- Access:
- Participant and patient records at Administer, set by role in Settings → Roles
Step by step
- Choose the file.
- Say how the dates of birth are written, day first or year first, when the file could be read either way.
- Check the rows: each one says whether it will be added, is already here, or is refused — and why.
- Say what your practice signed that lets these records be held here, and when; then add them in one press.
Tips
- It only ADDS. A client already here — matched by NDIS number, or by the same name and date of birth — is left exactly as it is.
- Rows that are office time rather than a person (Office Admin, Program Centre) are left out, and a person the file holds twice is added once.
- What your practice signed is written on every client added.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
