1
Create or open a referral
Go to Referrals and add the referral details, source, status, contact information and any notes about service needs.
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Participants and caseload
How to use waitlist and referrals
Record referrals, assess intake, manage waitlist status and convert a referral or waitlist entry into a participant.
Intake staff, coordinators, managers and admins
10 minutes
App area: /dashboard/referrals
Before you start
Check these items before changing participant, billing or compliance records.
- Have the referral source, participant details and contact permission ready.
- Confirm whether the person is ready for intake or should remain waitlisted.
- Avoid creating a duplicate participant record.
Steps
Follow this workflow.
2
Move through the referral status
Use the status workflow to show whether the referral is received, acknowledged, assessing, accepted, declined, waitlisted or completed.
3
Add a waitlist entry when capacity is not available
Use the waitlist when the person is suitable but cannot start immediately. Keep priority, expected start timing and notes current.
4
Convert to participant when accepted
When intake is approved, convert the referral or waitlist entry to a participant record. Review the created profile and fill any missing details.
5
Create follow up tasks
Add tasks for consent, plan upload, service agreement, welcome pack and first appointment so intake does not stall.
Expected outcome
Referral and waitlist work stays visible, and accepted referrals become clean participant records.
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 send a welcome pack
Create, send and track a participant welcome pack with acknowledgement and onboarding documents.
How to send and track service agreements
Create a service agreement, use templates, send for e-signing and monitor agreement status.
Related feature pages
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