NDIS: The roster and your participants — the coordinator's tour

This course walks through the screens a coordinator works in, with a picture of each from Corella's demo, with made-up people.

Open each screen as you go.

About ten minutes, then three short questions.

The day at a glance: shifts today, open shifts, timesheets to approve, documents expiring, open incidents and work waiting to be billed — each a link to the screen that deals with it.

The roster by day, week or month, by staff or by participant.

In the day and week views, click an empty cell to roster a shift, or a shift to open it.

A shift that breaks an award rule is flagged before the week is worked.

Every participant, with Needs attention above the list: agreements ending, forms waiting, plans due for review, documents expired and more — each count opens the participants it is about.

One record holds the participant: their details, what support workers need to know, their plan, risks, funding, notes, medicines, documents and shifts, each on its own tab.

Every note, newest first, from every shift.

Filter by participant, type or date; on the Progress notes screen, mark a note you wrote final, or ask for it to be countersigned.

Referrals from your own website land here, and so do the registration forms you send someone as a link.

Open one to triage it: how urgent it is, where it has got to — Triaged, Accepted or Declined, with why — and a triage note.

An accepted referral can then be made a participant record.

The incident register: every report from the support workers' phones and the office, where it is up to, and anything reportable with its due date.

Open one to work it through: Start review, add the follow-up actions still to be done, Mark resolved, and close it.

Three questions on what this course showed.

You need two of three.