1
Open Calendar
Go to Calendar and choose Add appointment. You can also add participant events from the participant profile.
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Documents and communication
How to schedule appointments and use the calendar
Create appointments, link participants, manage conflicts and use calendar feeds for external calendars.
Coordinators, therapists and managers
7 minutes
App area: /dashboard/calendar
Before you start
Check these items before changing participant, billing or compliance records.
- Know the appointment participant, time, location and purpose.
- Confirm whether the appointment should be visible in participant history.
- Check for conflicts before confirming.
Steps
Follow this workflow.
2
Enter appointment details
Add title, participant, date, start and end time, location, description and any reminders.
3
Check conflicts
Review warnings for overlapping appointments or unavailable times before saving.
4
Use participant appointment history
Open the participant Appointments tab to review past and upcoming appointments connected to that participant.
5
Subscribe to the calendar feed if needed
Use the iCal feed option if your organisation uses an external calendar for read only appointment visibility.
Expected outcome
Appointments are connected to participant records and visible in calendar and participant history.
Related CordoCare guides
How to log participant communications
Record calls, emails, meetings and provider contact so the participant communication history stays complete.
How to create case notes
Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
Related feature pages
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