# Setup & Configuration Everything you need to set up and configure your organisation in Comm.care. ## Organisation Profile ### [Set Up Your Organisation](organisation-profile.md) Configure your organisation's basic profile and description ### [How to Set Up Invoicing Organisation Info](invoicing-setup.md) Configure details needed for creating invoices ### [Set Up Payment and Plan on Comm.care](payment-and-billing.md) Manage your organisation's subscription and payment details --- ## Services Configuration ### [Services Configuration](services-configuration/) Complete guide to setting up and managing services **Topics:** NDIS, CHSP, MDS, Group Services, pricing Key articles: - [About Organisation Services](services-configuration/overview.md) - [Managing Services](services-configuration/managing-services.md) - [Set Up NDIS Services](services-configuration/ndis-services.md) - [Update Service Prices](services-configuration/updating-prices.md) --- ## Staff Management ### [Staff Management](staff-management/) Managing users, roles, access, and certifications Key articles: - [How to Create New Users](staff-management/creating-users.md) - [Organisation Roles](staff-management/roles-and-access.md) - [Managing Staff and Access](staff-management/managing-access.md) - [Staff Access to Circles](staff-management/circle-access.md) - [Manage Staff Certifications](staff-management/certifications.md) --- ## Templates & Documents ### [Ensure Uniformity Across Documents with Templates](templates.md) Create document templates for consistency **Enterprise and Professional plans** ### [Manage Organisation Policies and Procedures](policies-procedures.md) Upload and share internal policies, procedures, and training materials **Available across all plans** --- ## Funding Source Setup ### NDIS - [How to Set Up Your NDIS-Funded Organisation](ndis-organisation-setup.md) - [Set Up NDIS Services](services-configuration/) ### CHSP / Aged Care - [Set Up DSS-Funded Services](services-configuration/) ### MDS / HACC - [Setting Up My Organisation for MDS and Other Funding Sources](funding-sources-setup.md) - [Set Up MDS - HACC Services](services-configuration/mds-services.md) ### Group Services - [Set Up Group Services](services-configuration/group-services.md) - [Setting Up Your Organisation for Group of Supports](services-configuration/group-supports-setup.md) --- ## Integrations ### [Integrations](../integrations/) Connect Comm.care with accounting software and mobile apps **Available:** Xero, MYOB, QuickBooks, Mobile apps --- ## Setup Checklist for New Organisations ### Week 1: Basic Setup - [ ] Complete organisation profile - [ ] Set up invoicing information - [ ] Configure payment and plan ### Week 2: Services & Staff - [ ] Create all services (NDIS, CHSP, MDS, etc.) - [ ] Set service prices - [ ] Create staff user accounts - [ ] Assign organisation roles - [ ] Configure staff access levels ### Week 3: Advanced Configuration - [ ] Set up document templates (if applicable) - [ ] Upload policies and procedures - [ ] Configure accounting integration - [ ] Install mobile apps for staff ### Week 4: Testing & Go-Live - [ ] Create test Circle of Care - [ ] Test appointment creation - [ ] Test progress note creation - [ ] Test invoice creation - [ ] Train staff on the system **Full guided setup:** See [4-Week Bootcamp Program](../onboarding-programs/bootcamp-4-week.md) --- ## Related Topics - [Bootcamp Program](../onboarding-programs/bootcamp-4-week.md) - Comprehensive 4-week setup guide - [Quick Start for Managers](../quick-start/managers-5-min-overview.md) - 5-minute orientation - [By Funding Source](../by-funding-source/) - Setup guides by NDIS, CHSP, MDS, Group Support --- [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)