items before changing participant, billing or compliance records.
- Open the correct participant record.
- Check your role allows you to edit before changing data.
- Confirm sensitive details before saving.
Steps
Follow this workflow.
2
Use tabs for specific work
Use Notes, Plans, Goals, Tasks, Documents, Communications, Appointments, Invoices, Agreements, Welcome Pack, Referrals and Providers to keep each type of work in the right place.
3
Update contact and billing details
Use Edit to change phone, email, address, guardian details, emergency contact, plan manager and billing route details.
4
Use quick contact actions
Use phone, email and communication actions from the participant profile so outreach is easy to trace later.
5
Check activity after important changes
Review the Activity tab after major updates so the team can see what changed and when.
Expected outcome
The participant record remains complete, searchable and useful for every team member working with that participant.
Related CordoCare guides
How to add a participant
Create a participant record with contact details, NDIS number, funding route, guardians, emergency contacts and staff assignment.
How to log participant communications
Record calls, emails, meetings and provider contact so the participant communication history stays complete.
How to upload and manage documents
Upload participant files, categorise documents, control access and keep evidence attached to the right record.
Related feature pages
Want another workflow?
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