These articles contain helpful information to best manage your organisation in Comm.care ### [Worker Screening Check](Worker%20Screening%20Check.md) This feature is only available for organisations on the Quality Management System plan. Staff Checks allows you to create and keep track of employee checks within your Organisation on Comm.care. Create Check As a manager, you can go to the HR tab to manage everything related to your staff. Go to Organisation > HR and click on the button on the right of the staff ### [Worker Screening Check Approval](Worker%20Screening%20Check%20Approval.md) This feature is only available for organisations on the Quality Management System plan. Check Approval allows Managers to review and approve staff’s completed checks — ensuring all certificates are up-to-date and meet your organisation's standards. In each Check row, there is now an Approved toggle. This helps you track whether a staff check has been reviewed and confirmed by a Manager. ### [Using organisation services in Comm.care](Using%20organisation%20services%20in%20Comm.care.md) This feature is only available for organisations on the Enterprise and Professional plans. After carefully strategising your services in alignment with funding sources, your business model, and human resources, the next crucial step is configuring these services in Comm.care. This guide will help you accurately set up your services to enhance revenue tracking ### [Workforce rostering](Workforce%20rostering.md) You can look at the workforce roster from the Organisation Calendar. It provides an overview of your Organisation's schedule; in either Agenda, Day, or Week view. Here are things you can do from the unified Organisation Calendar: Duplicate from an existing appointment Duplicating an appointment (whether for group or single services) allows you to quickly create ### [About Organisations Calendar](About%20Organisations%20Calendar.md) This feature is only available for organisations on the Enterprise plan. The Organisation Calendar on Comm.care provides an overview of your Organisation's schedule; in either Agenda, Day, Week or Schedule view. From a unified Organisation Calendar, you can manage your Clients' appointments (using the Circle filter) and manage your staff roster ### [Organisations Staff](Organisations%20Staff.md) This feature is only available for organisations on the Enterprise and Professional plans. Comm.care allows you to easily manage your staff and volunteers. You can create users and manage their level of access, as well as manage NDIS staff rostering and client management. Access to information can be granted according to assigned roles, ensuring they are active ### [Staff access to Circles](Staff%20access%20to%20Circles.md) Secure access rights are one of the most important features of Comm.care; all data within the system is secure and only accessible with the correct, manageable permissions. Staff members should be added to the Circles of Clients they work with, in order to keep the information as up to date as possible and record all events related to the Client. This is another ### [Managing Staff and Access](Managing%20Staff%20and%20Access.md) Due to the nature of their business, health care organisations have to manage a large number of staff including full-time employees, part-timers, contractors and volunteers. Ensuring proper management of levels of access is important to ensure your business is not impacted negatively by audits that might uncover ex-employees having access to the private and sensitive ### [Staff access to multiple Circles](Staff%20access%20to%20multiple%20Circles.md) Client and user management can be tricky sometimes and Comm.care makes it easy for the managers to provide multiple levels of access to the staff for the different circles (clients). This article will just show you how you can do that. Manage Staff’s access to multiple circles Go to My Organisation > Staff > Role Icon Then on the Manage Access modal, go to the ### [Progress Notes](Progress%20Notes.md) Users of Comm.care can easily create Progress Notes, also known as case notes or support logs. Progress Notes should adhere to the basic documentation requirements to ensure compliance with the Provider Payment Assurance Program . The 3 ways to create Progress ### [Ensure uniformity across documents with Templates](Ensure%20uniformity%20across%20documents%20with%20Templates.md) This feature is only available for organisations on the Enterprise and Professional plans. Comm.care Templates offer a flexible structure for your Organisation's documents, ensuring consistency while streamlining business processes. A well-designed template includes the required information and document layout, and is automated to increase the efficiency of document ### [Manage organisation policies and procedures with Comm.care](Manage%20organisation%20policies%20and%20procedures%20with%20Comm.care.md) This feature is available across all plans, including the Collaborator plan. As an organisation, you may need to create and share internal documents such as policies and procedures, and/or upload training materials for your staff. With Comm.care, sharing documentation is not only easy but is also structured, transparent, and collaborative. To access this feature ### [Set up Payment and Plan on Comm.care](Set%20up%20Payment%20and%20Plan%20on%20Comm.care.md) This tutorial will help you efficiently set up and manage your organisation's payment and plan in Comm.care. In addition to configuring the organisation's profile , this step ensures that everything is ready for streamlined care management. To get started, go to Organisation home page, ### [Manage Staff Certifications](Manage%20Staff%20Certifications.md) Keeping a record of all your staff certifications is important to maintaining compliance and qualification standards in your organisation. It also assists you in matching them with the needs of your client. Let’s see how you can keep all your staff documents up-to-date with Comm.care. Uploading Documents/Certificates Go to Organisation > Staff Select the staff ### [Organisation Roles](Organisation%20Roles.md) Client data privacy is a key part in a case management software. Comm.care, for each user, whether Office Staff or another person, can be used to assigned one or more roles, each with different permissions assigned to it. Yes! That is different level of access for each client. Organisational roles are divided into Manager, Office Staff, Service Provider, and ### [Invoicing Client fee for Service and CHSP contribution](Invoicing%20Client%20fee%20for%20Service%20and%20CHSP%20contribution.md) In order to claim a Client fee for service or CHSP Client Contribution, you have to send a standard invoice to the client, and they will pay for your services directly. As a healthcare organisation, you need to record your clients' details, manage your team, track your service delivery to clients, and track your revenue and cost streams. Let's see how to create ### [Managing Staff Availability](Managing%20Staff%20Availability.md) Comm.care is a one-stop software that helps healthcare organisations manage their staff and clients in one place. It enables you to ensure that you always have enough staff members available to meet your client's needs and simplify your rostering process. In this tutorial, you will find a step-by-step guide on using this feature in Comm.care. Note: This feature ### [About Organisations Services](About%20Organisations%20Services.md) To effectively use Comm.care, adding the Services you'll deliver to Clients is an essential step. Setting up the Services within your Organisation allows you to: Connect specific Services to each Client's unique plan, to achieve their goals; Document your agreements around travel and cancellations; Link service delivery to time-tracking and Progress Notes, so ### [Create a claim or invoice](Create%20a%20claim%20or%20invoice.md) Whether you want to generate an invoice to request payment or create a Progress Note (support log) for your Client’s approval, our claims feature will make your life easier. Comm.care’s Claim (aka Client Support Log), is a feature designed to confirm receipt of the NDIS support items as delivered in the direct services provided to Clients via Progress Notes ### [How to create new users](How%20to%20create%20new%20users.md) Comm.care as an NDIS software, helps to manage your organisation users and their level of access to Client information, in a single place. This article will explain how to create users in Comm.care i.e. create a staff profile and manage their access across the Client database. To create a new user, go to My Organisation > Staff >  Create New Colleague in the ### [Progress Notes for DSS Funded Services](Progress%20Notes%20for%20DSS%20Funded%20Services.md) With Comm.care, you can create progress notes or support logs for services supported by DEX and as it is directly integrated, you don't have to compile your work to report to DSS or CHSP. While creating progress notes in Comm.care, if you are funded by the Department of Social Services (DSS) such as for the Commonwealth Home Support Programme (CHSP), you will ### [Automatically Report to CHSP Data Exchange](Automatically%20Report%20to%20CHSP%20Data%20Exchange.md) The Department has implemented improved programme performance reporting processes in new grant agreements. The Data Exchange applies to most client-based programmes in DSS, and will progressively introduce standardised, prioritised, and collaborative reporting processes. The Data Exchange provides a streamlined IT solution for data capture and reporting for over ### [How to set up your NDIS-funded Organisation on Comm.care](How%20to%20set%20up%20your%20NDIS-funded%20Organisation%20on%20Comm.care.md) Set up your NDIS services and NDIA-managed participants on Comm.care. First of all, make sure you have completed these steps: 1. Create NDIS-funded Services This is the most important step when setting up your Organisation on Comm.care, therefore, please read the full tutorial or contact the Comm.care team for support and consultancy: Go to Organisation > Services ### [How to create your NDIS service to invoice quickly and conveniently](How%20to%20create%20your%20NDIS%20service%20to%20invoice%20quickly%20and%20conveniently.md) Congratulations! You’ve been approved to provide NDIS services. Your next step is to provide support items/services counted against your clients’ budget. A client’s budget for certain services will be determined by the support category they fall under and their budget allocation for said category. It’s like applying for apples, getting oranges, and then paying ### [Setting Goals](Setting%20Goals.md) Setting goals and keeping up-to-date with the progress of your Client is the primary concern of the support worker and this is one of the features which makes Comm.care a leading NDIS software. Coordinators can keep track of goals in just a single click! Let's see how to set it up. To set goals for a Circle: Note: Only Circle Coordinators can create goals & update ### [Documenting Support Delivery with Comm.care Cancelling appointments](Documenting%20Support%20Delivery%20with%20Comm.care%20Cancelling%20appointments.md) A progress note is legal documentation of services provided by your Organisation to your client. We made it easy for staff to create progress notes in Comm.care with a single click. Sometimes these progress notes are known as case notes or support logs. Whatever you call them, progress notes should follow basic documentation requirements to support the Provider ### [Exporting to MYOB](Exporting%20to%20MYOB.md) This article explains how to export service claims (invoices) from Comm.care to MYOB. Comm.care, as a client management software, helps in account reconciliation of the services that you have provided to your Clients. Comm.care provides invoices for the services below, for export to your accounting system: NDIS Self Managed NDIS Plan Managed Client fee for Services ### [Exporting to Xero](Exporting%20to%20Xero.md) This article briefs about exporting services claims to Xero from Comm.care. Comm.care, as a client management software, helps in account reconciliation of the services that you have provided to your client. Comm.care does invoices for the services below which needs an accounting system: NDIS Self Managed NDIS Plan Managed Client fee for Services Now, let's have ### [How to add New Organisation to Circle](How%20to%20add%20New%20Organisation%20to%20Circle.md) It is quite possible that during the journey, one Circle may receive different services from different Organisations. Understanding this customer need, the Comm.care platform is designed to help Circles and Organisations easily manage their relationship, services, and appointments. This article will show you how to add a new organisation in the circle. Before ### [Set up Your Organisation](Set%20up%20Your%20Organisation.md) The service description in your profile is how your Organisation introduces itself to other users of Comm.care. It is also used for reporting purposes. To go to your Organisation page, you can click on Your Organisation's Name on the top navigation bar, or on the right side on your Home Screen. On your Organisation page, you can see the logo, the name, and the ### [Export Progress Notes](Export%20Progress%20Notes.md) After the end of the contract, you might want to export all the Progress Notes for the Client. Comm.care as a leading client and case management software system, helps you to do this in just a few clicks! Go to My Circles > choose the Circle > Timeline > Type filter (on the right filters window) > Drop down and select Progress Notes > Ent ### [Update Service Price](Update%20Service%20Price.md) When you want to set a new price for the Service, just edit it! The change you made is only applied to new Progress Notes, it does not affect pre-existing ones. Remember to make sure this change is reflected in your contract with the Client before you start claiming the new price. To do it, go to My Organisation > Services > Choose the service then click on ### [Exporting staff hours to Quickbooks](Exporting%20staff%20hours%20to%20Quickbooks.md) Comm.care simplifies the process of gathering information required to feed your payroll system. In this article we will learn how to export the staff hours into Quickbooks. Learn more about: How to export staff hours from Comm.care. Importing Timesheets to Quickbooks Quickbooks allows ### [Running Reports](Running%20Reports.md) Comm.care simplifies the process of gathering information needed to invoice your Clients, report to funders, feed your payroll system or manage your services. Comm.care makes running reports easy. To get started, go to the Organisation > Reports module. Click on the Filters on the right side to choose one of the pre-existing reports: NDIS Bulk Claim Activity ### [Remove Staff](Remove%20Staff.md) When a member of your Organisation leaves, you have to remove their access to your Client's information and the Organisation in general. This is critical to maintaining the Organisation's accreditation and certifications. Comm.care as a client and case management software ensures client data privacy is maintained. This article will show you how to remove a user ### [About My Calendar](About%20My%20Calendar.md) My Calendar provides a colour-coded overview of all the scheduled appointments of the staff that log-in, in either Day, Week, Agenda, or Month view. Once a staff member is assigned to an appointment, they can view a personalised roster in My Calendar. As an organisational user, you can view all your personalised appointments or your personal roster on this tab ### [How to invoice Activity Based Transport in Comm.care](How%20to%20invoice%20Activity%20Based%20Transport%20in%20Comm.care.md) Activity Based Transport is a critical component of the NDIS framework, aimed at providing individuals with disabilities the necessary transportation to engage in community participation or capacity building support activities. It is very different from Provider ### [How to Cancel Your Account](How%20to%20Cancel%20Your%20Account.md) If you’ve decided to cancel your Comm.care account, please follow the steps below carefully....Step 3: Cancel Your Account Once all your products are cancelled, you will now see the “Cancel Account” button – click it to initiate cancellation. [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)