1
Open the participant plan upload screen
Open the participant profile, go to Plans, then choose Upload NDIS Plan. Upload the PDF and wait for CordoCare to finish extraction.
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Plans, budgets and goals
How to upload an NDIS plan with AI
Upload a participant NDIS plan PDF, review extracted details, check budget categories and create the plan safely.
Coordinators, therapists, managers and admins
12 minutes
App area: /dashboard/participants/[id]/plans/upload
Before you start
Check these items before changing participant, billing or compliance records.
- Use the complete NDIS plan PDF, not a screenshot or partial extract.
- Check that the participant record exists first.
- Have the original PDF open so you can verify extracted dates and budget amounts.
Steps
Follow this workflow.
2
Review participant matching
Confirm the extracted participant name, NDIS number and plan dates match the existing participant record. Correct anything that does not match the PDF.
3
Check budget categories and support lines
Review Core, Capacity Building and Capital categories, then check line items, allocated amounts, support item names and any confidence flags.
4
Choose the final action
Use the review step to decide whether the plan should create a new plan, update an existing draft or be held for manual correction.
5
Save and verify budget summary
After saving, open the plan detail page and compare total budgets against the original PDF. Record any correction before using the plan for billing or reporting.
Expected outcome
The participant has a verified NDIS plan with budgets ready for utilisation tracking, goals and billing checks.
Related CordoCare guides
How to create or edit an NDIS plan manually
Create a plan when AI upload is not available, add categories and keep active plan status accurate.
How to track NDIS plan budgets and utilisation
Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.
How to generate plan review evidence
Prepare plan review material using goals, budgets, case notes, reports, documents and AI summaries.
Related feature pages
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