Participants, sorted.
All of your participant data is effortlessly organised in our feature-rich, intuitive participant management interface.
Participant profiles.
This intuitive participant management profile is your one-stop-shop for all the vital stats, details and contact preferences for each participant. Keep it updated, and you’ll always have the info you need right at your fingertips.
NDIS plan interface.
The NDIS Plan system in Coordinoter allows users to view and edit participant NDIS Plan details, including plan dates, participant goals, funded supports, and reporting dates. Users can upload plans, archive old plans, and export previous plans, ensuring comprehensive management and compliance.
Funding management.
Manage participant funding by defining default charge items, total funding amounts, and management types (self, plan or agency). Track core, capacity, and capital funding utilisation. Set plan manager or self-managed contact preferences and payment methods for seamless service payments.
Document management.
The Document Management feature allows you to upload, organise, and access participant files that aren’t tied to specific NDIS plans. Use the upload section to manage documents like Risk Assessments, IDs, and Companion Cards efficiently. Keep files updated and clearly named for easy retrieval.
Frequently asked questions.
The Participants system in Coordinoter is a comprehensive tool for managing NDIS participants. It provides a holistic overview of each participant, including their NDIS plans, funding, contacts, and activities.
You can track funding, upload files, set billing preferences, and manage contacts with smart notifications. This system ensures you have all the information you need to support your participants efficiently.
Our AI-first development approach and unwavering dedication to innovation ensure that we continuously introduce new features and rapidly iterate on the latest advancements.
Coordinoter’s smart set of digital tools, schedulers, and workflow managers provide support coordinators with a clear overview of tasks, participants, and team activities. Our commitment to constant improvement sets us apart from the rest.
Discover more Coordinoter features.
Streamline your workflow and increase productivity with our smarter software, built in collaboration with Support Coordinators like you.
Tasks system
Document, track, and bill for your services with our smart tasks system. Case notes to billing, it’s all covered.
Invoicing
Create and send detailed invoices with ease. Let us take care of the billing, so you can focus on what matters.
Unleash your productivity.
Sign up for Coordinoter today and experience how our intelligent CRM can revolutionise your workflow.
