1
Open the Goals tab
Open the participant profile and choose Goals. Review existing goals before creating a duplicate.
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Plans, budgets and goals
How to track participant goals
Create goals, add progress updates, link funding context and prepare goal evidence for plan reviews.
Coordinators, therapists and managers
8 minutes
App area: /dashboard/participants/[id]/goals
Before you start
Check these items before changing participant, billing or compliance records.
- Have the participant plan goals available.
- Confirm whether the goal should be active, in progress, achieved or paused.
- Use participant language where possible.
Steps
Follow this workflow.
2
Create the goal
Add the goal title, category, description, start date, due date and current status. Use wording that can be understood by the participant and your team.
3
Add progress updates
Record progress ratings and notes after meaningful events, provider feedback or participant conversations. Keep updates factual and linked to outcomes.
4
Connect evidence from notes and reports
Use case notes, communications and provider documents to support goal progress. Avoid relying on memory when preparing plan review evidence.
5
Review goals before plan review
Before a plan review, check achieved, ongoing and changed goals. Create follow up tasks for missing evidence or provider reports.
Expected outcome
Goal progress is visible, reportable and ready to support NDIS plan review preparation.
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 generate plan review evidence
Prepare plan review material using goals, budgets, case notes, reports, documents and AI summaries.
How to run operational and custom reports
Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.
Related feature pages
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