# Comm.care for Managers & Administrators Your complete guide to setting up, managing, and optimising your organisation on Comm.care. ## 🚀 Getting Started **New to Comm.care?** - [5-Minute Quick Start](../quick-start/managers-5-min-overview.md) - Essential orientation - [4-Week Bootcamp Program](../onboarding-programs/bootcamp-4-week.md) - Comprehensive setup (recommended) --- ## 📋 Setup & Configuration ### Organisation Setup - [Set Up Your Organisation](../setup-and-configuration/organisation-profile.md) - [Invoicing Organisation Info](../setup-and-configuration/invoicing-setup.md) - [Payment and Plan Setup](../setup-and-configuration/payment-and-billing.md) - [Policies and Procedures](../setup-and-configuration/policies-procedures.md) ### Services Configuration - [About Organisation Services](../setup-and-configuration/staff-management/overview.md) - [Managing Services](../setup-and-configuration/services-configuration/managing-services.md) - [Set Up NDIS Services](../setup-and-configuration/services-configuration/ndis-services.md) - [Set Up DSS-Funded Services](../setup-and-configuration/services-configuration/dss-funded-services.md) - [Set Up MDS/HACC Services](../setup-and-configuration/services-configuration/mds-services.md) - [Set Up Group Services](../setup-and-configuration/services-configuration/group-services.md) - [Update Service Prices](../setup-and-configuration/services-configuration/updating-prices.md) ### Staff Management - [How to Create New Users](../setup-and-configuration/staff-management/creating-users.md) - [Organisation Roles](../setup-and-configuration/staff-management/roles-and-access.md) - [Managing Staff and Access](../setup-and-configuration/staff-management/managing-access.md) - [Staff Access to Circles](../setup-and-configuration/staff-management/circle-access.md) - [Staff Access to Multiple Circles](../setup-and-configuration/staff-management/multiple-circle-access.md) - [Manage Staff Certifications](../setup-and-configuration/staff-management/certifications.md) - [Managing Staff Availability](../setup-and-configuration/staff-management/availability.md) - [Remove Staff](../setup-and-configuration/staff-management/removing-staff.md) --- ## 👥 Participant Management ### Onboarding Participants - [How to Create Circle of Care](../features/circle-of-care/creating-circles.md) - [Creating MDS Participant](../features/circle-of-care/creating-mds-participant.md) - [Add Support Services to Roadmap](../features/circle-of-care/adding-services-to-roadmap.md) - [Setting Goals](../features/circle-of-care/goals.md) ### Managing Circles - [About Circle of Care](../features/circle-of-care/overview.md) - [Circles Roles](../features/circle-of-care/roles-and-access.md) - [Timeline - Working with Records](../features/circle-of-care/timeline-and-records.md) - [Remove or Activate Circle](../features/circle-of-care/deactivating-circles.md) --- ## 📅 Scheduling & Operations ### Rostering - [Workforce Rostering](../features/scheduling-rostering/workforce-rostering.md) - [About Organisation Calendar](../features/scheduling-rostering/organisation-calendar.md) - [Creating Appointments](../features/scheduling-rostering/appointments.md) - [Creating Group Appointments](../features/scheduling-rostering/group-appointments.md) ### Monitoring Service Delivery - Review the Stream for latest activities - [Progress Notes](../features/progress-notes/creating-progress-notes.md) - [Progress Note Validation](../features/progress-notes/validation.md) --- ## 💰 Invoicing & Financial Management ### Creating Claims & Invoices - [Comm.care's Approach to NDIS Invoicing](../features/invoicing-claims/overview.md) - [Create a Claim or Invoice](../features/invoicing-claims/creating-claims.md) - [Invoicing NDIA-Managed Participants (Bulk Upload)](../features/invoicing-claims/ndia-managed-bulk-upload.md) - [Invoicing Plan-Managed Participants](../features/invoicing-claims/plan-managed.md) - [Invoicing Self-Managed Participants](../features/invoicing-claims/self-managed.md) - [Invoicing CHSP Client Contribution](../features/invoicing-claims/chsp-client-contribution.md) ### Accounting Integrations - [Exporting to Xero](../integrations/accounting/xero.md) - [Exporting to MYOB](../integrations/accounting/myob.md) - [Exporting to QuickBooks](../integrations/accounting/quickbooks.md) - [Exporting Staff Hours to QuickBooks](../integrations/accounting/quickbooks-timesheets.md) --- ## 📊 Reporting & Compliance ### Running Reports - [Running Reports](../features/reporting/running-reports.md) - [Reporting & Auditing](../features/reporting/overview.md) ### Funding Source Specific - [Automatically Report to CHSP Data Exchange](../features/reporting/dex-reporting.md) - [Generating MDS Reports](../features/reporting/mds-reports.md) - [Bulk Upload to NDIS](../features/invoicing-claims/bulk-upload-process.md) --- ## 🏥 Quality Management System *Available for organisations on the QMS plan* - [Getting Started with Quality Management](../features/quality-management-system/getting-started.md) - [Incident Management](../features/quality-management-system/incident-management.md) - [Risk Management](../features/quality-management-system/risk-management.md) - [Feedback Management](../features/quality-management-system/feedback-complaints.md) - [Worker Screening Checks](../features/quality-management-system/worker-screening-checks.md) - [Worker Screening Check Approval](../features/quality-management-system/screening-check-approval.md) --- ## 📖 Resources by Funding Source - [NDIS](../by-funding-source/ndis/) - National Disability Insurance Scheme - [CHSP/Aged Care](../by-funding-source/chsp-aged-care/) - Commonwealth Home Support Programme - [MDS/HACC](../by-funding-source/mds/) - Minimum Data Set - [Group Support](../by-funding-source/group-support/) - Group services and day programs --- ## ❓ Need Help? - [Troubleshooting](../support/troubleshooting.md) - [Contact Support](https://conversations-app.brevo.com/) - [How to Cancel Your Account](../support/account-cancellation.md) --- ## 💡 Pro Tips for Managers **Weekly Tasks:** 1. Review billable hours on Organisation Calendar 2. Monitor the Stream for service delivery quality 3. Check staff certifications for upcoming expiries 4. Review and approve worker screening checks (QMS) **Monthly Tasks:** 1. Generate and send invoices 2. Run reports for internal analytics 3. Update service prices if needed 4. Review staff access across Circles **Quarterly Tasks:** 1. Comprehensive staff certification audit 2. Risk assessment reviews 3. Organisation profile updates 4. Template reviews and updates