Care Coordination & Client Funding : New Updates
What’s changing in RotaWiz with this update?
1 min read
Updated
October 2026
Two things change: where you manage Care Coordination clients, and how you set up and track NDIS funding.
Care Coordination is now part of Clients:
- All your clients sit in one client list, whether they get NDIS, Care Coordination or Allied services. Each client has one profile.
- The separate Care Coordination menu is gone. Its dashboard is now a tab inside Dashboard.
- Care Coordinators still see only Care Coordination records.
NDIS funding has a new setup flow:
- There’s no separate Care Coordination budget any more. Care Coordination services now sit under Capacity Building.
- You set up funding in a fixed order: assign line items, create the NDIS Plan, allocate budget, then add Funding Periods if you use them.
- Shifts and case notes can be linked to an NDIS Plan. The budget is only used when you invoice.
- You can set up a client’s next plan before the current one ends, and move work across to it.
