NDIS Plan Management

Upload and Manage NDIS Plan Documents

Upload NDIS plan PDFs, enter budget lines, and track spending in real time. CordoCare keeps all your plan data organised with budget health indicators and review reminders.

Keep All Plan Data in One Place

Every new NDIS plan arrives as a PDF. Coordinators need a reliable way to store plan documents and enter budget data without losing track of categories, amounts, or dates.

CordoCare gives you a structured way to upload plan PDFs, enter budget lines, and track spending across every support category. No more spreadsheets that go out of date.

How It Works

Three steps from PDF to fully tracked plan.

1

Upload Plan PDF

Drag and drop an NDIS plan PDF or select from your device. CordoCare stores plan documents securely alongside participant records.

2

Enter Budget Lines

Add budget categories, support items, funding amounts and dates. CordoCare structures the data for real-time tracking.

3

Track & Monitor

Budget tracking begins immediately. See real-time spending, colour-coded health indicators and plan review reminders across your caseload.

What CordoCare Tracks

Enter the key data from each plan and CordoCare tracks it all for budget monitoring, billing and plan review preparation.

Tracked Fields

  • Plan start and end dates
  • Participant NDIS number
  • Core Supports funding total
  • Capacity Building line items
  • Capital Supports allocations
  • Stated support items and amounts
  • Support coordination funding
  • Plan management type (agency, plan, self)

Plan Management Features

From document storage to review reminders, everything you need to manage NDIS plans across your caseload.

Plan PDF Upload & Entry

Upload NDIS plan PDFs and enter budget lines, support categories, funding amounts and plan dates. Store all plan documents securely alongside your budget data.

Plan History Tracking

Keep a complete history of every plan version for each participant. Compare current and previous plans side by side to see what changed.

Budget vs Actual Comparison

See how actual spending compares to plan allocations across every support category. Identify under-utilised funding before the next plan review.

Plan Review Reminders

Automatic reminders when a plan review is approaching. Never miss a review date or lose track of expiring plans across your caseload.

Multi-Plan Support

Manage participants with concurrent plans, plan amendments and gap periods. CordoCare tracks which plan applies to each billing period.

Support Category Breakdown

Every plan is broken into Core, Capacity Building and Capital categories with individual support items listed under each. Matches the NDIS Price Guide structure.

Try NDIS Plan Management for Free

Start your 14-day free trial and set up your first NDIS plan in minutes.

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