The whole coordination job in one workspace: the caseload, billable case notes, plan budgets, goals, tasks, referrals, reports and claims, with a clear record of who did what for every participant.
See every participant's coordination status at a glance and keep nothing slipping through.
Log billable coordination time as you work and watch the budget in real time.
Run the whole coordination workflow in one workspace: goals, tasks, referrals and coordinator history.
Support coordination usually runs on a private spreadsheet: who is on the caseload, what was done for each participant, how much of the plan budget is left. That holds together until a coordinator is away, a claim is due or the NDIA asks for a report, and the answers turn out to live in one person's head.
Add participants to the caseload and assign each a coordinator and level: Support Connection, Coordination of Supports or Specialist Support Coordination. The list shows who is assigned, unassigned or inactive at a glance, with each participant's budget position beside them.
Record case notes with the date, duration, travel and activity type. Mark a note billable and book it against a funded plan line item, or keep it non-billable; either way the work is on the record.
The Plan & budget view shows funded, used and remaining amounts per line item, whole-plan totals, and when the plan ends, so nothing runs dry unnoticed.
Track goals with progress, tasks with due dates and assignees, and referrals to other providers. A referral can be emailed as a branded PDF letter directly from the workspace, with its status tracked from Sent through to In place.
Compile an initial plan implementation report or an end-of-plan reassessment report and email it, then turn billable time into a claim and export the NDIS-ready file.
Coordinators can switch to My caseload and work from their own list, while managers see the whole caseload including inactive participants.
Every billable case note is booked against a funded plan line item, so each billable minute has a funding source and a rate.
Emails sent from the coordination workspace are recorded as activities on the participant, with billable time attributed where it applies.
Referrals generate a PDF letter carrying your organisation details and are emailed to the provider, with status tracked as Sent, Accepted, Declined or In place.
Goals carry status, target dates and progress percentages; tasks carry due dates, priorities and assignees.
Initial plan implementation and end-of-plan reassessment reports compile the coordinator, budget position, goals, referrals and activity summary, ready to email.
Only active staff can be assigned as coordinators, and every assignment, change and removal is recorded in the participant's history, naming who replaced whom.
When coordination ends, the participant is made inactive on the caseload rather than removed. The record stays, the change is logged, and reactivation is one action later.
A billable case note cannot be saved without the funded line item it draws from, so budget burn and claims stay accurate by construction.
Yes. The My caseload view filters the list to participants assigned to the signed-in coordinator, and managers can view the full caseload including inactive entries.
Support Connection, Coordination of Supports and Specialist Support Coordination. The level is recorded with the coordinator assignment.
Yes. Case notes can be marked non-billable, so phone calls and admin stay on the record without touching the budget. Billable notes must be booked against a funded line item.
The new assignment replaces the old one and the participant's history records the change, including who was replaced, so handovers stay visible.
An initial plan implementation report and an end-of-plan reassessment report, compiled from the participant's coordination record and emailable from the workspace, with the send logged as an activity.
Participant records with the detail NDIS operations need.
Clients & CoordinationCreate the participant record once, properly: identity and NDIS number, contact and communication preferences, the people around them, plan management, and the rostering model that matches how they receive support. Everything downstream draws on it.
Clients & CoordinationRecord a participant's representative and exactly what they're authorised to do.
Clients & CoordinationEvery participant pays differently: agency managed, plan managed or self managed. The billing profile holds who pays, where the invoice goes and how it should arrive, and BondiByte checks it is complete before an invoice can be sent.
Clients & CoordinationKey changes to a participant are recorded with who did it and when.
Clients & CoordinationBudget burn rolls up funded amounts, consumed (billable) work, and what remains per participant.
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