Help centre
How Corella works, screen by screen.
Corella's own in-app help, word for word: what each screen is for, the steps, and the tips that come with it. 93 pages in 13 areas, written in Corella's default words, client and carer.
Getting started
The dashboard, notifications and the setup checklist.
- DashboardYour morning read of the organisation: what is on today, what is waiting on somebody, and where the clients and staff numbers sit.
Notifications
Everything the system has told you about — shift changes, approvals, alerts.
Setup readiness
Work down the list; each item links to the screen that resolves it.
The carer app
A carer's own day: shifts, open shifts, timesheets, on call, documents and training.
- My workThe carer's own home screen: today's shifts, and the things waiting on them.
- Who is on this week
- My shiftOne shift as the person working it sees it — the client, the address, the tasks and what has to be recorded.
- Open shiftsFirst in, best dressed.
- On callThe on-call register on your phone while you are on call: who is on call now, the escalation numbers, Log a call, and the calls still waiting for a call-back.
- My documentsYour compliance documents, and the organisation documents the office shows to staff — its policies among them.
- My profileYour own contact details, emergency contact and preferences — and where you ask for leave.
- My trainingCourses assigned to you, and how long you have left to finish the ones that are mandatory.
Rostering and timesheets
The roster board, the job board, timesheets, hours and payroll.
- ScheduleThe roster board, as a day, a week or a month.
- Job boardEvery shift still short of a carer, with the best-matched people ranked against each one.
- Roster as a tableThe week the roster shows, one row for each person on each shift, in time order — what was planned and what happened on it.
- Print the rosterA printable week, for a wall or a handover pack.
- TimesheetsApprove worked time for payroll and billing.
- Check hoursOne person's visits in a period, each with the hours and pay the payroll engine works out for it — to check a contractor's invoice, or the hours somebody says they worked.
- PayrollBuild pay runs from approved timesheets, then send their hours to Xero Payroll or export a CSV for your payroll software.
Clients and intake
Client records, intake, referrals, contacts, cases and file notes.
- ClientsEveryone your organisation supports — their details, funding and care, in one list.
- New clientCreate the client record.
- Possible duplicate clientsTwo records that may be one client, with the reason each pair was flagged.
- File notesDated notes of discussions and meetings about staff and clients, kept as evidence — who was there, what was said or agreed, and who wrote it.
- Print file notesOne file note, or every note about one person, laid out for evidence — your practice's details at the top, page numbers, and who printed it and when.
- Coordinator allocationEvery client with their team's coordinator and DSL, under your own groups.
- Import clients from a spreadsheetAdd your clients from a CSV file — from your old system's export or a spreadsheet saved as CSV.
- A client's recordEverything about one client, across the tabs — care, risks, funding, notes, medications, documents, schedule and billing.
- CasesEpisodes of care — a named piece of work for one client over a date range, with its own payer, price and paperwork.
- A caseOne episode of care end to end — its dates, its payer, and everything recorded against it.
- IntakeOne guided form that captures a new client and creates their record.
- Intake & CRMEnquiries and referrals from first contact through to a signed client.
- Intake queueReferrals sent through your own website — from the client or their family, from a hospital, or from an aged-care facility — and the registration forms you send as a link.
Contacts directory
Support coordinators, plan managers, GPs, funders and referrers — the people outside your organisation.
Contact — new and edit: Somebody outside the organisation — a coordinator, plan manager, GP, funder or referrer.
Care and clinical records
Progress notes, clinical charting, wounds, allied health, meetings, programs and accommodation.
- Clinical chartingObservations, trends and wound care across your clients.
- Clinical recordOne client's observations, medications, wounds and the measures you follow over time.
- A woundOne wound over time — measurements, photographs and treatment.
- Progress notesCase notes, handovers, feedback and enquiries across all clients.
- Care signalsAn AI review of progress notes, raising health, behaviour, distress and safeguarding signals for the office to look at.
- Allied healthThe physios, OTs, speech pathologists and other professionals you refer clients to, and whether each one's registration, checks and insurances are on record and current.
- Allied health appointmentsEvery provider's appointments with your clients, a week at a time, on your clock.
- An allied-health providerOne provider: each document you ask them for, whether it is current, and every record kept.
- MeetingsRecord a meeting or visit and get a reviewable summary — what was discussed, decided and agreed.
- A meetingOne meeting — the transcript, the summary, the decisions and the actions.
- ProgramsGroup day-programs — the catalogue, the client roll and the sessions.
- AccommodationSIL homes, SDA dwellings and short-term accommodation — occupancy and tenancies.
Incidents, safety and quality
Incidents, complaints, audits, WHS, risk, restrictive practices and the audit log.
- IncidentsThe incident register — everything reported, and where each one is up to.
- An incidentOne incident end to end — the report, the triage, the actions and the close-out.
- ComplaintsThe complaints register — log, triage, assign and resolve feedback and complaints.
- Quality & auditsInternal audits and the NDIS Practice Standards conformance register.
- WHS registerWorkplace health and safety — hazards, near misses and staff incidents.
- Restrictive practicesBehaviour support plans, regulated restrictive practices, use logging and reporting.
Risk assessments
Client and program risk assessments — hazards rated on a likelihood and consequence scale. The rating is what the assessor chose.
Audit log
A read-only record of every significant change in your workspace, newest first.
Staff, HR and training
Staff records, HR, recruitment, evidence packs and training.
- Update staff from a spreadsheetFill in your staff's details — phone numbers, addresses, dates of birth, emergency contacts, employment type and more — from your own staff sheet.
- StaffEveryone who works for the organisation, delivery and office.
- A staff memberOne person's record — profile, compliance documents, availability and their schedule.
- Evidence packFor one payer, everyone rostered on its work in the dates you choose, and for each check it requires, the document on file that proves it — or what is missing or has run out.
- HR & peopleContracts, onboarding, performance reviews and staff cases across the organisation.
- RecruitmentApplicants through the hiring pipeline, and converting a successful one into a staff member.
- Training & learningYour course catalogue, assigning learning to staff, and tracking mandatory training.
Billing, claims and funding
Invoices, payments, quotes, payers and rate cards, NDIA claiming, plan management, support coordination and Support at Home.
- Standing charges
- InvoicesEverything billed and everything outstanding.
- An invoiceOne invoice — its lines, its status, who provided the work and its history.
- Payments receivedMoney that has landed, before it is matched to invoices.
- A payment receivedOne payment, what it has been matched to, and what is left of it.
- QuotesService booking agreements — what one of your clients, or an organisation that refers to you, is quoted before work starts.
- Payers & rate cardsWho pays for the work, and what they pay.
- A payerOne payer: their rate cards, what they require of the staff they let in, their sites and their cases.
- NDIS bulk payment requestsBatch NDIA-managed invoice lines into the myplace/PACE bulk upload file, then reconcile what comes back.
- Support coordination — case notesBillable case notes with the time recorded against them.
- Support coordination reportsImplementation, mid-term and end-of-plan reports, written here with their due dates tracked.
- Invoice inboxProvider invoices processed on participants' behalf — validate, get approval, then pay.
- Plan-managed providersProviders you pay on participants' behalf.
- Support at HomeQuarterly budgets, participant contributions and the scheme's own rules.
- A Support at Home participantOne participant's quarterly budget, contributions and services.
Support coordination claims
Batch billable case notes into the NDIA bulk payment request.
Plan-management claims
Batch approved provider invoices into the NDIA bulk payment request.
Participant statements
Monthly plan-management statements — the invoices processed in the month and the budget remaining.
Month-end plan management: Run the monthly statements.
A statement: One participant's statement for one month.
Reports and forecasting
Reports, the report builder, shift margins and the forecast.
- ReportsOperational and financial reporting.
- Report builderBuild your own report: pick what to report on, the period, the columns, any filters, groups and totals, and a sort — then run it, download it as a CSV, or save it.
Shift margins
What a shift costs, what it earns, and the difference.
Forecast
Where the roster and the funding are heading, from the work already committed. A forecast is arithmetic on what is booked.
Messages, forms and documents
The call log, messages, broadcasts, documents, sent emails and forms.
- Call logOne filterable record of every call and communication.
- On-call registerOn-call calls with call-back tracking, plus the on-call roster and escalation.
- MessagesConversations between your own staff — one to one, a group, or attached to somebody's record.
- A conversationOne conversation — everything written in it, and the box to add to it.
- BroadcastsSend a bulk email or SMS to staff, teams or clients.
- DocumentsClient files, staff compliance and organisation policies, with expiry tracking.
- Sent emailsEvery document emailed from Corella — who it went to, what the email said, what was attached, and whether it went.
- A sent emailOne emailed document as it went: who it went to, the subject, the message, and every file that was attached — each one opens while it is still on file.
- FormsYour form templates and everything submitted against them.
- Form responsesEvery response to one form in a period, one row each — when, the status, who it was about, who filled it in and the visit — with each question's answer as a column.
- New formBuild a reusable form — add sections and fields, watch the live preview, then publish.
- Edit a formChange a template.
- Fill in a formComplete a form and submit it.
- Form from a documentA form template drafted by reading an uploaded document, waiting for a person to review it.
Meals, consumables and vehicles
Meal orders, the food catalogue, consumables and vehicles.
Your website
The website Corella runs for you: pages, news posts and settings.
Settings and subscription
Organisation settings, roles, modules, integrations and your subscription.
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