# Welcome to Comm.care Help ## 📌 CHSP DEX Stage 3 — Now Available DSS made **15 new session-level fields** mandatory in DEX on 11 August 2026. Comm.care now captures them on your Progress Notes. 📋 **Only the fields DEX asks for** — gated per Service Type, sourced live from DEX ⏮️ **Older notes render the new fields** — reopen any Progress Note from 1 July onwards to backfill in place 💬 **DEX rejections shown verbatim** — the DSS Sync Tracker tells you exactly which field DEX wants If you deliver any of the 19 affected CHSP activities, work through your **1 July → 10 August** notes to close the retrospective gap DSS expects. 👉 [What changed and what to do about 1 July](features/reporting/chsp-stage-3-what-changed.md) --- ## 👋 New to Comm.care? **Just getting started?** - [5-Minute Quick Start](setup-and-configuration/staff-management/index.md) - Get oriented fast - [4-Week Bootcamp Program](onboarding-programs/bootcamp-4-week.md) - Comprehensive guided setup (recommended) **What's your role?** - [I'm a Manager/Administrator](by-role/managers.md) - [I'm a Support Worker](by-role/support-workers.md) - [I'm a Support Coordinator](by-role/coordinators.md) --- ## 🎯 What do you need help with today? **Common tasks:** - [Record a service I just delivered](daily-workflows/recording-service-delivery.md) - [Create an invoice or claim](setup-and-configuration/staff-management/index.md) - [Roster my team](setup-and-configuration/staff-management/index.md) - [Set up a new participant](setup-and-configuration/staff-management/index.md) - [Run a report](setup-and-configuration/staff-management/index.md) --- ## 📚 Browse by Feature - **[Circle of Care](setup-and-configuration/staff-management/index.md)** - Managing participant information - **[Progress Notes](setup-and-configuration/staff-management/index.md)** - Documenting service delivery - **[Scheduling & Rostering](setup-and-configuration/staff-management/index.md)** - Managing appointments - **[Invoicing & Claims](setup-and-configuration/staff-management/index.md)** - Getting paid - **[Reporting](setup-and-configuration/staff-management/index.md)** - NDIS, DEX, MDS reporting - **[Quality Management](setup-and-configuration/staff-management/index.md)** - Incidents, risks, feedback [View all features →](setup-and-configuration/staff-management/index.md) --- ## 🏢 Setup & Configuration - [Organisation Profile & Settings](setup-and-configuration/staff-management/index.md) - [Services Configuration](setup-and-configuration/staff-management/index.md) - [Staff Management](setup-and-configuration/staff-management/index.md) - [Accounting Integrations](setup-and-configuration/staff-management/index.md) --- ## 📋 By Funding Source - **[NDIS](setup-and-configuration/staff-management/index.md)** - National Disability Insurance Scheme - **[CHSP / Aged Care](setup-and-configuration/staff-management/index.md)** - Commonwealth Home Support Programme - **[MDS / HACC](setup-and-configuration/staff-management/index.md)** - Minimum Data Set - **[Group Support Services](setup-and-configuration/staff-management/index.md)** - Day programs and group services --- ## ❓ Need More Help? - [Submit a Support Case](support/submit-a-case.md) - [Support & Help](support/index.md) --- ## 📕 Previous Announcements ### 📌 Client Fee for Service — Structured Billing (27 Aug 2026) **Client Fee for Service** Services now support **structured line items** — the same model already used by NDIS. 🧾 **Define line items on your Services** — add named rates with unit of measure and price (e.g. "Weekday rate", "Weekend rate") 📅 **Appointments pre-fill automatically** — when you book against a fee-for-service Service, line items carry through 📝 **Progress Notes capture what was delivered** — line items pre-populate from the Appointment; just confirm time or quantity 💰 **Claims & Invoices calculate amounts by UOM** — hourly rates use time, per-item rates use quantity — same logic as NDIS Providers using Client Fee for Service should define Support Items on their Services to take advantage of structured billing. 👉 [Managing services](setup-and-configuration/services-configuration/managing-services.md) ### 📌 Circle Activity – New Layout (14 Aug 2026) The **Circle → Activity** screen has a new layout that puts what matters most front and centre. 👤 **Profile & Goals side by side** — see the participant's details and their goals at a glance 📌 **Pinned Documents below** — key documents displayed as a 2-column card grid, latest pinned first 💬 **Activity feed on the right** — the Streams feed moves to the right rail, keeping the conversation visible without dominating the page Mobile and tablet views are unchanged — everything still stacks in a single column. ### 📌 Instant Phone Alerts (10 Aug 2026) Stay in the loop without opening the app. The Comm.care mobile app now sends **instant phone alerts** (push notifications) straight to your phone. 📲 Get notified instantly when someone **@mentions you** in a comment 🚩 Receive alerts when a document in your Circle is **flagged** (red or yellow) 👆 **Tap the notification** to jump directly to the record — no searching needed Make sure your team has notifications enabled on their devices so they never miss what matters. 👉 [Learn how to enable phone alerts](integrations/Enabling%20and%20using%20mobile%20push%20notifications.md) ### 📌 Alert on Total Hours Booked – (14 July 2026) Spot over-scheduled staff at a glance on the **Organisation → Calendar → Schedule view**. ⚠️ Inline warning when a staff member's booked hours exceed **38 hours/week** 🟨 Staff row highlighted with red warning text for quick visibility 🟥 Unassigned row now turns **red** when it contains unassigned appointments A clearer visual signal to help coordinators avoid over-scheduling and catch unassigned work faster. 👉 [Learn more](https://help.pnyx.com.au/help/features/scheduling-rostering/workforce-rostering#Over-booking+warning+(over+38+hours%2Fweek)) ### 📌 Multiple Funding Periods – Now Available (10 July 2026) Manage **multiple funding periods** within a single **Roadmap** for greater flexibility and easier budget planning. ➕ Add multiple funding periods in one Roadmap ✏️ Update or remove funding periods as needed 📅 Maintain a continuous funding schedule across timeframes A simpler way to organise funding across different periods without restarting the setup process each time. 👉 [Learn more](https://help.pnyx.com.au/help/features/circle-of-care/roadmap#NDIS+Funding+Periods) ### 📌 Dropdown Search & Sorting Improvements (9 June 2026) System dropdowns are now easier to use and navigate. 🔎 **Quickly find what you need** Start **typing to search** instantly, with lists now sorted **alphabetically** to help you find items faster. ### 📌 MAC ID Filter for Participants (11 May 2026) You can now search Participants by **MAC ID** in **Organisation > Circles**. 🔎 **Search Faster** Type part of a **MAC ID** to quickly find matching Participants. 📋 **Find Missing MAC IDs** Select **Blank** to view Participants without a saved **MAC ID**. 👉 [_Learn more_](help/features/circle-of-care/overview#Access+Circle+from+Organisation) ### 📌 Timesheet Integration (24 Apr 2026) Export timesheets ready for your accounting system — no more manual formatting. 💼 **Works with Xero, QuickBooks & Employment Hero** Select your system in the new **Timesheet Integration** dropdown, and data in **Reports > Timesheets** (formerly Staff Hours) will automatically match the required format. 👉 [_Learn more_](help/features/reporting/running-reports#5.+Timesheets) ⚙️ **QuickBooks? Add Employee ID** Ensure accurate staff mapping by adding an **Employee ID** in **User Profile**. 👉 [_Learn more_](help/integrations/accounting/quickbooks-timesheets) ### 📌 Print Roster – Now Available (16 Apr 2026) Export your calendar into a print-friendly PDF — ready to download and print in seconds. 🗓️ Available on all calendar pages Use the **Download PDF** button in Month, Week, Day, or Agenda view to export exactly what’s visible on screen, including filters and selected date range. 👉 [_Learn more_](help/features/scheduling-rostering/my-calendar) ### 📌 NDIS Funding Period Tracking – Now Available (15 Mar 2026) Manage funding in structured periods directly inside the NDIS-funded Service Roadmap. 💰 Track Budget & Time Utilisation 🔄 Restart a funding period anytime 🔎 Filter by Overbudget, Underbudget & Upcoming Expirations in Organisation > Circle A clearer way to monitor funding health and stay ahead of deadlines. 👉 [_Learn more_](help/features/circle-of-care/roadmap) ### 📌 Invoice due date – Quick Reminder (02 Feb 2026) Make sure your **Days Until Due** is set in **Organisation > Profile > Back Office**. 🗂 **Automatic Due Date Calculation** When completed, Tax Invoices will automatically calculate and display the **Invoice due date** based on the issue date. The due date is saved when the invoice is created and won’t change later. If left blank, no due date will be shown. A simple setting to help keep your invoicing on track. 👉 [_Learn more_](help/setup-and-configuration/invoicing-setup) ### 📢 Participant Documents Just Got Easier! (27 Jan 2026) Improved document creation and access to help you manage participant information faster and more efficiently. 📄 **Timeline – Create Documents** Create participant documents with fewer clicks. Select **Add Document** to instantly view all available templates in one place and get started faster. 👉 [_Learn more_](help/features/circle-of-care/timeline-and-records.md) 📂 **Document Access** Enjoy clearer, more streamlined access to participant documents. Each document type now has a defined purpose, making information easier to find and manage. 👉 [_Learn more_](help/features/circle-of-care/understanding-document-access.md) ### 📢 Drag & Drop on Organisation Calendar (14 Dec 2025) Reschedule appointments and assign staff in seconds by simply dragging events across the Organisation Calendar — perfect for managing Unassigned appointments faster. <video src="help/Attachments/scheduling-drag-and-drop-assign-unassigned.webm" autoplay loop muted playsinline></video> 🔒 Available for **Enterprise plan organisations** only. 👉 [Read the full Drag and Drop guide here](features/scheduling-rostering/drag-and-drop-calendar.md)