How to Create a Case Note Under the Care Coordination Module?

1. From the left navigation menu, click on Care Coordination.
2. Click on the Client (Caseload).
3. You will be redirected to the Fund Details page.
4. Click on the Case Notes sub tab.
5. Click on + Add New from the right-hand side.
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)
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.