# Customer Service Management : Comm.care Basic Onboarding Program Key steps for Managers to get your organisation ready to use Comm.care ### Step 1: Define and input all of your Services: You may need to do some planning outside the platform to determine the list of activities or supports you will offer to clients, whether they are funded, fee-for-service or free. Relevant services are drawn into client’s service roadmaps and into funder reports. In the [**Standard Onboarding**](https://www.pnyx.com.au/onboarding/Comm.care%20Onboarding%20Program.pdf)**,** you don't need to worry about it as we will be doing that for you! Just keep your NDIS papers ready before the training! The fee you associate with a specific service is drawn into Activity reports to help you invoice more efficiently. - [Read the tutorial on managing your organisation's services](About%20Organisations%20Services.md) ### Step 2: Give your team members access to Comm.care: In our 2nd email, we will guide you to set-up your staff in Comm.care with correct access. - [Read the tutorial about organisation roles](Organisation%20Roles.md) ### Step 3: Create your Circles of Care: Once you have the services set-up, we'll start with creating your first circle of care (i.e. your client's profile) 1. Add Client Profile information 1. [Read about Circle of Care](About%20Circle%20of%20Care.md) 2. Give users access and roles within circles 1. [Read: Roles and access levels within circles](Staff%20access%20to%20Circles.md) 2. [Read: Managing Staff access to multiple circles](Staff%20access%20to%20multiple%20Circles.md) 3. [Watch: How to add or remove staff access to multiple Circles](https://www.youtube.com/watch?v=7eJeuVS3ig8) 3. Create a Service Roadmap for each circle/client 1. [Read about roadmap within a circle](About%20Roadmap.md) 2. [Watch: Create the service roadmap within a circle](https://www.youtube.com/watch?v=otlzHCHupIE) 4. Create document templates if required 1. [Read about ensure uniformity across documents with templates](Ensure%20uniformity%20across%20documents%20with%20Templates.md) 5. Add relevant documents to client’s Timeline, e.g. Assessments & personal plan. 1. [Read: Overview of Timeline and client's records](Timeline%20-%20Working%20with%20the%20persons%20records.md) These are the essential steps required to get your team started in using Comm.care by Pnyx. Once you’ve completed these steps, it makes it easier for all users to start **scheduling appointments, creating progress notes, and collecting data** that your organisation can use for more accurate and efficient reporting and invoicing. ### Step 4: Creating Progress notes Documenting service delivery is a legal requirement as per NDIS. Comm.care helps to document all details of service delivery 'on-field at your fingertips'. 1. [Read: Progress Notes tutorial](Progress%20Notes.md) ### Step 5: Generate report and create invoices: By this time, you will be confident enough to use the system and will have enough billable hours ready to be claimed. 1. Generate reports to see a 'single-view' of all the billable hours and the service details provided across all your clients. 1. [Read about running reports](Running%20Reports.md) 2. Create invoices in bulk or for a single client and send them out to their respective claim recipients 1. [Read about Comm.cares approach to NDIS invoicing](Comm.cares%20approach%20to%20NDIS%20invoicing.md) 2. [Read about creating a claim or invoice](Create%20a%20claim%20or%20invoice.md) This is the gist of the Basic Onboarding Program based on which you will receive our emails. All the emails will contain information as well as links to tutorials and videos to guide you through to set up and get your organisation running successfully.