Family portal

Participant and family portal: What they should see. Nothing they shouldn't.

A portal login lets a participant — or the family member who helps them — check the plan budget, see who's coming over the next four weeks and, where you manage the plan, approve the invoices waiting on them. Logins are free and never counted as seats. The portal never shows notes, the support plan, incidents, documents, medications, charts or messages, so what your team writes about a person stays with your team.

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The participant portal on a phone, from the NDIS demo: G'day, Kieran, with his name and NDIS number; a banner saying two invoices need approval; and his plan budget — two categories, each with what's been used and what's left, then the total funding and what remains — above tabs for funding, invoices, schedule, notifications and meals

Free loginsNever counted as seats

Never notes or incidentsWhat your team writes stays with your team

How it flows

One login, from set-up to an answered invoice.

1Set up with you
We set up each login with you — there's no invite button in the app. One login shows one person; a family member who helps gets their own login and email.
2Sign in
With an email and a password, on a phone or a computer. It opens in the browser with your organisation's logo, and there's nothing to install.
3Check the budget
The plan budget from the active agreement, one category at a time — what's been used, what's left — and the totals underneath.
4See who's coming
Every visit for the next four weeks: the date and time, the support, the worker's name and where — or to be confirmed.
5Answer an invoice
Where you manage the plan, another provider's invoice waits for a yes or a no: approve in one tap, or decline with a reason.

What people ask first

The short answers, up front.

Who gets a login?
The participant, or a family member or nominee who helps them — each with their own login. One login shows one person.
What does it cost?
Nothing. Portal logins are free and are never counted as seats on your bill.
How does a family get access?
We set up each login with you. There's no invite button and no self-registration.
Is it an app?
No — it opens in the browser on a phone or a computer, with nothing to install.
What can they see?
The plan budget, the next four weeks of visits, invoices to answer where you manage the plan, their email choices and, where you sell meals, their orders.
What can't they see?
Notes, the support plan, incidents, documents, medications, charts and messages — none of it reaches the portal.
Can they message you?
Not from the portal. There are no messages, bookings, cancellations or uploads — a family still calls or emails you.
Do they get emails?
Only the kinds your organisation sends, and each person chooses which of those they want.

Whose screen

The same job, from each seat.

In the office

We set up each portal login with you. Where you're the plan manager, an invoice from another provider reaches the person's portal once it passes its checks, and their answer comes back to the office — a decline as urgent, with their reason. An invoice nobody answers is approved automatically after five days, and approving pays nobody by itself: the claim and the payment are still your team's steps. Where you roster in drafts, the person's schedule shows draft visits too, so a visit can appear there before you publish it.

For families

On a phone or a computer, the person — or the family member who helps them — sees the plan budget by category, every visit for the next four weeks with who's coming and where, the invoices waiting for their answer, and their own email choices. They don't see notes, the support plan, incidents, documents, medications, charts or messages, and they can't book, cancel or message anyone from the portal.

A worked example

What one portal login shows — and what it never does.

The five tabs every login has, from the NDIS demo's participant, and what sits behind each. A tab's contents depend on what your organisation runs.

Funding: The plan budget from the active agreement, by category — used, left and the totals
Invoices: Other providers' invoices to approve or decline, where you manage the plan
Schedule: The next four weeks of visits — who's coming and where, or to be confirmed
Notifications: Their own email choices, for the kinds of email your organisation sends
Meals: Their meal orders — each order's funded share and their own contribution — where you sell meals
Never in the portal: Notes, the support plan, incidents, documents, medications, charts, messages

Beyond these, a person sees one of your organisation's own fields only where you've opened that field to the portal, and only once something is recorded in it. Nothing in the portal is a message to your team: a family who wants a change still calls or emails you.

In detail

The detail, on the real screens.

One login, one person — on a phone or a computer

Each portal login belongs to one person. The participant can have one, and so can the family member or nominee who helps them — each with their own email — and every login shows that one person only. It opens in the browser, laid out for a phone but just as usable on a computer, with your organisation's logo and nothing to install. The first screen greets the person by name, puts the plan budget from their active agreement in plain sight — each category with what's been used and what's left, and the totals underneath — and, if an invoice is waiting for their decision, says how many.

Worth knowing: we set up each login with you — there's no invite button and no self-registration; someone who helps two people needs two logins; and there's no two-step sign-in for portal logins.

The participant portal on a computer, from the NDIS demo: the same greeting, invoice banner and plan budget as on a phone, in one column, with the person's name at the top and the five tabs along the bottom — The same portal on a computer — one login, one person (NDIS demo)

Who's coming, for the next four weeks

The schedule lists every visit over the next four weeks — the date and time, the support, the worker's name and where it is. Where nobody has been assigned yet, it says the worker is to be confirmed rather than guessing, so a family can see at a glance what's settled and what's still open.

Worth knowing: where you roster in drafts, draft visits show here too — the portal doesn't wait for Publish today; and a family can't book, move or cancel a visit from it.

The participant portal's schedule on a phone, from the NDIS demo: the next four weeks of community access visits, each with the date and time — some with the care worker to be confirmed, others with the worker's name and the Echuca bus interchange as the place — The person's own schedule — four weeks, with who's coming or to be confirmed (NDIS demo)

Invoices to answer — where you manage the plan

Where you're the plan manager, an invoice from another provider reaches the person's portal once it passes its checks — an NDIS number, an invoice number that provider hasn't used before, and money left in the budget category. It shows the provider, the number, the date, the total and its lines. Approve takes one tap and records who approved it and when; Decline asks for the reason, with examples such as the service didn't happen or the amount is wrong, and reaches the office as urgent. The history underneath shows where each invoice got to, from approved to provider paid.

Worth knowing: an invoice nobody answers is approved automatically after five days, and the portal doesn't show that deadline — so tell families it's there; your own organisation's invoices never come here; and approving pays nobody by itself — the claim and the payment are still your team's steps.

The participant portal's invoices on a phone, from the NDIS demo: two providers' invoices awaiting approval, each with the invoice number, date and total and an Approve and a Decline button, and a history below — one provider paid, one approved — Other providers' invoices, waiting for a yes or a no (NDIS demo)

Straight answers

What warns you, what stops you — and what it doesn’t do.

Warns you

Invoices waiting for their answer — a banner on the first screen says how many and takes them straight there.
A visit nobody is assigned to yet — it reads to be confirmed, not a guess at who's coming.
A declined invoice — it reaches the office as urgent, with the reason they gave.

Stops you

A login showing anyone but its own person — one login, one person.
Your organisation's own invoices appearing for approval — only other providers' invoices, where you're the plan manager.
An invoice reaching the portal before it passes its checks — an NDIS number, an unused invoice number, money left in the category.

Doesn't do

Invite a family member by email, or let anyone register — we set up each login with you.
Let them message you, book, move or cancel a visit, or upload a document.
Show notices inside the portal — only email, and only the kinds your organisation sends.
Show the five-day deadline on an invoice — one nobody answers is approved automatically.
Hold back draft visits — where you roster in drafts, they show before you publish.
Show a household of several people under one login.
Offer two-step sign-in for portal logins.

Who stays responsible

Your team decides who gets a login and what the plan says, and it still makes every claim and payment. The person sees the plan's money, the visits and the invoices waiting on them — and what your team writes about them stays with your team.

The rulebook

Questions, answered properly.

Who can have a portal login?

The participant, and a family member or nominee who helps them — each with their own login and email. Every login shows one person only.

What does a portal login cost?

Nothing. Portal logins are free and are never counted as seats, so your bill follows your team, not the number of people you support.

How does a family member get access?

We set up each login with you — there's no invite button in the app and no self-registration. They then sign in with their email and a password.

Can one login cover several people?

No. A login shows one person, so a family member who helps two people needs two logins, each with its own email.

What does the budget show?

The plan budget from the person's active agreement, one category at a time: what's been used, what's left, and the total funding and what remains underneath. The figures are what Corella holds — they're not read from the NDIA's own portal.

What can't a family see?

Notes, the support plan, incidents, documents, medications, charts and messages — none of them appear in the portal. A person sees one of your organisation's own fields only where you've opened that field to the portal.

Can a family message us, or book or cancel a visit, from the portal?

No. The portal has no messages, bookings, cancellations or uploads, so a family who wants a change still calls or emails you.

What happens if nobody answers an invoice?

It's approved automatically after five days, and the portal doesn't show that deadline — so it's worth telling families when you set up their login. A declined invoice reaches the office as urgent, with the reason they gave.

Does the portal send notifications?

Only by email, and only the kinds your organisation sends; each person chooses which of those they want. There's no inbox of notices inside the portal.

Does the portal only show confirmed visits?

It shows every visit in the next four weeks, with the worker to be confirmed where nobody's assigned. Where you roster in drafts, draft visits show too — today the portal doesn't wait for Publish.

Guides for this

Read the rule behind it.

See participant and family portal on a live instance.

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