The Participants feature in Coordinoter is your one-stop hub for managing everything related to your NDIS participants. This powerful system is designed to give you a holistic overview of each participant, their NDIS plans, and all related activities. From tracking funding to managing contacts and setting up smart notifications, the Participants feature ensures you have all the information you need at your fingertips.
Participant Management System
The Participants feature allows you to manage every aspect of a participant's journey. You can track their NDIS plans, upload necessary files, and even set billing preferences. Need to keep an eye on funding? No problem. The system provides a comprehensive view of each participant's funding status, ensuring you never miss a beat. For more details on how to create a participant, check out;
NDIS Plans
Keeping track of NDIS plans can be a daunting task, but not with Coordinoter. The Participants feature lets you manage multiple NDIS plans for each participant, ensuring you have all the necessary details in one place. You can upload documents, set reminders for plan reviews, and even track the progress of each plan. Dive deeper into NDIS plans features here;
NDIS plans tab
Learn how to use the NDIS plans tab.
File Uploads
Gone are the days of sifting through endless paperwork. With the Participants feature, you can upload and store all relevant files directly within the participant's profile. This ensures that all important documents are easily accessible whenever you need them. Learn more about file uploads in our dedicated article, here;
Participant uploads tab
Get to know the participant uploads tab.
Funding Management
Understanding and managing funding is crucial for NDIS Support Coordinators. The Participants feature provides a clear overview of each participant's funding, including how much has been used and what remains. This helps you plan and allocate resources more effectively.
Billing Preferences
Every participant has unique billing needs, and the Participants feature allows you to set these preferences with ease. Whether it's setting up automatic billing or customising invoices, you can tailor the billing process to meet each participant's requirements. More on billing preferences;
Billing tab
Get to know the participant billing tab.
Contacts and Notifications
Keeping in touch with participants and their support networks is crucial. The Participants feature includes a robust contact management system, allowing you to store and manage all relevant contacts. Additionally, smart notifications ensure you never miss an important update or deadline. Explore more about managing contacts and notifications in this article;
Contacts tab
Get to know the participant contacts tab.
Holistic Overview
The true power of the Participants feature lies in its ability to provide a comprehensive, holistic overview of each participant. From their NDIS plans to their funding and contacts, everything is interconnected, giving you a complete picture at a glance. This makes it easier to make informed decisions and provide the best possible support.
By leveraging the Participants feature in Coordinoter, you can streamline your workflow, ensure compliance, and focus on what truly matters - supporting your participants.