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Becoming confident with your daily tasks on Comm.care!

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Getting Started

Key steps for Managers to get your organisation ready to use Comm.care

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MDS

Comm.care simplifies Minimum Data Set reporting of a set of data elements agreed for mandatory collection and reporting at a national level.

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Introduction to Comm.care

Helpful resources for getting started with Comm.care for your case and client managem

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Manage your Organisation

These articles contain helpful information to best manage your organisation in Comm.care.

32 articles

Circle of Care

A Circle of Care is the place where you will find everything about the participant.

27 articles

Reporting & Auditing

Everything you need to know about NDIS reports and DSS Data Exchange, CHSP Program.

18 articles

Manage organisation policies and procedures with Comm.care

As an organisation, you may need to create and share internal documents such as policies and procedures, and/or upload training materials for your staff. With Comm.care, sharing documentation is not only easy but is also structured, transparent, and collaborative. To access this feature, visit  MOrganisation and open the tab Documents

How to create and upload Organisational documents?

Step 1: Go to Organisation > Documents

Step 2: Click + Add New Document button on the top right

Select your pre-defined template, or None if you want to start from scratch. Learn more about how to create document template here.

Step 3: Enter document content and upload files

  • Fill in the Document Title, Document Text. If you create a document using a template, there may be more fields based on your template settings.
  • Upload attachments: you can add up to 6 files including PDF, Word, Excel, Image.

Step 4: Save Changes

Click Save Changes and the document is shared within your Organisation.

Collaboration and tracking changes of documents

Once the document is created or updated, your staff and volunteers can immediately see it from their Home Page and comment on it. This allows members of your Organisation to ask questions or discuss the new policy/procedure, which is an important step when publishing a new policy/procedure. You may receive good ideas from your staff to improve the procedure.

Export document and save as PDF file

From Organisation > Documents, you can see a list of Organisational documents. Open the document, you will see the button To PDF on the bottom right. Click on that and Comm.care will export the document content into a PDF file for you to download. You can also click on the PDF icon next to the document name from the document to quickly download. 

If your document is created based on a template, it may contain pre-filled sections (e.g Company Name, Address, About us...) that only appear when you export it to PDF file.

Edit or delete Organisational documents

Go to 

My Organisation > Documents > Click on the Document title or edit icon on the right > Edit.
	

From the edit modal, you can edit document content, upload more files, and save changes.

 If you want to delete the document, click Delete button on the bottom right. The document will be removed from My Organisation > Documents. Note that members of your Organisation still see this activity from their Home Page.

That's all about organizational documents. Let's check out this article to see how to better manage them with Document Template from Comm.care.

If you’re new to Comm.care and keen to see the full Platform in action, join us for a free demonstration. You can book a convenient time HERE.
Looking forward to meeting you then!

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Last updated on June 23, 2021