Support Coordination
Run support coordination in one place.
Manage your caseload, assign coordinators, log billable case notes, track budget burn, and keep tasks, goals, referrals, and claims connected to each participant.
Overview
Support Coordination supports a caseload of participants, assigned coordinators and coordinator history, billable case notes, plan budget tracking and budget burn, tasks, goals, referrals, and claim preparation.
It helps coordinators keep participant work organised and supports email, report, and CSV outputs.
Before you begin
- Set up the participant (client) records first.
- Have plan budget, coordinator, and billing context ready.
Recommended setup order
- Open Support Coordination and add participants to the caseload.
- Assign a coordinator and level, and review coordinator history when it changes.
- Record the plan budget and review budget burn as case notes are logged.
- Log billable case notes against the right activity and participant.
- Track tasks, goals, and referrals for each participant.
- Prepare claims and export a CSV or send reports where needed.
Key fields and settings
Caseload
The set of participants a coordinator is responsible for.
Coordinator history
A record of who was assigned, changed, removed, or reactivated, and when.
Billable case note
A logged activity note that can contribute to budget burn and claims.
Budget burn
How much of the plan budget has been used against logged work.
Claim
Prepared claim data for coordination activity, exportable as CSV.
Best practice
- Keep the plan budget current so budget burn stays meaningful.
- Log case notes against the correct participant and activity.
- Review claim data before exporting or submitting it.
Common mistakes to avoid
- Logging case notes without a recorded plan budget.
- Submitting claim exports without reviewing them first.
- Treating budget burn as a substitute for the NDIS plan of record.
What to do next
Related guides
Clients
Set up client profiles, NDIS number, contacts, representatives, emergency contacts, plan management, linked site, and billing context.
Audit, Documents, and EvidenceDocuments
Upload and manage documents linked to staff, clients, sites, or organisation areas, with expiry dates and audit evidence readiness.
Incidents and ReportingReports
Capture staff shift reports and notes connected to rostered work, review them as a manager, and keep them ready for evidence.
Need help applying this setup path?
Book a BondiByte demo and we can walk through the right setup order for your provider.