Follow these steps
Step 1:
From the left navigation menu, click on Care Coordination.
Step 2:
Click on the Client (Caseload).
Step 3:
You will be redirected to the Fund Details page.
Step 4:
Click on the Case Notes tab.
Step 5:
Click on + Add New from the right-hand side.
Step 6:
Enter the required information, including:
-
- Price Book
- Support Item
- Service State
- Delivered Date
- Billing Type
- Duration
- Contact Type (optional)
- Subject Line (optional)
- Case Notes (optional)
Step 7:
Click on Save.
Notes:
- Only Case Notes with the Billing Type set to Billable will be available under Invoices > Create Invoice > NDIS & Care Coordination for invoicing.
- Non-Billable/Office work case notes are recorded for documentation purposes only and will not appear in the invoice creation process.