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Becoming confident with your daily tasks on Comm.care!

18 articles

Getting Started

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

11 articles

MDS

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

7 articles

Manage NDIS Business

2 articles

Introduction to Comm.care

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

11 articles

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

How to add Person and Plan Manager to a Circle

In Comm.care, a Person (such as Care Recipient, Carer, Plan Manager) can be added to Circles in order to store their personal information. They are managed on the 'Participant' tab under Circles.

Note: You can only create a claim when there is at least one Care Recipient in that Circle.

To add a Care Recipient (Client) or Carer

Go to:

My Circles > Choose the Circle > Participant > +Add(On the top right) > New Person

Add Care Recipient (Client) or Carer
  1. Switch on the option Care Recipient or Carer. 
  2. Fill in all the information in each section. When you hover over a question mark, you will know that information is required by the NDIS or DSS.
  3. If your Organisation is integrated with MYOB: fill in MYOB Account Name and Account ID 
  4. If you want to send statements or invoices to them, remember to add their email address
  5. If you want to add Informal user to Care Recipient (Client), switch on the option Has Carer >Save changes

To add a Plan Manager

Note: If the Circle is plan-managed, the Plan Manager should be added to the Circle's participant tab, in order to receive invoice emails from Comm.care.

Go to: 

My Circles > Choose the Circle > Participant > +Add > New Person

 

  1. Switch on the option Plan Manager
  2. Fill in Institution Name and Plan Manager's name
  3. If your Organisation is integrated with MYOB: fill in MYOB Account Name and Account ID 
  4. Important: remember to add their email address so that Comm.care can send invoices to them, and then > Save Changes

Set Care Recipient/ Carer/ Plan Manager as claim recipient

To send invoices or statements to a Care Recipient, Carer, or Plan Manager, you have to set claim recipient for each Roadmap of the Circle.

Go to:

My Circles > Choose the Circle > Roadmap > Add New Service or select the service to edit > Set the Care recipient/ Carer/ Plan manager as the claim recipient > Save changes

If it is NDIS-funded service, when you select that it is managed by Plan Manager, the Plan Manager will be auto-selected as Claim Recipient. You may want to select Carer or Care Recipient as Claim CC so that they can receive a notification email each time an invoice or statement is created.

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