# Quick Start for Managers (5 Minutes) Welcome to Comm.care! This quick guide will get you oriented and ready to start setting up your organisation. ## What is Comm.care? Comm.care is a case management system designed for health and community service providers. It helps you manage: - **Participants** (your clients) in Circles of Care - **Staff** rostering and access - **Services** and service delivery documentation - **Invoicing** for NDIS, CHSP, MDS, and fee-for-service - **Reporting** to meet compliance requirements - **Quality management** (incidents, risks, feedback) --- ## Key Concepts (1 minute) **Circle of Care** = A participant's complete record. Everything about one client lives in their Circle. **Roadmap** = The services you'll deliver to a participant over time. **Progress Note** = Legal documentation of a service delivery event. **Organisation Calendar** = View all appointments and validate billable hours across your whole team. --- ## Your First Steps (2 minutes) As a manager, you'll need to: 1. **Set up services** - Define what you offer (NDIS, CHSP, MDS, etc.) 2. **Add staff** - Create user accounts with appropriate access levels 3. **Create Circles** - Onboard your participants 4. **Configure billing** - Set up accounting integration and invoicing details Don't worry if this feels overwhelming—there's a structured program for all of this! --- ## Navigation Basics (1 minute) **Top Menu:** - **My Organisation** - Settings, staff, services, reports - **My Circles** - Access participant Circles you're assigned to - **My Calendar** - Your personal schedule - **Stream** - Latest activities across your organisation **Finding Help:** - Use the search bar - Browse [By Role (Managers)](../by-role/managers.md) - Browse [By Feature](../features/) --- ## What's Next? (1 minute) **Option 1: Comprehensive Setup (Recommended)** ➡️ [4-Week Bootcamp Program](../onboarding-programs/bootcamp-4-week.md) - Week 1: Services, staff, billing setup - Week 2: Participant onboarding - Week 3: Organisation management - Week 4: Invoicing and payroll **Option 2: Jump to Specific Setup** - [Set Up Services](../setup-and-configuration/services-configuration/) - [Add Staff](../setup-and-configuration/staff-management/) - [Create First Circle](../features/circle-of-care/) **Option 3: Explore by Funding Source** - [NDIS Setup](../by-funding-source/ndis/) - [CHSP Setup](../by-funding-source/chsp-aged-care/) - [MDS Setup](../by-funding-source/mds/) --- ## Common Manager Tasks **Daily:** - Monitor the Stream for service delivery - Review and approve progress notes **Weekly:** - Validate billable hours on Organisation Calendar - Create appointments and manage roster **Monthly:** - Generate and send invoices - Run reports for analytics - Review staff certifications --- ## Need Help? - [Full Manager's Guide](../by-role/managers.md) - [Contact Support](https://conversations-app.brevo.com/) - [Bootcamp Program](../onboarding-programs/bootcamp-4-week.md) --- **You're ready! Choose your next step above and let's get started.**